Community Financial Resources (CFR) is a national nonprofit organization that combines financial solutions with advocacy to create inclusive products, tools and education to improve financial stability, protect assets and establish a foundation to build wealth for low-income communities. www.communityfinancialresources.orgIn prior role with Fisher Investments, served high net worth clients nationwide with goals-based financial planning and evaluation of annuity products regarding performance, cash flows, death benefits.My global financial communications experience includes:* Built marketplace recognition of Charles Schwab's numerous investor and technology innovations, including the Schwab Mutual Fund Marketplace and OneSource, Schwab.com, brokerage services in Chinese and Spanish, Schwab Financial Advisors Service - now Schwab Institutional, and investor interest in The Charles Schwab Corporation, post IPO.* Created the first communications function at Barclays Global Investors (BGI), one of the largest asset management firms (now BlackRock) and led the award-winning communications program for BGI's successful launch of the iShares exchange-traded funds business, pre-BlackRock acquisition.* Created the first responsible banking communications campaign for MUFG Union Bank, N.A., anchored by the 'Five Tenets of Responsible Banking' - differentiating the bank with key constituents amid the Occupy Wall Street protests and heightened criticism of the banking industry. SpecialtiesClient relationships and financial planning Strategic communicationsInvestor relations and financial communicationsVolunteerAdvisory Committee, KCEA FM 89.1, KCEA.orgNorthern California German Shepherd RescueSecond Harvest Food BankMusicianSaxophonist performing in the San Francisco Bay Area; bands include Shakedown - a Soul / R&B band based in San Jose, Palo Alto Peninsula Symphonic Band, and the CSM Symphonic Band.