Paul Singleton Email & Phone Number

Documentation Migration Project: Rewrite, update and format Production documentation from outdated Word versions to PDF user guides via Madcap Flare.

Greater New York City Area

Contract and freelance technical writing and documentation library organization/maintenance.

Jersey City, Nj

• Online Help: Individually wrote several hundred Task References (step-by-step procedures), Overviews, and companion Reference Manual help files in HTML using team templates for NetX360, Pershing’s online portfolio management application (order entry capabilities, account management, market reporting, financial planning). Single-sourced this information in MadCap Flare to also generate it as user guides and reference materials.• Online Documentation: Individually created/reconfigured/revised related User Guides, Configuration Guides, Beta Guides, and Pre-Release Guides using team templates with text, procedures and screenshot graphics in the areas of trading, client onboarding and maintenance, managing client portfolios, and managing risk and compliance to be placed on NetX360. Chaired meetings with subject matter experts of departments to facilitate the creation/revision process.• Instructional Videos: Individually wrote/edited/revised new design of instructional videos using Captivate 6. Wrote script and storyboards and recorded the video and audio for NetX360 help videos.

New York, Ny

FX eCommerce Department: Wrote 44-page Morgan Direct Commercial (MDC) User Guide with text, formatting, and screenshot graphics including numbering highlights for a comprehensive online foreign exchange toolkit that enables integrated trade execution and payments and manages execution, confirmation, and settlement functions. Met with subject matter experts and tested User Guide with team members. Wrote MDC Quick Reference Guide.

Jersey City, Nj

• Compliance Documentation: Wrote, edited, revised, formatted, and verified Policies & Procedures and Written Supervisory Procedures manuals from departments throughout the firm in compliance with NASD/NYSE/FINRA regulations. Chaired and facilitated over 400 meetings with subject matter experts of departments to guide them through the creation/revision process.• Wrote first edition of 60-page Written Supervisory Procedures User Guide, detailing the creation/revision process and establishing rules, guidelines, and procedures.• Co-instructor/speaker in training sessions for department writers in Policies & Procedures and Written Supervisory Procedures manuals writing process; co-wrote PowerPoint training presentation.• Trained technical writers new to the department in Jersey City and Chennai.• Recipient, 2007 Pershing Leadership Award for efforts with the Compliance Department.

New York, Ny

Compiled, assembled, formatted, and completely rewrote text for 150-page Procurement Policy and Procedures Manual utilizing sources from 8 departmental teams.

New York, Ny

Set formatting for 600-page SOP manual: Revised text, standardized and set all formatting for text, headings, styles, created new Word template. Re-formatted data previously entered with tabs and spaces into standardized tables. Composed Style Guide for future in-house use.

New York, Ny

Best Executing Consulting Services (BECS) User Guide: 36-page user guide documenting online application for post-trade generation of reports for global equities over a defined period, including text, information tables, step-by-step procedures, screenshot graphics.

New York, Ny

Convergence Project - Business Process Guide - Reference Manual: Took over, completely reformatted, rewrote/added text and procedures, created and inserted all new screenshots for 225+ page Business Process Guide for New Account Opening convergence of private wealth management and retail accounts.

New York, Ny

Inside Track System Documentation:• Quick Reference Cards: Maintained, revised, re-wrote and created new multi-page reference files (in Word) of dense text and heavy graphics for 70+ areas of global in-house functionality.• Online Help: Maintained, revised, re-wrote and created HTML files of Quick Reference Cards.• Techwriter Manual: Senior Writer of 200+ page manual detailing Techwriter Team styles and procedures. Includes abbreviated corporate handbook, chapters on training team, and corporate website. Database Group Manual: Senior Writer, detailing procedures of InsideTrack software development team.

New York, Ny

Conducted telephone and walk-in interviews to form competitive analysis of retail high-end investment products for major financial services company. Extensively documented results, including website surveys of competition; analyzed all materials mailed by competitors; conducted follow-up interviews.

New York, Ny

DB Portfolio Online Help:• DB Portfolio Version 1.0, 2.0, 2.1, 2.2 Help. Wrote versions of online help HTML files (100 in Version 1, then 324, 350 with 370 GIF graphics) within Deutsche Bank’s first online global portfolio management application for trust and custody clients.• DB Portfolio Version 2.0, 2.1, 2.2 User Guides. New 370-page manual of text and screenshots documenting the revised web application.