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Summary

Experienced, strategic public relations professional with a proven track record of developing high-performing, client-centric public relations teams. Former journalist whose diversified background includes leading global advocacy efforts to establish financial planning as a distinct profession, while promoting the CERTIFIED FINANCIAL PLANNER certification brand as the global symbol of excellence in financial planning. Known as a creative and resourceful communicator with award-winning crisis communication skills, high energy, and a collaborative leadership style.

  • Strategic Communications Planning
  • Executive Counsel
  • Media Relations/Spokesperson
  • Change Management
  • Social Media Strategy
  • Internal Communications
  • Client Service/Relationship Management
  • Expert Positioning

Work experience

2013Present

Owner and Principal

msgwrks ltd.

  • Provide strategic counsel and tactical execution for clients to assist them in maximizing their communications assets. Clients include Financial Planning Standards Board Ltd. and Artair Photography.
20082013

Director of Communications

Financial Planning Standards Board Ltd.
  • Oversaw the global brand for an international certification program that has grown by nearly 25 percent in five years
  • Developed relationships with global financial services regulators, leading to a successful petition for membership in the International Organization of Securities Commissions (IOSCO)
  • Developed a pro bono research partnership with a leading global financial services research firm to measure satisfaction and career advancement among CERTIFIED FINANCIAL PLANNER professionals
  • Acted as company spokesperson, working with both trade and consumer media internationally
  • Created a social media strategy to increase recognition and awareness of financial planning that included the development of financialplanet.org, which connects FPSB directly to CFP professionals globally
  • Worked closely with and advised executive team on strategic planning as it pertains to internal and external communications
  • Developed marketing tools and templates to support member organizations’ certification efforts and consumer awareness programs
  • Conducted management system audits for member organizations in 14 countries to ensure compliance and alignment with FPSB’s standards
  • Advised Board of Directors on crisis communication issues and maintain FPSB’s crisis communications plan
20002008

Vice President

Lawscomm Interactive Communications
  • Effectively managed client turnover, resulting in an increase in average client retention from one year to three years
  • Developed an award-winning investor relations program for On Command corporation that resulted in an immediate increase in analyst coverage
  • Led crisis communications efforts for Shea Homes, Saunders Construction and the Home Builders Association of Metro Denver, resulting in positive media coverage and crisis mitigation
  • Led sponsorship and awareness efforts for the Denver Parade of Homes, resulting in record attendance and sponsorship income for the Home Builders Association of Metro Denver
  • Developed an expert positioning campaign using case studies and speaking opportunities to generate positive awareness for Fischer Imaging’s digital mammography equipment
  • Successfully leveraged dentist and patient testimonials to position Denver’s Perry & Young as the premier dental lab in the Rocky Mountain region
19982000

Associate Partner

Genesis Inc.
  • Supported agency partners by conducting research, developing strategic investor relations and branding plans for clients, writing annual reports and marketing collateral materials, and managing agency workflow to complete client projects
  • Developed a successful “brand university” program and co-presented it with the client to headquarters employees at Meritor Inc., a global commercial vehicle manufacturer
  • Successfully launched an investor relations program for Data Critical Corporation, a wireless healthcare technology company that later sold to General Electric
  • Supported rebranding efforts at Parker Hannifin Corporation by bringing marketing divisions together to align their messaging and design to support a stronger, more cohesive brand
19911998

Marketing Communications Manager

Colorado Lottery

  • Helped to generate millions of dollars in revenue and proceeds for parks, recreation and wildlife by creating successful marketing launches for the Lottery’s Keno and Cash 5 games
  • Led media relations efforts to generate awareness and sales during large Lotto jackpots
  • Acted as the drawing manager for Lotto and Keno, leading a team of security, audit, and public witnesses to ensure drawings upheld the integrity of the Lottery’s brands
  • Developed and implemented an award-winning crisis communications plan that calmed public criticism of a Lottery ticket promotion

Education

Portfolio

Portfolio

Certifications

2012Present

Lead Auditor Qualification

SAI Global