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Creative + Marketing

Oswego, IL
November 23, 2020

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Creative + Marketing


Brian M. Lake


I am a creative/marketing professional w/a career driving dynamic marketing and creative initiatives across branding, public relations, digital marketing and corporate positioning. I am a creator of exceptionally effective revenue-generating projects from conception through launch, acting in both creative and leadership capacity. I readily translate business requirements into effective media campaigns; content and inbound marketing, copywriting, production and analytics. My strong leadership and interpersonal skills allow for the ability to work with senior executives and teams to build consensus and ensure projects meet all milestones, deadlines, and budget requirements. Additionally, I am Intuitively adaptable to new technologies, trends, and innovative processes... I am an action-oriented professional. What separates me from everyone else is my combination of notable creativity and business savvy. I know how to run and manage marketing teams and daily business of operations, all the while rolling up my sleeves and working alongside my team. I have been the "go to" asset for sales teams to help create

'stories,' not sales pitches, assuring confidence when presenting and providing a strong reflection on the company’s credibility. I'm a strong believer that original content and visuals makes a brand distinctive, professional, and speaks to how a company values itself individually. I was a co-inventor of products that include a client/matter management, Cloud-based solution, (Thomson Reuters ENGAGE) and a web-based content provider solution for newspapers (Tribune WEBPOINT). In many of my roles, I was both responsible for the company creative/marketing initiatives as well as a contributor to business growth/development and client consulting. Every career opportunity that I’ve ever had the pleasure to be part of over the years has helped me grow and mature with the next one. I don’t strive to just do good work but prove my value to colleagues and supervisors. I carry myself well and communicate with finesse. I am confident that my skill set and drive for outstanding performance will align perfectly with your organizational objectives.

I'd be more than happy to have a 30 min call w/you discuss my work and achievements. Best,

Brian M. Lake



Creative Department Management

Marketing Strategy

Creative Campaign Development

Marketing Campaign Management

Business Process Management

Budget Planning & Tracking

Cost-Benefit Analysis

Copywriting & Content Creation

Integrated Marketing

Email Marketing

Content Marketing

Inbound Marketing

Event Planning

Digital Advertising

Brand Awareness

Graphic Design & Illustration

Collateral Development

User Interface Design

Presentation Development

Relationship Development

Lead Nurturing

Process Improvement

Client Relationship Development

Cross-Departmental Communications

Internal Communications Strategy

Social Media Communications

Social Media Optimization (SMO)

Search Engine Optimization (SEO)

Google Analytics

Google AdWords

Software SaaS Development

Short Message Service (SMS)

Stakeholder Communications

Media & Video Production Management

Training & Mentoring

Software Expertise:

Adobe Creative Cloud

Microsoft Office

Salesforce Pardot


Constant Contact



Brian M. Lake


Skill Sets


Vice President, Marketing

Portfolio Pathway/Invesco Warrenville, IL 07/2018 – 08/2020 Established company’s first internal marketing/creative department and Invesco digital wealth management corporate marketing alliance. Responsible for comprehensive B2B integrated marketing strategy to accommodate all product and services’ brand and messaging initiatives w/goal to build thought leadership, industry credibility and new client onboarding. Worked closely w/CEO and executive team to designate marketing budget goals and expectations, product/service announcements, support and guidance of sales team, and implementation of strategic marketing programs.

Key achievements:

• Redesign and development of business sales and presentation assets, digital/print marketing collateral, ads and case studies

• Author and oversight of new company-wide rebranding standards and guidelines

• Redesign and refinement of performance portfolio platform and client portal interface assets

• Co-creator of company ‘ClientCare’ service, a value-added client growth program for platform subscribers

• Co-creator of company ‘ClientView’ service, a complimentary annual snapshot analysis report of client accounts and insights

• Marketing lead of Invesco ‘Model Marketplace,’ a Cloud-based portfolio management solution for RIAs and broker/dealers

• Planning, execution and analysis of all inbound and content marketing campaign initiatives; lead online marketing analytics/optimization and search engine indexing

