Agent licensed to sell insurance through New York Life Insurance Company in New York and Connecticut.

Highly regarded consultant with a focus on financial technology.

Manage and market custom strategy consulting projects for corporate and financial services clients of all sizes, involving the following:- Perform qualitative and quantitative research, and quality control, for projects in varied markets, with a specialty in information & communication technologies in financial services. Project types include market and opportunity analyses, whitepapers and webcasts, business plan validation, technological feasibility, and all aspects of due diligence (e.g., Leveraging Systems for Short-term Return on Investment, U.S. Customer Interaction Solutions Market: Financial Services Market Opportunity Assessment).- Foster current and develop new client relationships.- Manage and fulfill projects across several industries and internal analyst groups.Contributed to over $1M in project revenue since 2006; sold $100K in consulting projects in first year, contributing to exceeding the team’s target by 20%.Spearhead production and writing of Business & Financial Services marketing collateral, i.e., website content/layout, newsletters, brochures.Quoted and sourced by Dow Jones Newswires, the Associated Press, The Washington Post, The Deal, and American Banker.

Extensively evaluated public & private companies of various sizes for research studies in the environmental sector, which included comprehensive financial analysis and identification of key industry-specific financial metrics, high-growth segments, successful management principles and business models (e.g., North American Industrial Water Services and Outsourcing Market – Investment Analysis).Researched and created custom strategy consulting projects for corporate and financial services clients involving topics related to market and competitive analyses, market entry strategies, and financial analysis (e.g., Competitive Analysis of Four Banks’ U.S. BPO/KPO Operations).

Served as webmaster for website, responsible for content creation, site maintenance and quality control. Managed creation of online photo tour of supportive housing sites: visited housing sites, oversaw photography, worked with designer and wrote accompanying content.Oversaw data organization and entry in order to track performance and generate reports.Managed all publications of the organization including fulfillment, client relations, inventory tracking and formulating invoices for payment.Worked with the Finance Department to develop and analyze budget spreadsheets, internal and external communication.

Coordinated all packaging components, both art and copy, to meet scheduled release dates for platinum artists in all musical genres and packaging configurations.Consulted weekly with Creative Services, Product Management, A&R, Graphic Arts Production and Legal to compile accurate information, including credits, lyrics and liner notes.Performed and signed off on quality control for prints, mechanicals and color proofs; trafficked components for department approval; and reported on status of product at weekly meetings for New York, Nashville and Santa Monica.

Key liaison between creative team and client.Supervised team of proofreaders, design and production people in development of marketing projects for financial institutions. Performed quality control, proofread and edited numerous materials, i.e., brochures, newsletters, presentations, manuals, etc. Participated in all business-related aspects of projects from conception to completion: composed estimates, coordinated schedules and formulated invoices.