Case Study · 2022—2026 · Financial Services
National Commercial Lending Platform

Marketing that took a lending platform from $103M to $1B+.

Over four years, I led the marketing strategy that scaled a national commercial lending platform 10× in cumulative financing volume. End-to-end execution across brand, PR, content, digital, and partnerships — anchored by a strategy built to compound year over year.

4-Year Growth
10×
in cumulative financing volume

From boutique to billion-dollar — in four years.

$103M · 2022 $1B+ · 2026

When I joined the platform in 2022, it was a focused commercial lending business with $103 million in cumulative financing volume. By early 2026, it had crossed $1 billion — built on a marketing strategy that scaled with the business at every stage.

What I led

The work, by theme.

01

Strategy & Growth

  • Led marketing strategy, brand positioning, and growth initiatives for a national financing platform — the work that scaled cumulative financing from $103M (2022) to over $1B by 2026.
  • Spearheaded LinkedIn strategy for the platform, building brand authority in commercial lending and accelerating origination pipeline growth.
  • Led market research and lead generation initiatives that directly supported origination pipeline growth.
02

Communications & Content

  • Built thought leadership and strategic partnerships through content strategy, PR, webinars, and market outreach — driving visibility and accelerating originations.
  • Authored and edited content across blogs, LinkedIn posts, and industry articles that established the platform's voice in commercial lending.
  • End-to-end marketing execution across CRM, email marketing, LinkedIn, PR, website management, and collateral development.
03

Operations & Cross-Functional

  • Partnered with internal AI teams to identify marketing workflow gaps and define automation requirements that improved operational efficiency.
  • Cross-functional alignment with sister business units across commercial mortgage finance and financial institutions — keeping marketing initiatives integrated across the broader organization.
  • Managed marketing budget allocation across campaigns, events, and channels — optimized for ROI and business impact.
Deals I marketed

Hundreds of millions in headline transactions.

Brought major commercial financing deals to market through PR, deal announcements, content, and strategic communications. Selected highlights:

$200M
2026 · Mixed-Use Development
$180M
2025 · Luxury Condo Development
$137M
2025 · Hospitality & Resort
Total across featured deals $517M+
Press coverage

National coverage across CRE, hospitality, and capital markets.

Built the PR strategy and deal announcement program that placed major commercial financing transactions in the trade publications that matter — across commercial real estate, hospitality, and finance.

CRE & Investment
  • The Real Deal
  • Commercial Observer
  • Bisnow
  • Connect CRE
  • Multi-Housing News
  • REBusinessOnline
Hospitality
  • Hotel Management
  • Lodging Magazine
  • Hotel Business
  • Green Lodging News
Finance & Capital Markets
  • PERE Credit
  • MBA Newslink
  • Yield PRO
  • Senior Housing News
Need this for your business?

Want a marketing strategy that actually compounds?

Whether you're scaling a financial services platform, launching a brand, or trying to figure out where AI fits — I build marketing strategies that grow with the business, year over year.