What I’ve Done.

  • Case Study: Financial Education for a New Generation

    SunTrust Banks launched The onUp Movement in 2016 to bring its purpose of financial well-being to a broader audience. The onUp Challenge was the first digital demonstration of this initiative, providing a self-directed course for anyone wanting to learn more about managing their money.

    Role: Content lead

  • Video: Delta Peanut Profile

    This short shares the story of Delta Peanut, which brought change to the community and struggling families of Jonesboro, Arkansas. The video also showcases the support Delta received from Truist, its commercial lender who provided support and guidance along the way.

    Role: Content lead

  • Case Study: Podcast for a Niche Audience

    TD Ameritrade Institutional wanted to connect with its advisor clients and prospects through a channel we knew they were already using: podcasts. Through effective and emotional storytelling, we found a way for our content to stand out from our competitors.

    Role: Content strategist

  • Magazine: orange, vol. 19

    orange Magazine is Imagination’s semi-annual look at trends in content marketing — from podcasts to content hubs, videos to UGC — and what these developments mean to industry leaders. orange was the most successful lead-generating tool at Imagination for several years.

    Role: Editor-in-Chief

  • Case Study: B2B Campaign for the Big Game

    To coincide with the 2019 Super Bowl in Atlanta, SunTrust Bank launched the Sport of Business campaign, giving the regional bank’s content a unique strategic edge in the crowded financial services landscape.

    Role: Content lead

  • E-book: SunTrust Guide to Competitive Strategy

    To stand out in the crowded commercial banking industry, SunTrust wanted to provide robust education for its clients and prospects. This “Definitive Guide to Competitive Strategy” featured proprietary research, interviews with thought leaders, and evidence that SunTrust is a banking partner that knows how to stay competitive.

    Role: Editor-in-Chief

  • Video: Self-Custodial Wallets

    The collapse of crypto exchanges in 2022 was a cause for concern and a contributing factor to falling cryptocurrency prices. This brief, humorous, and easily digestible video created for social media explained how the self-custodial feature of the Olliv wallet keeps customers’ assets secure.

    Role: Content lead & Producer

  • Article: How to Determine the Right Runway for Your Startup

    This article, created for JPMorgan Chase’s business banking division aimed at startups, was a top-funnel piece designed to educate and identify challenges. The objective was to demonstrate knowledge and credibility and to establish JPMorgan as a source of expertise.

    Role: (Ghost) writer

  • Podcast: Beyond the Portfolio

    Referenced in the above case study, the “Beyond the Portfolio” podcast took the potentially mundane topic of investor/client relationships and introduced a human element. Each episode focused on a different kind of role advisors take on beyond that of a portfolio manager: a marriage counselor, a grief therapist, a “bad cop,” and more.

    Role: Content strategist

  • Strategy Deck: SunTrust Private Wealth, 2018

    When planning for 2018, we wanted to accomplish three things with our client —SunTrust Private Wealth Management and Private Banking and Investment Group (PBIG). We wanted to demonstrate the effectiveness of our always-on content program, highlight the competitive content landscape, and explain how we could better engage their target audience in the future.

    Role: Content strategist

  • Strategy Deck: LendingPoint Kickoff Strategy, 2021

    Imagination had signed LendingPoint as a new client, but then came the fun part: presenting a holistic strategy that would accomplish the firm’s objectives. We pitched a digital content plan, anchored by content clusters, which would speak to key audiences about topics they were actively researching.

    Role: Content strategist

  • Strategy Deck: onUpdates Newsletter, 2019

    The onUpdates email strategy was a biweekly content newsletter aimed at educating a growing audience and establishing SunTrust as a trusted thought leader for financial services. This presentation analyzed past performance and proposed optimized strategic approaches for the future.

    Role: Content strategist

  • Video: Showcasing TD Ameritrade Institutional's Culture

    TD Ameritrade Institutional thrives because of its energetic, warm culture. We created a series of four videos, shot on-site at their suburban Dallas headquarters and featuring teammates speaking about what makes their employer special.

    Role: Content lead

  • Article: Options Trading Primer

    A tactical primer from early in my career, this explains eight derivatives-trading strategies. Targeting a laymen’s audience, the dense information is presented in succinct terms and analogies.

  • Infographic: Set millennial and GenZ teammates up for success

    Optimized separately for print and digital, this infographic was written for company leaders looking for tips on empowering and engaging with teammates from different generations.

  • Case Study: Award-Winning Approach Drives Leads

    The omnichannel content program for TD Ameritrade Institutional had several goals, including demonstrating thought leadership and establishing deeper engagement with prospects and clients. This case study showcases what we delivered and how it succeeded.

    Role: Content lead

  • Slide Deck: Cryptocurrency Drives Financial Inclusion

    One of the challenges in crypto is getting around the perception that it’s only for speculative investors. Globally, it serves an important purpose of providing access to financial independence for those not welcomed by or comfortable with traditional financial services.

    Role: Content lead

  • Video: Merging for Success

    Truist Banks used this business profile to demonstrate how they helped a client navigate through a complicated merger process. Interviewing the company founder and capturing b-roll of the facility operations added visual intrigue to this commercial financing tale.

    Role: Content strategist

  • Collateral: Who Are Our Kiosk Customers?

    A one-page infographic designed for both B2B leads (future crypto ATM hosts) and potential investors, illustrating internal research about our primary customer base.

    Role: Content lead

  • Collateral: What Is Olliv?

    When launching its new cryptocurrency trading platform, Olliv, CoinFlip wanted a succinct deliverable that would highlight what Olliv had to offer and why it stands out.

    Role: Content lead