My role

• Senior Designer on team of five designers

• Supported Private Wealth Management, New York region, and a company-wide rebranding effort

• Completed over 550 projects from 2018-2022

• Supported the Bank’s 20% year-over-year growth

• Collaborated with nearly all marketing subteams over 7 years’ time

Brand awareness campaigns

• Campaign generated a 10% brand awareness lift in New York

• 470MM impressions during 2021–2022

• Iterations displayed in Hudson Yards, Grand Central Station, and Chelsea Piers for 3 years

Proprietary typefaces

• Developed in correspondence with type house Dalton Maag

• Optimized for brand and digital finance

• Static and variable formats

Digital advertising and social media

Design and animation for numerous campaigns across social media, retail digital signage, and digital advertising

Infographic evolution

Evolution (from left to right) to align legacy infographic with refreshed brand

Business materials

• Interpreting business intent, user needs, and brand guidelines into many assets over 7 years' time, in collaboration with cross-functional teams

• Flyer with elements used for composition (below)

Direct mail for the ultra-high-net-worth

• Target audience: Portland clients with $50MM minimum assets

• Blind embossed cover, with custom full-color regional illustrations to anchor the piece to place

• Aligning with cost and design constraints, target user expectations, and business need

• Result: Pilot rollout brought in $3MM in deposits to the Portland offices, initiating rollout to additional regions

Wealth management newsletter

Port of legacy wealth management newsletter into templatized magazine format

Design guidelines and templates

• Design guideline and templates for one-sheets

• Increased efficiency and consistency across assets and designers

• Foundational for later guidelines