Professional/Personal Overview
Financial writer and editor with 23 years of experience in corporate communications and business journalism. I am interested in ghostwriting articles, producing white papers, creating thought leadership pieces and web content.
Work Info
Expertise
Copywriter
8 Years
Reporter
6 Years
Writer
18 Years
Specialty
Real Estate
3 Years
Business (general)
8 Years
Finance
10 Years
Total Media Industry Experience
23 Years
Media Client List (# assignments
last 2 yrs)
Better Investing (3-5), Wealth (3-5), Institutional Investors (1-2), Registered Representative (1-2)
Corporate Client List (# assignments last 2 yrs)
Imagination Publishing (6-10), Trilogy Capital (6-10), Water Island Capital (3-5), The Gartmore Group (1-2), Betterment.com (1-2), Delaware Investments (1-2)
Other Work History
Financial Writer, Deutsche Bank Private Wealth Management; Financial Writer, Standard & Poor's; Staff Reporter Investor's Business Daily; Writer/Editor Financial World
Computer Skills
MS Office
References
Available upon request
Freelancer Availability
I freelance full-time. I live near New York, NY. I am willing to travel anywhere. I have a driver's license. I have access to a car.
Work Samples
Editorial
(Better Investing , 8/1/2012)
Article for Better Investing, the National Association of Investment Clubs (NAIC) about examing the financial statements of foreign stocks.
(Better Investing , 5/1/2012)
Article for Better Investing, the monthly magazine of the National Association of Investment Clubs (NAIC), about investing in cloud computing stocks.
(International Trade Money , 2/1/2008)
Article entitled, "Brazil still flirts with investment grade status," investigates how Brazil is coping with the global credit crunch in early 2008 by interviewing Brazilian bankers and asset managers.
One of the sources wrote about the article after it was published: "I just finished reading the
(Northern Trust Bank , 5/1/2005)
First issue of Wealth, a quarterly magazine for high-net-worth clients of Northern Trust Bank. I helped launch the magazine. I wrote several articles, assigned articles to freelancers and edited their work.
(E*Trade/Imagination Publising , 6/1/2001)
Article about employing a long/short investment strategy
(E*Trade/Imagination Publishing , 6/1/2001)
Article for E*Trade's quarterly magazine about evaluating one's mutual fund portfolio and determing if it needs to be rebalanced.
White Papers
(SmallcapInsights.com , 10/1/2010)
A report on China's domestic spending on traditional Chinese medicine. along with information on the total size of the market, drivers of market sales and sales projections.
(Trilogy Capital , 1/20/2010)
White paper about indentity theft written for investor relations firm Trilogy Capital, which was posted on web site smallcapinsights.com
(Trilogy Capital , 12/21/2009)
White paper about market for plastic railroad ties written for investor relations firm, Trilogy Capital. The paper is posted on website, smallcap insights.
Corporate Marketing
(Franklin Templeton Investments , 9/23/2011)
Interview wtih Philippe Brugere-Trelat, Executive Vice President and Portfolio Manager at Mutual Series about European Equities about European equities and his views on the ongoing sovereign debt crisis.
(Deutsche Bank , 10/5/2007)
Article about investing in antique automobiles for Viewpoint, Deutsche Bank Private Wealth Management's quarterly magazine which is sent to ultra-high-net-worth investors.
(Deutsche Bank , 9/15/2006)
Wrote the content for a client brochure explained the new features of Deutsche Bank Private Wealth Management's upgraded banking services.
(Pimco , 11/15/2003)
Article about the advantages of diversification by investing in global bonds for Pimco's institutional web site.
Investment Commentary
(Water Island Capital , 6/30/2012)
Water Island Capital's Arbitrage Fund shareholder commentary for the second quarter of 2012.
(Franklin Templeton Investments , 2/29/2012)
Example of monthly mutual fund commentaries I wrote while an investment writer at Franklin Templeton Investments.
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June 4, 2013 | San Francisco
