Charles Schwab Corporate Services, Cleveland, Ohio
• Created marketing campaign materials for corporations such as Williams Sonoma, Amazon, Sovereign Bank, Capital One, Ping, and Universal Studios which focused on 401(k) education guides, direct mail devices, email campaigns, web sites and interactive CD-ROMs.
• Designed and directed effort for the Karsten / Ping Golf Company which led to a “Best in Show” Award at the Signature Profit Sharing /401(k) Council of America Complete Campaign Awards, as well as a “First Place Award” for the Oakland Athletics
Baseball Organization at the P&I Eddy Awards.
• Through creative execution, assisted the team in adding over $2.5 billion in new assets.
• Created marketing campaign materials for corporations such as Williams Sonoma, Amazon, Sovereign Bank, Capital One, Ping, and Universal Studios which focused on 401(k) education guides, direct mail devices, email campaigns, web sites and interactive CD-ROMs.
• Designed and directed effort for the Karsten / Ping Golf Company which led to a “Best in Show” Award at the Signature Profit Sharing /401(k) Council of America Complete Campaign Awards, as well as a “First Place Award” for the Oakland Athletics
Baseball Organization at the P&I Eddy Awards.
• Through creative execution, assisted the team in adding over $2.5 billion in new assets.
Charles Schwab Design Services Group — Pixar 401k Retirement and Education Plan Proposal
• The idea was to create a look and feel which emulates the brand and the culture of Pixar. By doing so, it would be a more comfortable and familiar experience for the employees of Pixar. The proposal included an interactive DVD which featured the Pixar characters. The kit would be housed in an anti-static metallic poly bag and presented as such.
Charles Schwab Design Services Group — The Oakland A's Organization 401k Retirement and Education Plan Implementation
• The proposal included an interactive a custom fabricated 3-ring binder to house all the relevant retirement and educational information for the employees and players.
"First Place Award” for the Oakland AthleticsBaseball Organization at the 2004 P&I Eddy Awards
Charles Schwab Design Services Group — William Sonoma 401k Retirement and Education Plan Implementation
• By creating a look and feel which was familiar to the employees of William Sonoma, they managed to increase their participation 35% - 45% the first year. The design captured the corporate culture and provided a welcoming feel to the participants. Included was an interactive DVD which explained in basic principles the benefits of investing.
Charles Schwab Design Services Group — Universal Studios 401k Retirement and Education Plan Proposal
• The idea was to create a look and feel which emulates the brand and the culture of Universal Studios. By doing so, it would be a more personal and familiar experience for the employees of Pixar given their passion for the characters and culture of Universal. The proposal included an interactive DVD which featured the Universal cartoon characters. The kit would be housed in a custom designed movie reel case. The tag created was simple, "The Desire for a Secure Retirement is UNIVERSAL"
• The idea was to create a look and feel which emulates the brand and the culture of Universal Studios. By doing so, it would be a more personal and familiar experience for the employees of Pixar given their passion for the characters and culture of Universal. The proposal included an interactive DVD which featured the Universal cartoon characters. The kit would be housed in a custom designed movie reel case. The tag created was simple, "The Desire for a Secure Retirement is UNIVERSAL"
Charles Schwab Design Services Group — Amazon 401k Retirement and Education Plan Proposal
Charles Schwab Design Services Group — Various Client Communication Literature from the 401k Retirement and Education Department
