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I was a full-time writer at Schwab's San Francisco headquarters, part of its in-house advertising agency. I wrote web content, brochures, videos, emails, print ads, and brand guidelines. Some went to Schwab's current clients, explaining things like ETFs and tax-loss harvesting. Some went to prospects, explaining why to choose Schwab. And some were internal, helping other writers keep everything on-brand and on-voice.

Schwab Bank Video

Advisor Video - Jim

Advisor Video - Myhanh

Technical Explanation Video: How Donor-Advised Funds Work


Intelligent Portfolios Launch Brochure


"Explain tax-loss harvesting in three bullets"

Intelligent Portfolios Launch Ad

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