Harbor Access 

Building and strengthening investor brands through targeted marketing and strategic communications programs.

Managing Director, Investor Relations Marketing & Communications

Working at the intersection of Marketing & Communications to create and accelerate revenue growth. 

Clients:
Eve's Addiction
Harris WebWorks
Wentworth Financial Communications
Salesforce.com
William Blair
Evenkeel Performance Insoles
Netz Capital Management

Marketing/Brand Consultant

Woodbridge International

Led global multi-channel marketing campaigns for the Sell-side and Buy-side targeting private equity and strategic buyers in North America and Europe. Developed investment thesis, including shaping brand messaging and posiitoning delivering more than 250 CIMs (corporate informational memorandums) and supporting materials.

SVP, Marketing & Communication | Middle-Market Investment Banking Advisory

Lead writer/editor of high-performing investor and financial communications for M&A sell- and buy-side clients in diverse industries including SaaS, manufacturing, services, consumer products, among others.

Sr. Writer & Analyst

Consultant/Contractor

Empowering a global roster of B2B and DTC clients including Netz Capital Management (commercial real estate investors), 3Prime (digital marketing agency), Biohaven Pharmaceuticals (biotech), Pelli Clark Pelli Architects (architects), Victorinox/Swiss Army (consumer and personal products), StratMar Retail Systems (digital marketing agency), Piada (restaurant group), Hudson Fusion (digital marketing agency), Salvador Dali Museum (art museum), through differentiated Branding, Marketing and PR.

Sample projects -

•	Brand-led Communications and Marketing: Web, Email, Video, Short/Long
•	Corporate Communications and Investor Communications/C-Level Thought Leadership
•	Content Marketing for web, email, blogs, brochures, social media, video scripts, events, media and PR
•	M&A, VC, Real Estate, DTC, B2B, Entertainment, Art, Publishing, SaaS experience
•	Branding, Messaging, Writing/Editing, Positioning, Storytelling, Category Framing
•	Opportunity Brainstorm, Identification & Development (Growth Marketing/New Products-Services)

Expertise in marketing, branding and sales communications for corporate, product and markets, business development, business intelligence, positioning, M&A due diligence; category positioning, messaging, storytelling, operational narratives, keyword (SE0) development, selection, brand awareness, demand generation, sticky websites, lead and conversion marketing, market differentiation,  taglines; content; investment decks, sales pitches, product brochures, sell sheets, technical; white papers, case comparative studies; PR, press releases; direct response email copy; copywriting, white papers, media expertise:  LinkedIn, Twitter, Facebook, Instagram, YouTube, Vimeo, blog and web copy.

Marketing Advisor

Gazelle.com

Hire #9 for this high-growth, DTC subscription-model start-up selling legwear and leg gear. Responsible for demand generation including viral marketing campaigns designed to buzz in the press, with consumers & strategic partners, increase brand and category awareness, and site traffic to convert visitors. Structured, negotiated and managed strategic partner relationships, media relations & press spokesperson, selection, onboarding/managing new programs and partners, and outside agency management, content marketing & writing for acquisition & retention - email] & website landing pages, among other projects with above-average CTRs and conversion. [out of business, URL sold]

Sr. Marketing Manager |  Demand Generation | E-commerce

Auctions.com

Acquired and provided all levels of marketing and product support for merchant dotcom partners; Worked closely with senior-level management to grow partners to projected online sales and marketing goals; Ongoing partner management and e-business consultant.

Project Manager |  E-commerce |  Corporate Online Auctions

Simon & Schuster (The Bureau of Business Practice)/ViacomCBS

Developed and launched new media products marketed via direct response; responsibilities included audience research/insights, product development (design, content, graphics, authors); brand positioning, pricing, target market and distribution channels; development of marketing, communication & sales collateral; public relations, partnerships and alliances; co-managed nascent e-business strategy, products, Internet marketing. Types of products launched included print & e-newsletters, training manuals, CD-ROMS (remember those?)

New Product Development | Media

Business New Haven

Wrote and edited more than 50 business stories (spot and features) for this leading regional bi-monthly B2B magazine. Content areas: venture capital, start-ups, strategic growth and financing.

Business Journalist | Start-Ups | Venture Capital | Biotech

Delivering strategic relevance and differential positioning across investor relations with 20+ years of expertise in marketing, PR and strategic communication programs for privately-held and publicly-traded companies in North America, Europe and Asia. 

Capital Markets Strategy & Positioning | Financial Communications | Investor Marketing | Corporate Communications & Marketing | Equity Narratives & Storytelling | Investment Thesis Development | Messaging | Retail Investor Engagement | Social Media & Video Content | Disclosure Guidance | Go to Market Playbooks | Pre- & -Post-IPO Communication | Cross-Functional & Cross-Cultural Management | Global Equity Marketing | Multilingual | Dual National US/EU

Former contributor: IR Magazine, Country Capitalist, Corporate Connecticut, others
Author/Editor: Timing is Everything

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