* Accomplished marketing and technical finance writer/editor

* Results-oriented editorial and product leadership

* Content development for institutional investors, financial advisors, retail clients and mediaExpertise includes white papers, brochures, blog posts, editorials, articles, product launches, video and presentation scripts, investment commentaries, RFPs and RFP database creation, internal communications, shareholder communications, social media, instructional writing, email, FAQs, newsletters and press releasesExtensive experience working in an in-house agency environment under a creative director; 

serving as editor of an institutional equity firm’s client magazine; and collaborating with executives, investment professionals, sales and client service colleaguesFamiliar with a range of investment strategies, such as socially responsible (ESG), fundamental, quantitative, high conviction, asset allocation and long/short