Executive Summary
I’m a brand strategist and creative leader with 20+ years of experience helping financial services businesses define their story, strengthen their presence, and bring their brands to life. My background spans enterprise brand leadership, global creative teams, and hands-on consulting—connecting strategic thinking with the work it takes to make things happen.
As Brand & Creative Director at SLJ Marketing Consulting, I help advisory and wealth management firms translate their expertise and reputation into clear messaging, thoughtful design, and a cohesive market presence. Working alongside firm leaders, I shape brand positioning, develop websites and marketing materials, and guide creative execution from initial concept through launch.
Previously, I served as Vice President, Head of Brand Strategy at Axos Bank, leading enterprise brand transformation across consumer, commercial, and securities businesses. Before that, as Senior Vice President, Brand & Creative Manager at BNY Mellon, I led a global in-house agency delivering integrated campaigns, digital experiences, and flagship events.
I bring a practical, collaborative approach to every engagement. I’m comfortable setting the direction, leading the team, and getting into the details myself. With a PMP certification and Six Sigma Green Belt, I also bring the structure and operational experience to keep ambitious work moving.
What connects it all is a love of making complex things clear—and creating brands that feel true to the businesses and people behind them.
Professional Experience
March 2026 - Present
SLJ Marketing | Brand & Creative Director
Lead brand strategy and creative execution for advisory and wealth management firms, helping translate their expertise into a clear, consistent market presence. Partner with firm leadership to develop positioning, messaging, visual identity, websites, and marketing materials. Guide projects from discovery through launch, combining strategic direction with hands-on design, content development, and coordination across client teams and outside partners.
March 2025 - September 2025
Axos Bank | VP, Head of Brand Strategy
Led enterprise-wide brand strategy, unifying consumer, commercial, and securities segments under a bold, modern identity. Oversaw brand governance, creative direction, brand voice development, and campaign strategy—ensuring alignment across all business lines. Spearheaded a full brand refresh, including a revitalized visual identity, high-impact out-of-home activations, and a centralized Brand Center as the single source of truth for brand assets and guidelines. Built and scaled a new brand team focused on delivering integrated, insight-driven marketing. Collaborated closely with senior leadership to ensure go-to-market strategies reinforced brand positioning.
Note: Concurrently managed Axos Clearing marketing strategy role until successor was hired, maintaining continuity and leadership across both enterprises.
September 2024 - June 2025
Axos Clearing | VP, Head of Marketing Strategy
Developed go-to-market strategy and brand positioning for Axos Complete, the flagship platform uniting technology, service, and financial solutions. Produced 30+ sales and marketing assets, including prospect decks, COI frameworks, and product slicks to drive adoption and enablement. Led public relations and thought leadership initiatives, generating $30K+ in quarterly earned media value and reaching over 3.3M monthly viewers. Established a comprehensive marketing roadmap with content strategy, structured social calendar, and event alignment through 2026. Achieved a 37.5% LinkedIn follower increase and significant improvements in email engagement.
Note: Continued supporting enterprise-wide brand initiatives in parallel with Axos Bank role until transition completed.
2019-2024
BNY Mellon | SVP, Brand and Creative Manager, Global Marketing and Communications
As the head of a global in-house agency, I led a dynamic team of creatives and program managers, delivering strategic, scalable solutions with tangible business impact. From overseeing diverse projects like web properties and digital experiences to flagship events worth millions, I ensured everything aligned with our brand vision.
I managed the entire creative supply chain, guaranteeing projects were on time, within budget, and elevated the end product. My digital tool belt was always ready, implementing the latest production tools when needed. A trendsetter both internally and externally, I collaborated closely with Brand, Segment, Product, and COE MarCom teams, anticipating and spearheading the next big thing in brand activation.
Efficiency was my forte, having established a streamlined engagement model across MarCom and COEs. Beyond the in-house team, I forged and cultivated relationships with external vendors and agencies. Talent development was a priority as I mentored creatives and program managers, guiding them towards their goals.
