CUSO
Financial

CUSO
Financial

Strategic Brand Integration & Systems Design
Following CUSO Financial’s acquisition by Atria Wealth Management, I led the comprehensive implementation of their new brand identity. The primary challenge was to ensure a seamless transition across a multi-departmental organization. I resolved this by engineering a robust style guide and a suite of high-functioning templates for both Office 360 and live event environments. By creating a modular "toolkit" approach, I empowered individual teams to produce on-brand internal and external communications with total consistency and increased efficiency.

Editorial Excellence: Redesigning "The Edge"
I spearheaded the visual evolution of The Edge, CUSO’s quarterly magazine. My goal was to move the publication forward with a fresh, sophisticated aesthetic that signaled the brand’s new chapter under Atria. To create a cohesive reach, I developed a synchronized content system, pairing editorial layouts with custom social media assets to create a unified digital and print experience that drove reader engagement.