Senior Designer — CUSO Financial

When CUSO Financial was acquired by Atria Wealth Management (now LPL), I helped carry the rebrand through the organization's everyday assets — the quarterly magazine (redesign made the information more digestible for the reader), Word templates, Excel sheets, all of it moved over to match the new brand.

The biggest project was the PPT templates. I sat down with each department to figure out what their decks actually needed, then built templates for each one — with 3 to 4 pages at the back loaded with logo and icon assets so teams could put together their own on-brand decks without needing a designer every time. I also built the templates and logo reveal animations used at their conferences and events.