- Marketing and client communications, including white papers, brochures, magazine and newsletter articles - Shareholder communications, such as market commentaries and management letters - Employee communications, including news and feature stories- Group and one-on-one coaching in communication and marketing

Directed marketing communications for managed money division, creating prospecting, client retention and broker materials for 9,000 Account Executives. - Developed and implemented strategies based on relationship marketing.- Created new marketing brochures, target market packages, advertising and ghostwritten articles.- Created broker reference and educational tools, including marketing guides, in-house radio presentations and regular newsletters.- Created tools for use on broker workstation, such as client retention and prospecting letters as well as ongoing news updates. Member of task force assigned to develop user interface for delivery of marketing information and performance data.- Managed internal rollouts of enhanced programs and services.

Managed multiple projects for financial services, asset management, and consulting services divisions.- Advised internal clients on how to use publications to support marketing strategies.- Proposed and launched critique program to improve quality of publications. Reviewed publications to enhance their readability, strengthen their messages, and ensure they conformed to corporate style.