Marketing & Business Plans

Private Wealth Advisor Communications Proposal
Created marketing communications plan for web-based newsletter, delivering highly actionable and sophisticated philanthropic sales strategies and tools to top 2% of Merrill Lynch's 15,000 financial advisors.

Content Sharing Proposal with The Chronicle of Philanthropy
To support new philanthropic thought destination on AskMerrill public site and secure a reputable, well-respected source for ongoing fresh and relevant content — a content-sharing plan/alliance was created, proposing a strategic alliance with the newspaper of record for the nonprofit community — The Chronicle of Philanthropy.

Content Sharing Proposal with HNW.com

Product & Services Marketing (PSM) Content Plan for Merrill Lynch Philanthropic Services

Online Marketing Plan for Merrill Lynch Wealth Management Services