Bullish Inc.

Account Associate

Bullish is a Marketing Operating Partner that blends the worlds of capital, consulting and creation to design the most remarkable businesses in the world. Part brand agency, part consumer investment firm, they deploy capabilities from both worlds to help brands speed the transformation of opportunities into outcomes

Brand Agency campaigns for the likes of: Anheuser-Busch, Walmart, Pepsi, Nike, The Light Phone, Gainbridge.

Capital Investors In: Harry's, Casper (exited), Warby Parker, Peloton (exited), Primary, KiwiCo, Birchbox, Matchabar, function of beauty, Clare, Revtown, NomNom, Hu Products, HumanCo, HoneyLove, Bubble, Sunday Lawn, Dirty Labs, rae wellness, Stix, Cuup, Core (exited), August, Hally Hair, Omorpho, and Bandit Running

JPMorgan: Capital Connect

Client Project: Worked with J.P. Morgan Chase to launch their newest private bank product, Capital Connect. Capital Connect aims to bring together entrepreneurs, VCs and LPs to help them find new opportunities, build networks and get deals done.

Work streams: Consumer Research, Brand Strategy, Brand Design, Brand Advertising Campaign, Website UX/UI, Go-To-Market Planning

  • Sourced founders and funders for consumer research. Conducted interviews and synthesized findings for consumer research report. (2022)

  • Sourced LPs for consumer research. Conducted interviews and synthesized findings for consumer research report. (2023)

  • Conducted competitive analysis on the following companies: Carta, AngelList, PitchBook and Moonfare.

  • Developed opportunity assessment, brand positioning and brand house alongside the strategy team.

  • Lead project management in regards to redesigning Capital Connect’s logo and visual identity system. Served as the liaison between the creative team and client to ensure appropriate design reviews and approvals. Point-person for client questions in regards to colors, fonts etc.

  • Assisted production manager in the production of an animated ad for Capital Connect.

  • Briefed Bullish creative team on building out 62 creative assets for advertisement (incl. static/animated digital, LinkedIn ads, Twitter ads, audio ads, and a bus wrap). Quality assured and delivered final assets to media agency WPP for publishing.

  • Led project management in designing Capital Connect’s informational site. Collaborated with Bullish’ copywriter to ensure website copy accurately described the product.

Walmart: Walmart Money

Client Project: Worked with Walmart to crack the code on how to market their financial service offerings to customers, conducting research to land on a positioning statement and sub-brand name: Walmart Money. Walmart Money offers credit and debit options, bill pay, transfers, deposit and withdrawal services, and tax prep.

Case Study

Work streams: Consumer Research, Brand Strategy, Business Case, Brand Architecture, Sub-Brand Creative Asset Development

  • Assisted Walmart research team in running consumer research to test Walmart’s financial services name and 4 different positioning statements.

  • Wrote copy for signage in the new Walmart Money Center, which relaunched with the new Walmart Store of the Future.

  • Conducted competitive analysis on the following companies: Bank of America, Chase, Wells Fargo, Citi Bank, Venmo and Cash App.

  • Researched financial industry landscape, developing the core cultural momentum thesis for our white space opportunity mapping.

  • Built Business Case deck that was circulated internally by Walmart, outlining why and how Walmart teams should cross-marketing with Walmart Money services and products.

  • Assisted strategy team in the creation of a brand architecture that outlined Walmart Money as a sub-brand of Walmart, similar to the likes of Walmart Health.

  • Briefed creative team on Walmart Money’s product and services suite to develop design hierarchy for traditional advertising and sub-brand communication at-large.

  • Served as go-to for all creative and strategy team questions regarding the product/services and Walmart team at-large.

Horizon Hobby

Client Project: Worked with the largest RC Hobby distributor Horizon Hobby to refine their core consumer persona and create a brand strategy to accelerate them as a DTC-focused company.

Work streams: Consumer Research, Brand Strategy, Website Design

  • Developed and implemented a new Bullish client onboarding process to dive deep into Horizon Hobby’s business.

  • Collaborated with research recruitment team to source and schedule virtual and in-person interview participants.

  • Synthesized findings from consumer research to develop the consumer psychographics, consumer muse and consumer journey map.

  • Conducted competitive analysis on the following companies: Traxxas, Amain Hobbies, Motion RC, HobbyTown, and RC Superstore. Culminated in a 70 page deck presentation to the client.

  • Developed the opportunity assessment, white space mapping, brand positioning and brand house alongside the strategy team.

  • Researched the hobby industry landscape, developing the core cultural momentum thesis for our white space opportunity mapping

  • Assisted strategy team in the creation of a brand architecture that organized Horizon Hobby and the various RC brands they own and distribute.

  • Briefed creative team on the company and brand strategy to inform a website redesign brief.

Nom Nom

Client Project: Worked with our investment Nom Nom to develop a brand campaign.

Work streams: Brand Positioning, Brand Campaign

  • Developed asset tracker to organize and traffic 50+ assets across OOH, digital display, YouTube and social.

  • Led communication with media company 26DotTwo to ensure appropriate campaign asset specs/ Shipped final assets to their team.

  • Briefed creative team on the necessary creative executions needed. Managed incoming client feedback on creative executions and ensured the appropriate creative revisions and refinements.

  • Collaborated with production manager to bid production houses for video ad campaign.

  • Collaborated with production manager on pre and post-production timeline, scheduling and edit/VO sessions.

  • Managed work streams and information regarding script changes, “food rules” on set, and legal substantiation.

  • Developed Campaign Guidelines alongside the strategy team. Wrote consumer personas, developed story arc, and found example muses.