• Management and content creation of all social media accounts, industry communications and internal announcements

• Scheduling, budgeting and planning of annual industry conference ‘roadshow’, trade show presences and live events

• Planning and strategy of annual budget for departmental growth/team management

• Storyboard and production of video educational and client-related testimonial content

• Production of client-based marketing resources, user experience design/development

• Developed artistic visual products while working within defined technical constraints

• Author of industry-related articles, public relations/press releases

• Partner w/sales team on opportunity research and business development

• Liaison to third-party marketing vendors and contractors Brian M. Lake




Director, Creative & Marketing

Hyperion Global Partners Sugar Land, TX 11/2016 – 07/2018 Oversight and management of company’s marketing and creative team initiatives, as well as leadership in company’s research practice. Responsibilities include envisioning, developing and delivering leading-edge thought leadership and research work product through various advisory programs and client interactions.

Key achievements:

• Development of high-impact integrated marketing campaigns from concept to completion for all products and services, including lead design, planning and implementation of all growth strategies

• Oversee and supervise company’s budget planning and investments in campaigns, events, advertising, marketing tools and memberships

• Design, development and execution of customer-facing messaging

• Management of all communications, content creation and social media outreach

• Developed and maintain marketing collateral consistent with global messaging

• Developed strategies for business development, solutions, “expressions of expertise” Research practice leadership:

• Setting, in coordination with Hyperion’s president, Practice vision and annual goals

• Execution of practice goals and objectives

• Development of service offerings and project methodologies

• Business development and client relationship management

• Development, execution and management of the practice group’s marketing plan and efforts, in coordination with firmwide initiatives

• Project scoping, execution and management and client satisfaction

• Negotiated vendor contracts, third-party relationship and services to meet budget requirements

• Recruiting and practice growth strategy

Brian M. Lake




Creative Director

HBR Consulting/Thomson Reuters Chicago, IL 11/1996 – 10/2016 Founder of firm’s internal and client-related creative/marketing department entailing brand development and management, user focus design, interactive media, event planning, marketing criterion and effective PR strategies. Key achievements:

• Contributor to firm's growth through strenuous business development and proposal initiatives consisting of web, branding and marketing

• Brand development, web site traffic growth, web site UI and advertising revenue. Developed brand strategy and statistics systems

• Presented creative vision and design concepts functioning as project manager and consultant for Fortune 500 companies and legal clientele

• Strategic consulting, including business plan & marketing strategy development of new product offerings

• Advised new businesses on formation of corporations and business structures, drafting privacy policies and structuring commercial transactions

• Pioneered the development of firm's first web-based and e-commerce products and service features in collaboration with team members and staff

• Spearheaded workflow processes, usability solutions, web development and interactive media, business culture evaluations, animation/3D imaging and illustration, internal marketing solutions, and software-hardware recommendations

• Instrumental in redesign of Thomson Reuters Peer Monitor product, improving upon usability and real-time economic data for ease of firm comparison against chosen peers with details for practice performance

• Co-inventor of Thomson Reuters Engage client and matter management product, allowing for a streamlined, efficient means of project matter workflow, budgeting, and legal project management to outline teams and requirements

• Co-founder of firm internal advisory committee with purpose of working with leadership to improve communication, culture and growth

• Two-time recipient of the annual 'high spirit award' for excellence in team management, attitude and participation Brian M. Lake




Creative Director

Tribune Media Services Chicago, IL 07/1994 – 11/1996 Revitalized and led the growth of the company's internal creative and marketing department and resources. Contributed to the creation and team engagement of the first interactive web-based development department aligned with creative services. Key achievements:

• Reorganized and managed growth of firm’s internal creative and marketing department to better coordinate with company’s internal cross-collaboration culture

• Co-founded and managed firm's first interactive/web-based development department within creative services

• Responsible for all production of print, trade show and web-based/interactive marketing materials for syndicated products and cartoonists (Dick Tracy, Dave Barry, Little Orphan Annie, Brenda Starr, Gene Siskel, Andy Rooney, Phil Lempert, etc.) and other talent/features managed by TMS and for numerous companies affiliated with the Chicago Tribune

• Opportunity to work directly w/talent in marketing products (Michael Uslan of Batfilm, Inc./Terry & the Pirates, the late Jeff McNelly/Shoe, Mike Peters/Mother Goose & Grimm, etc.)

