MARKETING AI + OPERATIONS
Products, team workflows, organic growth, and startup launches.
01 / PORTFOLIO OVERVIEW
The work includes AI products, research tools, enterprise publishing, and organic growth. Each section explains the problem, what I did, and the result.
Shared company knowledge, investor materials, and human-reviewed outreach systems for Tracer Labs.
02Working products for regulated content, guided learning, research, campaigns, and cited answers.
03Review, publishing, training, advisor support, and reporting at First Horizon Bank.
04Startup launches, creator work, community programs, social content, and growth without paid media.
02 / TRACER LABS / AI STRATEGY ADVISORY
Tracer Labs had company facts spread across files and separate AI chats. I built a private GitHub library with 235 linked notes, clear access labels, shared instructions, setup guides, and checks for old or unsupported claims.
AI Strategy Advisor / Jun 2026 to presentTHE PROJECTS
Each project starts with the same company notes. Clear rules say what an AI tool can use. A person checks the draft before it leaves the company.
Company context was spread across decks, briefs, source files, and separate AI chats.
A private GitHub library with 235 linked notes, clear access labels, shared instructions for AI tools, source checks, and update rules.
Trust ID handles identity and consent when AI agents act for people. Buyers needed plain examples of why that matters.
The map shows how identity, permission, attribution, revocation, and audit solve specific buyer problems.
Who is the agent?Identity
What can it do?Permissions
Can access end?Revocation
What happened?Audit
Investors, partners, security leaders, and enterprise buyers needed different levels of detail without changing the underlying product truth.
Briefs and answer packs reuse approved company facts for market summaries, product explanations, buyer questions, and partner materials.
Outbound prep needed to preserve sender context, profile fit, the right custom deck, and a manual review step.
Public profile information becomes a suggested angle, a relevant deck, notes about confidence, and a draft that a person reviews before sending.
A shared repository would go stale without owners, update rules, data boundaries, and a clear way for the team to contribute.
File rules, named reviewers, an AI use policy, contributor steps, setup guides, and shared instructions keep the library useful over time.
The underlying repository and company material are private. This portfolio shows the operating model without exposing internal screenshots, partner names, or confidential claims.
01 / Compliance aware content product
A weekly content tool for mortgage loan officers who need to show up online without spending every Friday writing, designing, and rebuilding the same compliance handoff.
Full scopeSolo founder across user research, product direction, positioning, workflow design, engineering, and launch.
THE ISSUE
A blank AI chat can write a caption, but it does not know the loan officer's brand, required disclosures, or the phrases that should trigger review. Graphics happen somewhere else. Compliance notes live in another document. The result is more copy and paste work and an easy reason to skip posting.
WHY + HOW
At First Horizon Bank, I ran a program with 350+ advisors and a library of 500+ approved posts. The biggest improvement came from changing the workflow. We used standard inputs, known claims, repeatable review, and a clear handoff. I built CompliPost to make that structure usable by one loan officer without an enterprise platform.
A user starts with a weekly plan or a content idea. CompliPost creates copy and a branded visual, then checks the draft against named federal mortgage advertising rules and the rules saved by the team. The user can revise, save, export, or create a review packet. CompliPost does not publish the post or promise legal approval.
NAMED FEDERAL MORTGAGE RULES
CompliPost checks the caption, headline, graphic text, disclosures, and team rules. Each finding shows the matched words, rule name, severity, plain explanation, suggested change, citation, and source link.
Caption, headline, graphic text, disclosures, and workspace rules.
TILA / Reg Z, RESPA / Reg X, SAFE Act / NMLS, ECOA / Reg B, Fair Housing, and UDAAP.
Matched copy, severity, plain-language explanation, fix, citation, and source.
Revise, add a disclosure, send for review, or keep the note as an advisory.
CompliPost supports review. It does not replace Legal or Compliance approval.
02 / Guided learning product
A guided learning product that teaches nontechnical people how to use AI at work, practice each idea, and save work they can reuse.
Full scopeOwned the full product, including the concept, curriculum, interaction design, content structure, and implementation.
THE ISSUE
Prompt tips cover the easiest part. A beginner also has to learn where context goes, what stays private, when to check a claim, how to recover from a bad answer, and how to use the same habits in their role. A flat course list puts all of those decisions back on the learner.
WHY + HOW
The first version was a gamified AI course. Testing showed that the learner had too many tabs to choose from and could see advanced work before basic habits. I cut the interface back to Trail and Library, made the foundations cumulative, and kept future lessons visible without making them selectable.
The course has 226 lessons, 32 shared modules, 12 role routes, and 6 specialties. Each lesson combines an explanation, practice, feedback, and source notes. The course teaches the basics before advanced role work. Progress and saved exercises stay on the device, so the learner does not need an account.
GUIDED LEARNING PATH
Paper Trail builds each path from shared foundations, role modules, prerequisites, and published lesson records. The learner gets one next step. Each lesson keeps the teaching, practice, sources, and saved work together.
A role and starting point select the useful parts of the course.
Shared lessons come before advanced work for a specific role.
