Consulting Experience
Updated - Q1 2025
Below are brief descriptions of my roles in consulting engagements with clients across economic sectors, developed and emerging markets. Included here are corporate communications engagements encompassing brand definition, brand expression, stakeholder engagement and program evaluation.
I completed some of these engagements as an independent consultant; others were part of the client portfolios in my agency roles. Through these engagements, I have helped my clients raise capital, launch products and businesses, enter new markets, respond to crises, and achieve favorable outcomes in mergers and acquisitions (M&A).
I organized these engagements into eight categories:
Financial
Technology
Health
Publishing
Real Estate
Commodity Supply Chain
Consumer Goods
Heads of State
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Financial
Past clients in financial services include asset managers, asset owners, banks, financial technology startups, and industry associations, with engagements encompassing earned media, event management, market entries, M&A, fund launches, opinion surveys, crisis communications and a legislative proposal.
ADVISORS ASSET MANAGEMENT - Led agency team responsible for the brand audit and earned-media strategy for this distribution platform with annual asset sales of more than $15 billion.
AIRNET-21 - Managed message development, digital strategies and media relations for this legislative proposal for a $30 billion sustainable funding source for Northeast Corridor transportation infrastructure.
ALTO - Served as Senior Director of Content for this provider of self-directed IRAs for investors in alternative assets. Developed message platforms, website copy, and sales fact sheets for individual investors and RIAs.
BANK OF AMERICA - Served as the PR agency project leader for two financial community perception surveys. Provided counsel on message development to the media relations team for the Corporate and Investment Bank.
CAPITAL MARKET LABORATORIES - Managed communications, marketing and investor relations (IR) for the launch of this data visualization innovator founded by veterans of ESG pioneer GMI Ratings.
CLAYTON DUBILIER & RICE - Participated in transaction communications for several of the firm's leveraged buyouts. Helped produce a promotional video.
CREDIT BENCHMARK - Led consulting engagement to help this UK-based data science innovator enter the U.S. market. Positioned the firm’s “bank-sourced” credit data as an alternative to the Big Three credit rating agencies (aka NRSROs).
CEDAR CAPITAL - Led agency team responsible for broad-ranging engagement encompassing corporate positioning, the earned media strategy and transaction communications for this ETF strategist’s acquisition of the assets of F-Squared Investments.
EMERGING GLOBAL ADVISORS - Led agency team responsible for the earned-media strategy for this provider of strategic beta portfolios in emerging markets with about $1 billion in AUM. Managed communications for the firm’s acquisition by Columbia Threadneedle.
ETF SECURITIES - Led earned-media strategy in support of the firm’s entry into the U.S. market.
EXCEED INVESTMENTS - Led agency team responsible for the earned-media strategy for this innovator in defined-outcome investing, an investment discipline which shapes the potential outcomes of an existing index or security to fit pre-set protection and return levels.
FIDUCIARY TRUST - Led agency team with broad responsibilities for the U.S. earned media strategy, including communications for the appointment of the new CEO, campaigns targeting sustainability-minded clients, and a thought leadership program for the Chief Investment Officer and several departmental leaders.
FINCA INTERNATIONAL - Completed a pro bono media relations campaign for this network of microfinance institutions and banks worldwide. Secured a placement in Forbes: For The Black Sea State of Georgia, There's Economic Life Post-Russia.
MORGAN STANLEY - Completed peer-group audit for the firm’s technology organization gauging dominant themes in media coverage and corporate content focused on systemically disruptive innovations, particularly Artificial Intelligence (AI), blockchain and cryptocurrency, cybersecurity and cloud computing.
NEW STREAM CAPITAL - Represented the asset-based lender in two separate consulting engagements, initially focused on corporate communications, investor relations and market research, then on crisis communications related to regulatory and law enforcement probes.
REALITY SHARES - Led earned-media strategy for this ETF issuer and index provider.
RENAISSANCE CAPITAL - Played key role in an agency engagement encompassing opinion research, major announcements, and on-the-ground support at the Moscow headquarters.
SCHRODERS - Led agency team responsible for the North American earned-media strategy for this global asset management company. Generated extensive on-message coverage of several strategies (e.g., equity, fixed income, emerging markets, multi-asset, ESG, insurance-linked securities) and the 2016 International Media Day.
SCHULTZE ASSET MANAGEMENT - Led agency team responsible for the earned-media strategy for this $500 million hedge fund specializing in distressed assets and special situations.
TRUINDEPENDENCE - Led agency team responsible for the earned-media strategy for this premier consultancy for investment professionals seeking to launch independent firms.
VESTED - Served as a freelance content creation resource for FinTech clients in 2021.
Technology
Past clients in technology include leaders in cybersecurity, business software, telecommunications, alternative energy, semiconductor equipment and materials.
BMC SOFTWARE - Provided counsel on transaction communications.
DEUTSCHE TELEKOM - Provided investor relations support for the company’s IPO on the New York Stock Exchange.
