Wells Fargo Bank
- increasing financial literacy and changing saving habits for 401(k) plans,
including employee surveys and program design
Major U.S. bank
- development of strategy, positioning and communications tailored to the
needs and concerns of small business owners
- development of strategy, positioning and communications to educate consumers
about the benefits of home equity financing
Merrill Lynch — training for national
client base in message and materials development for reaching
new 401(k) investors, especially lower income/less educated audiences
California State Library/Project Read – development
of peer-driven entry level financial education, including the Project
Money website, workbook and workshops
Florence Crittenden — program for teen
mothers to increase financial skills and self-confidence
Thurston County Housing Authority, TULIP Credit
Union and Enterprise for Equity — preparing community-designed
model financial education program for consortium serving low
income audiences
