Schwab Advisor Services Benchmarking Report
Schwab does a lot to support the independent advisors who custody assets with the firm including creating content that helps advisors thrive as business owners.
Schwab’s annual Advisor Services Benchmarking Report provides insights into how firms are growing and the business practices that are contributing to their success. I worked closely with Schwab staff on three benchmarking reports, helping them translate their data into clear, actionable takeaways for advisors.
New Government for Today’s Portland: Rethinking 100 Years of the Commission System
I helped City Club’s research committee turn its in-depth report into a document that told a story about Portland’s history and how a new form of government will better represent the diversity of our city.
City Club Newsletters
Every City Club newsletter was a collaboration with every staff member. It was my job to pull together all of the different stories and priorities across the organization and find a thread that connected to the larger issues our region and the organization faced each month.