Ten-plus years of experience in financial writing, technical writing, content development, and article/blog writing.
FINANCIAL WRITER CORE COMPETENCIES
• Investing Guides • Pieces on Active Trading • Financial News Stories • Insurance Documentation • Storyboards • Training • Business-to-Business Copy • Marketing Materials • Branding Copy • White Papers • Case Studies • Advertising Copy • Internal and External Newsletters • Public Relations • Marketing Emails/Landing Pages • Website Content • Speeches • Mobile Content • Web Content • Video and Event Scripting • Creating New Approaches to Engaging Customers • Blog Writing • Radio Spots • SEO • SaaS • Customer Relations Pieces • Product Spec Sheets • Prospectuses • Content Marketing • Press Releases • Articles • Entrepreneurship • Instructor-led Training
CORPORATE WRITING ASSIGNMENTS NEW YORK, NY COPY WRITER/EDITOR 2002-Present
• Write and execute ideas for news stories, direct mail, marketing materials, advertising copy, branding pieces, websites, mobile devices and video for national and regional clients, consistent with customer research • Produce written materials by researching topics and collaborating with departmental team members in order to write content outlines & manuscripts that adhere to proprietary style guidelines • Take responsibility for brand concept, writing, editing and presentation of all projects for assigned accounts • Make use of current communications, technology and media channels, including digital, with a vision to utilize them creatively for meeting brand marketing objectives • Demonstrate strong interpersonal and communication skills and listen effectively to team members’ needs in order to provide solutions that have high impact and increase the return on creative investment • Exhibit fine attention to detail • Effectively work under tight deadlines and multitask to manage time on projects and show ability to meet deadlines
MORGAN STANLEY-New York, NY • Created articles on new banking procedures • Identified new developments to use in updating materials
RR DONELLY-New York, NY • Wrote marketing and business communications • Reported on financial transactions throughout funding process
CIGNA- BLOOMFIELD, CT • Created documentation for funding project requests • Reported on financial transactions throughout funding process
JOHN HANCOCK-BOSTON, MA • Devised documents on financial products for more than 2,000 employees • Designed mobile financial tracking
RUTGERS UNIVERSITY–NEWARK, NEW JERSEY • Created course materials on ETF investing for MBA class • Responsible for research, instructor’s guide, learner’s guide AMERIPRISE FINANCIAL–NEW YORK, NY • Wrote and edited financial copy for PowerPoint presentations • Implemented copy brand mandatories and consistencies in writing style to create results-oriented copy • Collaborated with creative services, production, and extended team members to turn creative briefs into clear, concise copy • Provided brand copy revisions • Acted as a hands-on Copywriter and Copy Editor STANDARD AND POOR’S–NEW YORK, NY • Reviewed business processes and wrote copy for internal communications • Documented procedures
PRUDENTIAL –New York, NY • Articles on retirement planning, asset classes, portfolio management.
MEDITATA SOLUTIONS –NEW YORK, NY • Create blended training. • Develop storyboards. • Coordinate with subject matter experts, stakeholders, and staff. • Document services and process.
WEILL CORNELL MEDICAL COLLEGE –NEW YORK, NY • Create web-based training for ServiceNow • Develop onboarding and new-hire orientation programs for multiple departments • Implement changes in knowledge content for service desk, level-two support and end users • Review knowledge base articles to determine if content is accurate or in need of updating • Maintain training curriculum and build new courses, job aids, eLearning modules, storyboards, leader guides and participant guides • Create and manage learning portals • Collaborate with department heads, project management office and project owners • Write documentation for learning software, processes and procedures
INVESTOPEDIA–NEW YORK, NY • Articles on stock market investing • Profiles on business leaders
EXECU|SEARCH GROUP–NEW YORK, NY • Developed and edited content for training manuals for new hires • Designed assessments, scenarios, and interactive sections for trainers to use in onboarding • Coordinated meetings with stakeholders, including subject matter experts, for the purpose of implementing changes and updates to training materials
ADP–PARSIPPANY, NJ • Worked in the Major Accounts Division as a content strategist charged with aligning online deliverables with strategic objectives • Coordinated writers, rollout specialists, instructors and subject-matter experts, and scheduled deadlines for authoring personnel for Survey Monkey and Perception delivery platforms • Assessed banking and tax communications to update and align them with company objectives
DEMAND MEDIA–NEW YORK, NY • Edited content on topics including operational decision making, strategic planning and control mechanisms that ensured management strategies were carried out systematically and effectively • Utilized advanced financial expertise to edit materials advising companies on managing payroll, inventory, marketing, financing mortgages and taxes • Oversaw the copy editing for content on topics of governance, risk management and compliance • Created pieces on investing, trading and charting.
BANK OF AMERICA–NEW YORK, NY • Designed storyboards for banking procedures such as issuing foreclosure notices, tracking mortgage insurance and compliance with regulations and recent rulings • Evaluated existing materials to identify training, instruction and assessment needs • Converted print materials into web-based training • Used PowerPoint, SharePoint, Captivate and proprietary templates and screen shots to create quick reference guides, assessments and training courses • Clients included Bank of America, Disney, and Guardian Insurance
OTHER CLIENTS INCLUDE: Houston Chronicle Zack’s Investment Analysis Evan Carmichael Forex Trading Book (Editor) Livestrong Arizona Central Small Business The Nest New York Daily News San Francisco Chronicle Opposing Views FIFCO Investments Mercedes Benz 19th Hole Mr.Youth Inc. Communication Briefings Nation’s Business TEAM Print FedEx/Kinko’s Business Age Pet Age Muzzey Fitness Tulsa City-County Library System William Morris Agency Expedia.com
Master’s Degree in Secondary Education THE CITY COLLEGE OF NEW YORK CITY, NEW YORK, NY Bachelor’s Degree in English UNIVERSITY OF OKLAHOMA, NORMAN, OK
Article, Blog Post, Whitepaper, Ebook, Social Copy, Website Copy, Interview, Product Description, Case Study, Buyers Guide, Direct Mail, Infographic Copy, Email Newsletter, Guide, Presentation, Infographic, Page Layout, Script, Explainer Video, Commercial, Narrative Video, Landing Page, Checklist