EXPERIENCE

Assistant Vice President, Multimedia & Storytelling

April 2019 - Present

LPL Financial

  • Led creative and production for original multimedia content strategy including video for conferences and social media, livestream video, podcast series, campaign assets, animated videos and more

  • Oversaw all facets of production including crafting and editing scripts and storyboards, producing audio and video shoots, and shepherding projects through post-production

  • Created, pitched, and produced new livestream broadcast show, “LPL Live,” as a key component of LPL’s largest conference, Focus. Built a distributed team of segment producers, selected and coached hosts, oversaw development of content and graphics, managed show flow, solicited and built commercials, edited scripts, scheduled and led prep calls and rehearsals with LPL leadership talent, oversaw live production on-site as well as livestream, and repurposed content for post-conference campaigns

  • Translated “LPL Live” event broadcast show to a remote-produced livestream show for more timely updates leveraging Zoom and Open Broadcast Software. Set show schedule, led content and graphic development, wrote and edited scripts, coordinated production logistics, scheduled and led prep calls and recording, led promotion of event and oversaw livestream of show with partner team

  • Built process for content series strategy that translates business goals into content stories and map those into series to communicate content priorities to the audiences

  • Conceptualized and built strategy for a new content marketing model at LPL, generating video, audio, and written content series to engage and inform our audiences in a sustained way

  • Manage broadcast studios in Fort Mill and San Diego including scheduling, and working with team and partners to make improvements.

  • Grew team through in-house employee hires and agency partner to scale multimedia production

HIGHLIGHTS


Assistant Vice President, Digital Creative Strategy

August 2017 - April 2019

LPL Financial

  • Built and led Digital Creative team, including hiring graphic designer, video producer, animator, videographer, content strategist, and writer

  • Launched content marketing function on the Digital Experience team, focusing on updates to corporate website and building regular cadence of delivering multimedia content targeting the end-investor audience

  • Pitched, piloted, launched, and produced LPL’s first external podcast series, Market Signals. Series is currently in it’s third season

  • Partnered with PR team to bring LPL Newsroom concept to fruition on LPL.com

  • Conceptualized and created story arc framework for digital and communications teams to translate siloed work into cohesive, measurable, and experiential projects

  • Partnered with an agency to design a new “Find an Advisor” tool on LPL.com. Participated in user research interviews, user experience design and feedback sessions. Oversaw visual design 

  • Created communications email creative strategy and designed modular assets for ad-hoc and newsletter emails

  • Onboarded two vendor partners that provide creative support and managed the relationships


Senior Media Designer

March 2016 - August 2017

LPL Financial

  • Led brand and design efforts for Corporate Communications Team as the sole designer

  • Created strategy for corporate digital signage program, ultimately redesigning and templatizing the creative assets

  • Partnered with Communications Consultants to conceptualize and build creative assets for campaigns

  • Assisted Corporate Communications leadership team with building yearly strategy

  • Conceptualized, designed, and socialized new login experience for primary advisor technology portal


Freelance Designer

May 2014 - May 2018

Megan Bailey Design

  • Partnered with individuals, startup companies and international organizations to assist with marketing and branding efforts

  • Designed collateral from brochures to social media graphics to website visuals

  • Worked with political campaigns (Jason Marton for Board of Education), real estate (Oxford Property Group, Columbus & Over Group), fitness (Withings) and clothing product companies (Petit Peony)


  • Managed two marketing functional areas: design and social media, as well as a junior graphic designer

  • Redesigned CG's visual brand identity in conjunction with a new CG market positioning platform

  • Designed multitude of brand, content marketing and employee program materials including white papers, infographics, website visuals, fact sheets and presentations

  • Produced livestream events through Google Hangouts with subject-matter-experts in conjunction with thought leadership campaigns

  • Crafted and coordinated social media campaigns with the PR Manager and subject matter experts

  • Spearheaded CG Social Media Champions program, training subject matter experts to be brand ambassadors

Design and Social Media Specialist

January 2014 - March 2016

Carlisle & Gallagher Consulting Group


  • Expanded role to include graphic design and brand management

  • Provided support to the Marketing team in the areas of Internal Communications, Outreach, Public Relations and Event Planning

Marketing Coordinator

August 2012 - January 2014

Carlisle & Gallagher Consulting Group


  • Designed and facilitated workshops for first-year students in leadership development program

Fellow, Leadership Development

June 2011 - June 2012

Davidson College


EDUCATION

Graduated from Davidson College with a degree in political science

AB, Political Science

August 2007 - June 2011

Davidson College