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Work Background
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.
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.
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.
UBSAssociate Director
Mar. 2002 - Mar. 2004London, England
UBSAnalyst
Jun. 1999 - Mar. 2002London, England
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.
Sonnenblick-GoldmanAnalyst
Oct. 1996 - Jul. 1997Greater New York City AreaProvided financial analysis support to real estate investment banking and syndicated loan brokerage teams.
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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