Portfolio

Samples of work I created, collaborated on, and/or project managed for non- and for-profit, B2B and B2C organizations in: Education, Executive Search, Financial, History, Insurance, Legal, Real Estate, Research, Science, Tech.

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Content Strategy

Project: Assess Sustainability@DePaul’s digital content, organizational goals, and content creation and management processes.
Results: A content strategy report detailing how Sustainability@DePaul can utilize its current content and implement methods for future content creation and management to meet its goals in the next five years.

• Sustainability at DePaul: 2025 Content Strategy Report

Impact Reports

Projects: Detail the learnings from the annual research cycles conducted by FiLab, an incubation lab that tests new solutions in marketing and operations for credit unions.
Results: Impact reports receiving some of the highest downloads and traffic hits on Filene’s website. 

FiLab Impact Reports

• Financial Wellness as an Engagement Strategy
• Growing Payments and Deposits
• Activating the Payment Method
• Digital Engagement for Indirect Lending
• Rethinking Physical Space
• Subscription-Based Pricing Models
• Subscription-Based Pricing Models 2.0

Additional Impact Reports
Collaborating with Vivirito Consulting, wrote client spotlights, edited and proofread Beneficial State Bank impact reports to showcase its community focus and annual achievements.

• BSB Impact Report 2022
• BSB Impact Report 2023

White Papers

Projects: Working with Vivirito Consulting, edited and revised research-heavy text to make white papers more accessible.
Results: Readable research to reach a wider audience.

• Social Listening: The Path To A Better Safety Net
• Re-Imagining Retirement

Additional samples

• 5 Key Tactics To Nurture An Innovation Strategy
• Witt/Kieffer’s “Get to Better”
• How Digital Meets Human
• Financial Technology Trends in the Underbanked Market

Briefs & Brochures

Projects: Highlight specific products and projects concisely and thoughtfully.
Results: Digital briefs & brochures that illustrate the unique solutions and successes of key offerings that speak directly to the needs of our clients.

• Savanna Data Services – Brief
• Radio Frequency ID (RFID) – Brochure

Success Stories

Projects: Highlight successful projects, their methodologies and results.
Results: Compelling narratives that demonstrate successful, real-world applications of specific services.

• The Iron Yard Case Study
• Expanding into the Chinese Market

Additional Samples

• Designing for Financial Health: Stories & Profiles
• Reimagining the ACO: The Art of Experience Transformation

Educational Hub

Results: Articles written as long-form SEO-optimized content using best practices in SEO techniques. A living educational hub for financial, investment and home-ownership literacy to encourage customers to continually engage with US Bank.

• US Bank’s “Financial IQ”

Proposals (RFPs & RFQs)

Clients: Multiple
Industries: Executive Search, Architecture, Restaurant
Projects and Results:
Using skills learned from my Graduate Certificate in Grant Writing from DePaul University, I have written numerous RFP/Qs (Request for Proposal/Quotation), including proposals for WittKieffer, an executive search firm, Wight & Company, a commercial architecture firm, and a business plan for a proposed Asian Smokehouse restaurant in Chicago.

These are propriety documents which cannot be shared publicly. However, many proposals resulted in awarded projects and long-term partnerships. References upon request.

Book Editing & Research

Industry: Nonfiction Narratives, History, Science
Projects: Researching for and editing book-length manuscripts
Results:
THE PILL by 2024 Pulitzer-Prize Winner Jon Eig, narrates the history of the birth-control pill; W. W. Norton & Company, 2015. 
FOOD SAFETY: PAST, PRESENT, AND PREDICTIONS by Dr. Darin Detwiler, a food safety consultant and recognized “icon” in the industry, explores the food safety industry; Elsevier Academic Press, 2020.

Blogs

Project: Write Medium blog posts
Results: Established as continuous and expansive narrative about Resilient’s innovation in insurance to provide inclusive insurance to low- and moderate-income Americans.

• Resilient’s Medium blog posts

Additional samples

• Embedded vs. Drop-in Tutors
• Lessons Learned Working with Fintech Partners
• From Ideas to Action: FiLab’s 2025 Tests Are Underway

Socials & Newsletters

Clients and Industries: Multiple
Projects and Results: For nearly all of my clients I have developed social media content for most platforms, including Facebook, Instagram, and X. I have also planned, written, and implemented campaigns for email newsletters. References and samples upon request.

Infographics

Clients and Industries: Multiple
Projects and Results: For many clients I have developed infographics to leverage strategic content in a multi-media presentation for greater impact.

• Improving the Financial Capability of Goodwill Employees
• How Grocers are Winning Today’s Shoppers’ Hearts
• The Resilient Report
• COVID-19 Survey

Video Scripts

Podcasts

Project: Manage the development of podcast episodes, generate interview questions, and act as host.
Results: Podcast episodes that overview the key features of products and unique strategies to solve industry challenges.

• Contact Center 360 with Analyst Peter Ryan

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