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Work Background
Brand + Product Strategy Lead
One Part CoBrand + Product Strategy Lead
Nov. 2017Norwalk, ConnecticutI lead brand, product, and creative strategy for a premium infusion brand recognized by Oprah’s Favorite Things and carried by Williams Sonoma, Anthropologie, and Sharper Image. My role connects product development, packaging, full-channel messaging, and go-to-market—driving performance across DTC, B2B, and custom segments. Key Contributions • Build brand and product systems from scratch—owning strategy, positioning, packaging, and GTM. • Optimize product mix to achieve 30% AOV growth; smart email segmentation generates min 30% RCR. • Develop modular messaging that links packaging, digital, and campaign content. • Create QR-driven flows that connect physical products to dynamic digital content experiences. • Apply commercial and operational insight to support lean scaling and automation-ready growth. • Collaborate across packaging, ops, and fulfillment to align product, message, and customer experience.
Brand & Product/Content Strategist
TeroformaBrand & Product/Content Strategist
Aug. 2006 - Mar. 2020Norwalk, CTI shaped brand narrative and content strategy for a home and barware company whose products were sold at Crate & Barrel, Pottery Barn, Neiman Marcus, Bloomingdale’s, and international retailers. My work translated material and process choices into compelling product stories delivered through packaging, print, and digital. Key Contributions • Developed 200+ original products from concept to shelf with integrated brand/messaging systems. • Built naming and verbal architecture that defined a new product category in the space. • Delivered consistent messaging across DTC, wholesale, and global retail partners. • Helped the brand earn the IHA Global Innovation Award for Product Design. • Worked alongside design, sourcing, and channel partners to ensure consistency across brand systems.
Director
UBSDirector
Mar. 2004 - Mar. 2006New York, New York• Advised clients in the financial institutions sector on over $75B in capital raising, M&A, and corporate finance transactions in the US and Europe. • Translated highly technical financial concepts into clear, executive-ready narratives used in boardrooms and investor meetings for the wide spectrum of financial entities, including banks, general insurers, bancassurance entities, stock exchanges, and electronic marketplaces. • Built early expertise in explaining emerging fintech business models - balancing analytical depth with clarity, speed, and strategic framing.
Associate Director
UBSAssociate Director
Mar. 2002 - Mar. 2004London, England
Analyst
UBSAnalyst
Jun. 1999 - Mar. 2002London, England
Fixed Income Analyst
CRESTFixed Income Analyst
Oct. 1998 - May. 1999London, United KingdomProvided technical financial analysis for structured migration of GILT settlement from Bank of England to independent electronic platform.
Analyst
Sonnenblick-GoldmanAnalyst
Oct. 1996 - Jul. 1997Greater New York City AreaProvided financial analysis support to real estate investment banking and syndicated loan brokerage teams.
Assistant to the USG for Public Affairs
United NationsAssistant to the USG for Public Affairs
Jun. 1996 - Oct. 1996Greater New York City AreaSupported the efforts of the Office of the Under-Secretary General for Public Affairs during the 50th General Assembly at UN Headquarters in NYC.
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