Client List

I have helped build business for a broad range of clients in the financial services, high-tech, telecommunications, and travel industries.

FINANCIAL SERVICES:

I have worked with the following financial institutions on acquisitions/conversions, new product launches, product sales, account activations, retention campaigns, or strategic planning. Products include IRAs, payroll processing services, home equity loans and lines of credit, I-shares, bank cards, small business products, and personal banker accounts.

  • Bank of America
  • Barclays Global Investments
  • Charles Schwab
  • Citibank
  • Fleet/BankBoston Financial
  • Wells Fargo Bank
  • ANZ Bank (Australia)

HIGH-TECH:

I’ve produced customer acquisition and retention campaigns, product sales, renewals, upgrades, seminar invitations, learning modules, and/or strategic recommendations for the following companies:

  • Autodesk
  • Borland
  • Intel
  • Intuit (Quicken Kids & Money)
  • Macworld 
  • Microsoft
  • PC magazine
  • PC World
  • Yahoo!

EDUCATIONAL TRAVEL:

As Director of Marketing at High Country Passage (now World Leaders Travel), I used e-mail campaigns, websites, brochures, catalogs and print ads to help the following organizations and institutions market educational travel to their constituencies.

  • American Museum of Natural History Expeditions
  • UC Berkeley’s Cal Discoveries
  • California Academy of Sciences Travel Program
  • California Commonwealth Club’s Travel Club
  • Harvard Alumni Association Travel/Study
  • MIT Alumni Travel Program
  • National Trust for Historic Preservation – Tours
  • National Geographic Expeditions
  • Smithsonian Journeys
  • Stanford Travel/Study
  • Yale Educational Travel

CALL TODAY (415) 209-6325 to discuss how we might work together.