Project Management for strategy and design for Direct Indexing Fund Management company, as well as website creation and development. Creating a comprehensive schedule, coordinating meetings, acting as client lead, monitoring budget, timing of deliverables. With the progression of the campaign, the team started with logo design revisions, strategic messaging, then into social and brand strategy as well as complete website build.

• Branding & Strategy Deck
• Logo Redesign & Strategic Research Support
• Demographic Insights
• Start-up Company with Established Industry Veterans
• Clients Spread Out Across the Country, requiring careful orchestration.
• Primary Client Point of Contact
  • Use of Asana, Slack, Expensify and additional PM-related software for coordination with internal team as well as clients.