Reg-A Office REIT + Syndication Offerings
Led marketing and fundraising efforts for the Office REIT, raising over $20 million from 1,500+ retail investors with five consecutive growth years (over $6 million in 2022) and raising $7.8M from separate syndicated offerings.
Cryptocurrency Investing for Retirement Product
Built and led the lead generation department. Through an aggressive digital advertising strategy, I leveraged multiple paid media channels, including Google Ads (Search & Display), Facebook Ads, Quora, Reddit, Retargeting, Bing, Quora, AdRoll, and Yahoo Gemini, to drive high-quality leads and significantly boost customer acquisition. Within one year, I scaled the department’s ad spend to over $880k/month, achieving a 2.2x ROAS (25.2 gross ROAS) and generating over $22 million in investments by February 2017. Generated $83.3M in gross investments Oct 2017–May 2018 alone. Built and scaled affiliate channel contributing $12.7M in investments in 2017, working with 250+ partners including major finance publishers.
Private Equity Fund + Reg-D 506(b) & 506(c) Offerings
Tryperion Holdings is the private equity entity that manages Streitwise. My role was to expand brand awareness, create fundraising strategies for acquiring HNW investors, create/expand the firm’s presence as a syndication for real estate investment offerings, and generate media and collaborative branding material for the firm, such as branded pitchbooks and the website. Marketing efforts led to raising $8.3M from syndicated offerings in 2022-2023 and creating investor materials that secured $46.5M in Fund IV in 2024 from HNW investors.
Confidential Financial Institution – UBS Wealth Management Division
Engaged by a confidential group within UBS to build a tailored LinkedIn strategy targeting management consultants from major consultant firms facing portfolio investment restrictions. The initiative aimed to position UBS as the go-to wealth management partner for high-income consultants with limited investment flexibility.
Developed segmentation strategy targeting senior consultants ($200K+ income) across key metros. Built campaign objectives around lead generation, brand positioning, and tailored landing page conversions. Crafted ad messaging that spoke directly to compliance-restricted professionals. Advised on campaign format mix, including Sponsored Content, Lead Gen Forms, and Retargeting using LinkedIn Matched Audiences. Outlined personalization strategies using UBS wealth advisors as call-to-action drivers.
B2B2C Point-of-Sale (POS) Verticalized Lending Fintech
As a performance marketing consultant for LendingUSA, I led digital strategy across a complex network of industry-specific loan offerings—from medical and dental to cosmetic, bariatric, legal, and funeral loans. My efforts spanned full-funnel PPC optimization, analytics infrastructure, and cross-channel campaign builds designed to increase qualified applications while reducing cost-per-approval.