One lesson step combines reading, an activity, feedback, and source notes.
Progress and saved exercises stay on the learner's device.
Progress and saved work stay on the device. The learner can export or delete both.
RESEARCH + CAMPAIGN TOOLS
GTM OS answers questions from company documents. SignalScope turns public updates into a brief with source links. Flowcraft turns approved material into a campaign plan and channel drafts.
03 / Answers from company documents
A tool that answers questions from uploaded positioning, pricing, sales, and launch documents. The source passage appears beside every answer.
04 / Market monitoring tool
A tool that collects public market updates, removes irrelevant items, and writes a brief with links to the original sources.
05 / AI campaign planning tool
A campaign planning tool that turns approved source material into themes, a channel plan, and drafts for review.
04 / FIRST HORIZON BANK
I inherited slow reviews, uneven adoption, and disconnected content. I rebuilt the operation from business intake through publishing, advisor training, and reporting.
ONE SOURCE, MANY POSTS
I could start with one news story, blog post, internal update, campaign moment, or approved product message. I pulled out the useful angles, then adapted them for different lines of business, audiences, and platforms.
Article, announcement, internal content, event, or approved message.
Education, product value, local relevance, recruiting, or community.
Mortgage, Wealth, Commercial, leaders, advisors, LinkedIn, and Facebook.
Each version fit its audience and channel while supporting the same story.
HOW THE PROGRAM WORKED
Mortgage, Wealth, Commercial, Recruiting, Brand, and Community priorities.
Campaign themes, message structures, media formats, and reusable series.
Standard submissions, preapproval, auto review, manual review, and an audit trail.
500+ approved posts, publishing rules, campaign subscriptions, and content retirement.
Onboarding, live training, playbooks, FAQs, and one on one coaching.
Views, clicks, engagement, earned media value, adoption, and monthly business updates.
HOW THE MESSAGE CHANGED
I changed the framing, level of detail, and call to action for each audience and platform. The posts stayed connected, but each version still read like it belonged on that channel.
Did you know that getting preapproved for a home loan can help tell sellers that you’re serious about buying?
Working with the right mortgage loan advisor is a smart step. Contact me, and I can guide you through the homebuying process from start to finish, including setting up your financial framework for making an offer on a home.
firsthorizon.com/Personal-Learning-Center/How-To-Buy-A-House-For-The-First-Time
Did you know that a high earning potential over a long and likely recession-proof career can help you get a home loan, even if you have student debt?
At First Horizon Bank, we understand the unique financial profile of new doctors, and we’ve developed tailored home loans to meet your needs:
Contact me, and I can help you explore your mortgage options as a doctor.
firsthorizon.com/Personal-Learning-Center/How-Lenders-Can-Tailor-a-Mortgage-for-Doctors
Purchasing your first home? One of the most important steps in getting a home you’ll love is finding the mortgage that’s right for you. At First Horizon Bank, we can help you find a mortgage that makes homeownership simple, straightforward and affordable.
Let’s have a chat, and I can walk you through your mortgage options. Contact me today.
firsthorizon.com/Personal/Products-and-Services/Borrowing/Mortgage/Buying-a-HomePHYSICIAN MORTGAGE EXAMPLE
I narrowed the promise, used a direct headline, listed the approved benefits, and gave advisors a clear next step. The field could use the copy without rewriting the product claim.
PROGRAM RESULTS
05 / ORGANIC GROWTH + LAUNCHES
VAIL VRProduct launches, creator partnerships, owned channels, and community programs built for a competitive VR audience.
01 / BETA TRAILER
I wrote the script, planned the shoot, captured gameplay, filmed, edited, published, and handled distribution.
29 releases / ~1.65M lifetime viewsWatch video02 / STEAM EARLY ACCESS
I scripted, filmed, and edited the launch piece, then turned it into platform specific clips, posts, copy, and calls to action.
Watch videoONE LAUNCH, MANY ASSETS
A trailer, release date, product update, creator collaboration, or event was the starting point. I broke that moment into different stories, then edited each one for its platform and audience.
Trailer, update, release, creator collaboration, or event.
Product news, team story, gameplay, community, and creator proof.
YouTube, X, CEO LinkedIn, Discord, creator channels, and follow-ups.
Each version fit its platform and audience while supporting the same launch story.
AEXLAB CHANNEL PLAN
I ran two X profiles, managed the CEO's LinkedIn, built recurring series, coordinated cross promotion, and reviewed performance.
~500K monthly organic X impressions
~35K monthly CEO LinkedIn views
8 recurring content series
100,000+ combined social community
STUDIO MINT / FOUNDER & MARKETING CONSULTANT
I managed client relationships, coached founders and small teams, and built content strategies around each niche. I stayed close to production and performance, then turned strong posts into formats the client could repeat.
organic views across client accounts per quarter, every quarter, across social platforms
Owned the relationship, priorities, feedback, content plans, and weekly decisions.
Worked with founders and small teams on hooks, pacing, story structure, cadence, and platform habits.
Clarified positioning, chose repeatable formats, reviewed performance, and adjusted the plan around what kept working.
