• Large Commercial and Investment Banks and Analysts (Goldman Sachs, J.P. Morgan, Morgan Stanley)

• Hedge Funds (minimum $5 billion AUM)

• Trade Associations (Energy, Communications, Real Estate)

• Corporate (Energy, Finance, Communications, Consulting)

• Small Businesses (Consumer Services, Transportation Logistics, Real Estate)

• Law Firms (Litigation Research, Policy Research, Congressional Hearing Preparation)

Past and Current Clients

• Business Development/Marketing:

  • Created and executed marketing campaign for start-up franchise business and numerous acquired small businesses. Utilized social media, email, direct mail, SEO, and grassroots marketing techniques.

  • Responsible for all business development for full-service lobbying, public relations, and financial services consulting firm for 20 years. Successfully developed long-term client relationships with hedge funds, corporations, and trade associations.

  • Develop near-term and long-term business development strategies for small business consulting clientele.

• Public Relations/Lobbying:

  • Drafted editorials, press releases, and obtained earned media articles on behalf of consulting clients in publications such as The Wall Street Journal, The Washington Post, The Hill, Roll Call, and other print and online media outlets. Appeared on numerous television news outlets on behalf of clients including CNN, C-Span, BBC, and ITV.

  • Developed and executed successful advocacy strategies to promote business and legislative interests of clients. Prepared white papers and other research documents on behalf of clients for submission to Congressional committees.

  • Delivered speeches and presentations at trade shows and association annual meetings in support of client business and policy goals.

• Research/Political Intelligence:

  • Provided political intelligence to hedge funds and investments bank on the following issues: CFPB small-dollar lending regulations; financial services reform package; credit default swap regulation; GSE reform; credit card industry reform; energy and oil windfall tax legislation; auto financing; tobacco; gaming; and telecommunications.

  • Provided opposition research reports for energy industry clients; briefing and analysis of books covering issues relevant to the energy transition; research and background reports on key Administration personnel with oversight over the energy industry; collection, analysis, and archiving of media coverage of industry legal matters; and the preparation of speeches and issue briefings for energy industry executives.

  • Energy expertise includes: energy transition issues and policies; climate change litigation (state and local lawsuits); climate change reports and modeling (U.N. Intergovernmental Panel on Climate Change); state AG and legislative issues.

• Education

  • The Johns Hopkins University, B.A. English Literature – Baltimore, MD

Experience