Portfolio
The work.
Ten projects across growth, marketing, communications, digital and AI adoption, and new ventures.
Firm:
Signals of Clarity™ · Three-month live MVP
Signals of Clarity Personalization MVP
MarketingDigital & AI
1M+ new users reached
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UBS · 2016–2020
Nationwide Digital Rollout
CommunicationsDigital & AI
6,000+ UBS advisors
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LPL Financial · 2020–2021
Lead Assist Referral Platform & Innovation Incubator
New VenturesDigital & AIAdvisor Enablement
16,000+ independent advisors, LPL Lead Assist
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GreenByrd Advisory · 2025
AI Assessment & Strategic Roadmap for an Independent Wealth Network
StrategyDigital & AI
6.1x projected Year-1 ROI
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