With a proven track record of excellence in integrated omnichannel campaigns and MarCom initiatives, I brought an impactful vibe to the creative landscape.
2013-2019
BNY Mellon|Pershing | Vice President, Sr. Integrated Campaign and Program Manager
I was instrumental in transforming the operational and project management processes for the entire Program Management team, implementing strategies that significantly enhance the speed to market. These initiatives resulted in the successful delivery of hundreds of campaigns. Working in close collaboration with business stakeholders and our in-house agency of creatives and digital marketers, I ensured projects were strategically positioned for a robust kickoff and ultimately achieve successful outcomes.
My contributions extended to researching, procuring, onboarding, and launching the firm's inaugural global creative workflow management tool. This innovative tool has had an exponential impact on creative and digital performance, fostering enhanced collaboration, efficiency, and transparency in resource allocation.
Effectively juggling the management of multiple high-profile campaigns, I consistently ensured they stay within scope and budget. Additionally, I've played a key role in establishing best practices, fostering improved collaboration, and optimizing workflows, resulting in greater accuracy in project estimations.
I have taken the lead in optimizing capacity planning for the creative and digital team, spearheading the development of reliable resource forecasting strategies. Simultaneously, I hold the responsibility for overseeing the production of the firm's annual multi-million-dollar flagship events, ensuring seamless execution and success.
2007-2010
BNY Mellon|Pershing | Team Leader, Credit Services
I led an exceptionally talented team of top-performing individuals dedicated to supporting client onboarding, retirement products, and asset movements. As part of my initiatives, I founded an internal program aimed at certifying employees as subject matter experts. This involved designing a series of training initiatives, creating educational content, and implementing ongoing performance measurement strategies. Through these efforts, I fostered a culture of expertise within the team, ensuring a high level of proficiency and efficiency in handling client onboarding, retirement products, and asset movements.
2010-2013
BNY Mellon|Pershing | Assistant Vice President, Sr. Client Trainer
I served as the dedicated primary training contact for the firm's most valuable clients, overseeing the overall introduction, education, and utilization of our products and services. Drawing upon my expertise as a subject matter authority in Pershing's technology, policies, and procedures, I effectively managed client relationships. This involved collaborating internally to support global business initiatives, navigate product enhancements, address regulatory changes, and implement process improvements, ensuring clients remained informed and satisfied.
Additionally, I directly partnered with Pershing's Platinum Clients, actively participating in the development and execution of annual training objectives. I orchestrated scheduled tours and oversaw the seamless rollout of new products. Moreover, I played a crucial role in supporting large-scale client transitions through onsite engagements and facilitating new business onboarding activities. This comprehensive approach allowed me to contribute significantly to the success and satisfaction of our valued clients.
2005-2007
BNY Mellon|Pershing | Client Success Manager, Credit Services
I acted as a first-response point of contact, swiftly addressing client requests and resolving challenging client circumstances as a representative of the organization. My commitment to delivering world-class client service was reflected in consistently maintaining peak client satisfaction and loyalty ratings. Handling high volumes of inbound connections, I provided accurate, effective, and timely resolutions across a diverse range of disciplines. I consistently outperformed on all service monitoring metrics, showcasing my dedication to excellence in client service and issue resolution.
strengths & capabilitiesprofessionalPersonalBrand Strategy
Creative Direction
Campaign Management
Event Management
Resource Management
Creative Production
Marketing Automation
Digital Strategy
Agency Management
GTM Execution
Data Analysis
Consultative Solutioning
Process Optimization
Passionate
Creative
Empathetic
Enthusiastic
Expert Communicator
Multi-faceted
Innovative
Problem Solver
Team-Oriented Leader
Resourceful
Determined
Dependable
Rule Maker & Breaker :)
licenses2019-PresentProject Management Institute
Project Management Professional (PMP)®
2016-PresentSix Sigma - BNY Mellon QMO
Green Belt
education2001-2006New Jersey City University
Bachelor of Arts Degree