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:

• Borland
• Intel
• Intuit (Quicken Kids & Money)
• Macworld
• Microsoft
• 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.