Portfolio

My work

A selection of campaigns, systems, and stories from across marketing technology, communications, and the newsroom. Client and employer work is anonymized where confidentiality applies.

Social media

Posts and campaigns written to earn attention in a feed — where the first line does all the work.

Content calendarWealth management

Monthly social content calendar — RIA

A full month of paired Facebook and LinkedIn posts for an independent registered investment advisor, written so a compliance reviewer could approve the month in one pass. Client anonymized.

Content calendar529 college savings

Four-channel calendar — 529 plan

One message, four audiences: LinkedIn, Facebook, X and Instagram copy written separately rather than copy-pasted, with frame-by-frame Story direction built into the calendar. Client anonymized.

Posts from my own feed

A selection of my posts on X. If your browser blocks third-party embeds, each one links through to the original.

AI & automation

Systems that let a small team behave like a large one — agents, workflows, and marketing operations built to remove manual steps.

Case studyHealthcare workforce

AI agents in clinician credentialing

A customer case study I wrote and designed in a founding go-to-market role: how a national staffing firm cut manual credentialing work with AI agents embedded in the tools its team already used. 34,705 agent actions, 56% of them outside business hours.

Lead routingGlobal technology company

Automated lead routing at global scale

I own the automated routing pathways behind Contact Sales CTAs — standard and event-driven contact requests, customer service transfers, internal referrals, and bot-originated leads — feeding a $100M FY26 pipeline and 151.6K qualified leads across 70 countries.

Copilot agentGlobal technology company

A Copilot agent for queue configuration

Building new lead-routing queues used to require tribal knowledge and a specialist. I built a Copilot agent that walks product marketers and campaign managers through the setup themselves — turning a bottleneck into a self-service step.

DiagnosticsGlobal technology company

Finding the routing failures nobody was looking for

Automated link generation for event contact forms was quietly producing mismatched routing. I traced the failures back through the naming automation and surfaced them before they cost the pipeline — the unglamorous half of marketing automation work.

ArchitectureRotational program pilot

Email bot pilot architecture

Designed the architecture for an email bot pilot serving an SMB sales team — mapping where an automated responder could take load off sellers without taking judgment away from them.

NewsletterPersonal project

AI prompts for MBA applicants

A LinkedIn newsletter of prompt recipes for business school applicants — including a series on applying behavioral economics concepts to application essays, with the full prompt architecture published so readers can adapt it.

Earned media & press releases

Announcements, pitches, and placements — written by someone who spent years on the receiving end of them.

Press release

HomePace Series A announcement

I organized the announcement campaign for a fintech Series A — wrote the release, built the media list, and ran the outreach. It earned seven placements, including Business Insider, Axios, Inman, FinLedger and GlobeSt.

Press release

Trelora doubles its national footprint

A five-market expansion announcement for a fair-fee residential brokerage, led with the consumer savings rather than the corporate footprint — and built around a Chipotle co-CEO's endorsement.

PlacementForbes

"This Is How You Can Stress Test Your Retirement Savings"

I wrote the pitch that landed my client — a retirement income planning platform — in Forbes, positioning its founder as a source on stress-testing retirement plans.

PlacementFox Business

"Choosing to rent or buy?"

Placed my brokerage client's CEO as the expert voice in a Fox Business personal finance piece on home affordability.

JournalismDenver Business Journal

Investigative and data reporting

Before PR, I was on the other side of the pitch. Reporting for the Denver Business Journal included an investigation into the state securities commissioner's qualifications and enforcement record, and an analysis of hundreds of SBA loan records that found lending disparities across Colorado.

Full portfolio

Earned media & PR portfolio

The complete compilation — placements in Business Insider, ThinkAdvisor, Fox Business, Forbes and Inc., plus the press releases behind them.

Articles are reproduced in full for portfolio review only; copyright remains with the original publishers.

Media & marketing strategy

The documents behind the deliverables: positioning, messaging frameworks, go-to-market plans, and measurement.

Strategy planWealth management

Social media strategy update — $2.8B RIA

Reopening a plan that COVID and a summer of social unrest had put on hold. Two recommendations: get employees sharing on LinkedIn within a compliance framework they trust, and make the firm's expertise visible instead of implied. Client anonymized.

Strategy planEarly-stage RIA

Social software strategy — six-week stand-up

A founder-led firm with a fast-growing following and no infrastructure behind it. A sequenced six-week plan to choose a platform, configure monitoring, and get calendar and analytics templates running — with a costed vendor comparison and the logic for choosing between tiers. Client anonymized.

PositioningPre-seed healthcare AI

Founding GTM positioning & sales collateral

In a founding go-to-market role at a pre-seed healthcare workforce startup: the category story, the one-page sales briefing that explains an agent system to a staffing executive in thirty seconds, the customer proof program, and the investor and partner outreach built on top of them.

Media relationsMedtech startup

Launch campaign planning

Media list construction, release development through multiple drafts, and permission workflows for a 3D-printing medtech startup expanding from elite sports into consumer and clinical markets — the planning layer underneath a launch, where most of the outcome is decided.