OBJECTIVE:
Develop video to introduce UBS Advice Advantage to emerging affluent clients of the UBS Wealth Advice Center helping guide them in reviewing their accounts and setting financial goals.

MEDIA:
Conceptualize, develop illustration assets and storyboard video. Art direct external production agency in animating video

AWARD:
Financial Communications Society Portfolio Award
Silver: Consumer Retail, Digital, Web Video (2018)

https://www.ubs.com/us/en/wealth-advice-center.html

OBJECTIVE:

Series of live-streamed events featuring prominent guests discussing timely topics to an audience of select U/HNW clients and their UBS Advisors. Oversee all aspects of set design/production working closely with external production, video and photography vendors from project inception to art direction of event day staging.

MEDIA:

Set design, reviewing, selecting and retouching event photography for pre- and post-event deliverables. Art directing illustration development for emails.

OBJECTIVE:
Design and develop an interactive online engagement experience for emerging affluent clients to explore offerings and resources available to them, including a meet your team section.

MEDIA:
Interactive digital experience
 

view.ceros.com/ubs/ubs-wealth-advice-center

OBJECTIVE:
Redesign “ABI” page, featured as a navigation tab on the Financial Advisor’s website page to keep user within site experience. Drive further Advisor/client engagement through question section that provides the user specific life goal questions to consider.

Designed an interactive component that defines different life needs for user to explore that are positioned to prompt a conversation with a Financial Advisor.

OBJECTIVE:
Develop an engaging digital invitation that will differentiate UBS in the marketplace for an exclusive event geared towards prospective millennial, genX and entrepreneur clients.

MEDIA:
Digital evite experience

AWARD:
Financial Communications Society Portfolio Award
Silver: Consumer Retail, Email Marketing, Evite Series (2017)  

view.ceros.com/ubs/ubs-unplugged

OBJECTIVE:
Analyze shelf of financial planning communications and work across business lines to streamline key financial advisor- and client-facing deliverables resulting in the development and design of this interactive client engagement experience.

MEDIA:
Interactive digital experience

OBJECTIVE:
Design and develop a premium document organizer to be given to clients to help them consolidate all aspects of their financial life in one place and make it easier to locate their information when speaking to their Financial Advisor.

MEDIA:
Sturdy box with magnetic closure, cover letter, worksheets and 10 tabbed section dividers

AWARD:
Financial Communications Society Portfolio Award
Bronze: Consumer Retail, Collateral, Financial Life Kit (2017)

OBJECTIVE:
Design and develop welcome orientation materials for newly migrated emerging affluent clients focused around their unique goals and needs.

MEDIA:
Letter, brochure with short-cut and specialty red staples, return slip and direct self-mailer

OBJECTIVE:
Design and develop challenge coins for global senior leadership meeting showcasing the Firm's core values. The coins could then be gifted to employees, colleagues or peers who exemplify these behaviors.

MEDIA:
Metal coins with painted enamel, gift box and custom 9-slot plastic coin sleeve

OBJECTIVE:
Develop an engaging digital invitation for a select group of U/HNW clients to attend an intimate wine tasting experience with Maximillian Riedel that would be viewed predominately on a smart phone or tablet.

MEDIA:
Digital evite experience

AWARD:
Financial Communications Society Portfolio Award
Silver: Consumer Retail, Email Marketing, Evite Series (2017)
 
http://view.ceros.com/ubs/artofcollectingwine

OBJECTIVE:
Developed client-facing preferred planning capabilities fact sheet and correlating interactive digital experience designed for scrolling on a smart phone.

MEDIA:
Interactive digital experience, capabilities fact sheet

view.ceros.com/ubs/preferredplan

OBJECTIVE:
Develop suite of deliverables for pharmaceutical rep annual meeting including teaser e-mails, premium giveaway and playbook that incorporating POWA! campaign branding.

MEDIA:
HTML e-mails, CD, competitive playbook, direct mail box with premium, and icon design

OBJECTIVE:
Conceptualize and design a premium to be distributed to market regions for message and resource reinforcement. Researched and selected specific imagery for each card.

MEDIA:
28 trading cards: gloss laminated, 2-sided and collated into custom trading card box

OBJECTIVE:
Develop an informational exhibit display for a conference booth outlining the history of incretin hormones and their role in Type 2 diabetes treatment, and create a premium giveaway. Concepted an educational video loop experience explaining Homeostasis for Phase 2.

MEDIA:
Large backlit wall display, oversized calendar with wire-o binding and a hanging hook; educational video loop experience (proposed)

AWARD:
Art Directors Club of NJ Award
Silver: Exhibit Display (2006)

OBJECTIVE:
Design and develop e-mail and print deliverables to promote a cultural awareness initiative in the workplace celebrating diversity.

MEDIA:
HTML e-mail, brochure

OBJECTIVE:
Develop online investment service kit for self-directed investors. Design compelling and engaging marketing materials to appeal to younger tech savvy investors.

MEDIA:
Brochure, folder with custom die-cuts and mailing envelope

OBJECTIVE:
Develop a suite of capabilities materials focused on serving small and midsize business markets.

MEDIA:
Brochure with tiered color-coded tabs and a vertical pocket for fact sheets and seminar invitation

OBJECTIVE:
Develop a suite of educational reference cards to increase awareness of heart disease and diabetes in the seven worst scoring states.

MEDIA:
2-sided flash cards