• Lead initiative to internally supervise, prepare and produce the comic pages for the Chicago Tribune

• Co-founder of internal web services company, WEBPOINT, to produce web products for newspapers such as web module products for online newspaper publications

• Recipient of firm's annual achievement award for excellence in contributing to firm growth and work product Brian M. Lake




Art Director

Kemper Securities, Inc. Chicago, IL 12/1992 – 07/1994 Management of creative team to design and produce corporate marketing materials and assets for the $2.3 billion nationwide securities brokerage firm. Key achievements:

• Design and production of all marketing collateral, national marketing campaigns, magazine advertisements, illustrations, in-house newspapers/reports/newsletters and other miscellaneous material.

• Responsible for timely completion of individual ads for Kemper's 1,500 brokers (investments opportunities/product updates)

• Fostered highly communicative, collaborative team culture on all visual product projects

• Design and execution of company’s financial seminars trade show exhibits

• Management, production and contribution of company's first internal/client weekly newsletter, ‘Investor News’ Art Director

Excel Advertising & Design Downers Grove, IL 09/1991 – 08/1992 Founded and managed firm's first internal and client-related creative and marketing services department that included recruiting, hardware/software selection, adopting firm marketing standards and public relations. Key achievements:

• Design and production of client-related marketing collateral, brochures, recruitment advertising, illustrations, direct mail, promotional calendars and corporate brand awareness

• Developed artistic visual products while working within defined technical constraints

• Contributed to creative process through original ideas and inspiration

• Rebrand/redesign of Ferrara Pan Candy’s library of iconic candy characters that includes ‘Lemonhead,’ ‘Red Hot,’ and “Atomic Fireball’

• Preserved branding standards of assigned accounts Brian M. Lake




Advertising Designer & Illustrator

Buzz Barton/Ad Dimensions Oak Brook, IL 05/1988 –09/1990 Responsible for the design, production and illustration of automotive retail ads, direct mail, television storyboards and recruitment advertising. Key achievements:

• Developed design deliverables that elevated, differentiated and functioned on-brand and on-strategy

• Prepared and outlined television storyboards for firm's sister company American Media Services Company (AMSCO)

• Originated numerous car dealer mascots/characters for television spots and print ads

• Initiated purchase of company's first computer and software for creative services to improve upon and minimize time for ad layout and design Creative Director

Balash & Associates Glendale Heights, IL 09/1990 –09/1991 Reorganization and management of high-paced creative/marketing department, including the design and production of automotive/recruitment advertising, direct mail, television storyboards and automotive showroom displays. Key achievements:

• Established first internal media department, shifting all work from hands-on/boards development to computer-based environment

(including purchase of desktops, printers and scanners as well as production/publication software)

• Planned art and design requirements for production artists, management companies and internal team staffing

• Departmental leadership, operations, project budgeting and scheduling Brian M. Lake




Western Illinois University

Bachelor’s Degree Macomb, IL 08/1984 –06/1988

Major in Arts & Science. Other studies include English, Psychology, Economics, Theatre and Commercial Art. Key achievements:

• GPA 4.0, graduated w/Academic Honors

• Member of Phi Kappa Theta

• Member of University Greek Counsel

• Member of University Newspaper as Staff Writer & Cartoonist

• Dean's List 1984-1988

Brian M. Lake



Studies &




Christopher Petrini-Poli

Chairman HBR Consulting


Alan Nathanson

CEO Align Matters


Mark Medice

Principal LawVision


Larry S. Donahue



Dave Miller

CEO Portfolio Pathway


Peter Buck

VP, Product Strategy NetDocuments


Steve Falkin

Managing Director HBR Consulting


Scott Springer

Senior Director SpendConnect


David G. Baker



Eyal Iffergan

CEO Hyperion Global Partners


Contact this candidate