ENER 1 - Served as the investor relations (IR) account leader for the agency team responsible for global communications and responses to short-seller and activist investor campaigns.
ENERGY CONVERSION DEVICES - Served as the investor relations (IR) agency account manager with broad responsibilities for financial community surveys, corporate communications and quarterly earnings reporting.
INTERNET SECURITY SYSTEMS - Provided investor relations support for the IPO and conducted financial community perception surveys.
JUNO ONLINE SERVICES - After serving as the company's head of investor relations, I continued working closely with the ISP on quarterly earnings reports when I returned to consulting.
MCAFEE - Provided outsourced investor relations (IR) services, including message development, content creation and investor surveys for quarterly earnings reporting.
MELLANOX TECHNOLOGIES – Helped organize two Investor Day events for this multinational supplier of computer networking products.
SEMICONDUCTOR EQUIPMENT AND MATERIALS INTERNATIONAL (SEMI) - Conducted two financial community perception surveys.
MUSE TECHNOLOGIES - Provided investor relations support for the Nasdaq IPO and managed media relations in the aftermarket.
VIMPELCOM - Provided investor relations support for the company’s historic IPO on the New York Stock Exchange. (It was the first Russian company to go public in the U.S.)
Health
Past clients in health-related industries have included public and private companies in Big Pharma, specialty pharma and medical technology,
BENTLEY PHARMACEUTICALS - Provided investor relations support in two agency roles – Feinstein Kean Healthcare (Ogilvy Health) and RF|Binder.
BRAINSWAY - Completed a training program with this innovator in Transcranial Magnetic Stimulation (TMS) technology.
EPICEPT - Served as the investor relations (IR) agency account leader for the company's merger with Maxim Pharmaceuticals and the settlement of securities litigation in 2006.
LILLY - Contributed essays to Reintegration Today, a publication of the Lilly Center for Reintegration focusing on the stories of people living with psychosis.
NABI BIOPHARMACEUTICALS - Served as the investor relations (IR) agency account leader managing support for quarterly earnings reports, annual reports, conference attendance and investor surveys.
PHARMOS - Served as the account leader for this biotech with a cannabis-based molecule in Phase 2 trials as a treatment for traumatic brain injury.
Publishing
Past clients include traditional public and private companies in publishing and alternative media.
BRIDGE21 PUBLICATIONS - Managed corporate communications and book publicity for this boutique academic publisher connecting East Asian and English-speaking cultures around the world.
REED ELSEVIER - Provided support for the company's annual qualitative financial community surveys.
REUTERS - Provided support for the company's annual qualitative financial community surveys.
THREEL MEDIA - Led communications and business development for the launch of a new media venture focused on gender and sexuality.
Real Estate
Past clients in real estate include developers, home builders, and FinTechs.
NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS (NAREIT) - Served as the investor relations (IR) agency account leader with broad responsibilities for the brand audit, financial community outreach, perception surveys and financial media relations.
LIGHTSTONE GROUP - I developed thought leadership content for the CEO of this investor, developer, lender, operator, and owner working across the residential, hospitality, and commercial sectors.
HOMEX - Conducted two financial community perception surveys.
CROWDSTREET - Created educational content focusing on Sunbelt migration and commercial real estate investments as a hedge against inflation.
Commodity Supply Chain
Past clients include public and private companies across the commodity supply chain, from extraction to distribution.
AIRCASTLE - Served as the investor relations agency account manager with broad responsibilities for message development, content creation, quarterly reporting, equity marketing and financial community perception surveys.
BP - Provided support for the annual financial community perception survey.
DORIAN LPG - Led earned-media strategy for this liquefied petroleum gas shipping company focusing on IMO 2020 maritime fuel emission standards.
NEW YORK REGIONAL INTERCONNECT (NYRI) - Served as an agency account manager for this $2.1 billion project to build a 190-mile high-voltage direct current (HVDC) transmission line across New York State.
RAILAMERICA - Served as the investor relations agency account manager with broad responsibilities for message development, content creation, quarterly reporting, equity marketing and financial community perception surveys.
REPSOL YPF - Provided support for message development and crisis preparedness.
RUSAL - Conducted two multi-stakeholder perception audits. Presented findings to the management team at Moscow headquarters.
Consumer Goods
In addition to the consumer brands among my technology and pharma clients, I gained experience in the beverage industry.
FEMSA - Served as the investor relations (IR) agency account manager with broad responsibilities for the annual report and the annual financial community survey for this Mexican beer maker.
COCA COLA FEMSA - Served as the investor relations (IR) agency account manager with broad responsibilities for the annual report and the annual financial community survey for this Mexican Coca Cola bottler.
Heads of State
So far, I’ve only worked with one head of state, but my doors are open for business. In my one and only professional experience with a government leader, I arranged introductory briefings with institutional investors for Frederick Jacob Titus Chiluba, president of Zambia from 1991 to 2002.