I'm a professional writer and a Princeton graduate with a strong background in financial services, marketing communications, corporate communications, wealth management, and information technology, and I have extensive Web writing experience.
I'm accustomed to high-output, deadline-driven environments, and I have adapted my writing style to appeal to widely varying target audiences. I'm a specialist in marketing communications, internal communications, and wealth management.
Selected work
U.S. Trust Jeff Maurer FFIEC July 27, 2001 presentation
U.S. Trust
Executive Presentations Wealth ManagementJanuary 16, 2015 issue of InFocus
Barclays Wealth internal advisor investment newsletter I edited, revised, and produced
Financial Services articles Wealth ManagementBarron's 2015 Barron's Top Advisor Summit September bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementInside U.S. Trust Online production timeline PPT
U.S. Trust
Executive Presentations Wealth ManagementBarron's Top Women Advisor Summit November 2015 bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementBarron's 2014 SF LA Regional Summit Bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementOctober 2014 Compass magazine
Barclays Wealth client newsletter I edited, revised, and produced
Financial Services articles Wealth ManagementU.S. Trust President Maribeth Rahe June 26, 2001 Oregon presentation
U.S. Trust
Executive Presentations Wealth ManagementNovember 2014/January 2014 Compass magazine
Barclays Wealth client newsletter I edited, revised, and produced
Financial Services articles Web ContentBarron's 2015 Barron's Top Institutional Consultants Summit bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementBNY Mellon DR Submission to the SEC on the U.S. Proxy System
BNY Depositary Receipts
ProposalsU.S. Trust Jeff Maurer June 20, 2001 SEO presentation
U.S. Trust
Executive Presentations Wealth ManagementQIAStock blog on new QIAGEN healthcare inventory control system
QIAGEN
Healthcare Writing Internal CommunicationsBarron'a 2015 Barron’s Top Independent Advisors Summit bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementNovember 2014 Compass magazine
Barclays Wealth client newsletter I edited, revised, and produced
Wealth Management Financial Services articlesBarron's 2015 Barron's Diversity Summit bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementBarron's 2014 South Florida Regional Conference bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementBarron's 2015 Top Advisor Teams Summit Bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementBarron's 2014 Top Women Advisor Summit Bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementBarron's 2014 ETF Conference Bios
Barron's
Bios Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth ManagementSearch and Social Media Copywriting Playbook
iCrossing
Digital Marketing Executive PresentationsBattea Class Action Services Web Copy
Battea Class Action Services
Legal Writing Web ContentMyCareer Grand Prix FAQs
ADP
Internal CommunicationsJSC RusHydro Press Release
BNY Mellon Depositary Receipts
Press ReleasesA Buy/Sell Guide to Applying Augmented Intelligence to the Post-Earnings Season
AlphaSense
Financial Services articles Tech White Papers Fintech Technology WritingByblos Bank press release
BNY Mellon Depositary Receipts
Press ReleasesU.S. Trust case study article - increasing a client's worth by 40%
U.S. Trust
Financial Services articles Wealth ManagementNew 2008 Marketing Letters
BNY Mellon Depositary Receipts
Emails and letters Financial Services marketing material (brochures, video scripts, web copy, presentations)Silicon Motion Osprey Press Release
Silicon Motion
Press Releases Technology WritingMFS competitors' infographics
iCrossing - MFS Institutional
Digital Marketing Executive Presentations Financial Services marketing material (brochures, video scripts, web copy, presentations)ISO Brochure
ISO
Financial Services marketing material (brochures, video scripts, web copy, presentations) Insurance WritingNorth Brunswick warehouse writeup
Ernst & Young National Valuation Group
Financial Services articlesU.S. Trust CEO Alan Weber risk speech
U.S. Trust
Executive Speechwriting Wealth ManagementGreenPoint Mortgage Internet FAQ
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentNew York Daily News article - GreenPoint Mortgage
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)RBS Citizen Bank internal bank bulletin
RBS Citizens Bank
Internal CommunicationsNorilisk Nickel DR Management Proposal
Aneta McCoy Advisory Group - corporate governance
Financial Services marketing material (brochures, video scripts, web copy, presentations) ProposalsU.S. Trust Susan Porter UJA speech
U.S. Trust
Executive Speechwriting Wealth ManagementU.S. Trust annual review article - new investment products
U.S. Trust
Financial Services articles Wealth ManagementInternet Guide to GreenPoint
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentUS Trust Private Banking Receptionist phone script
U.S. Trust
Phone Scripts Wealth ManagementWhen Can You Enroll in a Health Plan?
FAIR Health
Healthcare WritingNGF Sales Sheet
FAIR Health
Healthcare WritingFerriSSD white paper
Silicon Motion
Tech White Papers Technology WritingNorilsk Nickel Case Study
BNY Mellon Depositary Receipts
Financial Services marketing material (brochures, video scripts, web copy, presentations)DIRECTV client case study video script
iCrossing
Digital Marketing Video ScriptsGoogle Scissors Press Release (satire)
FAIR Health EOC Benchmarks marketing video script
FAIR Health
Healthcare Writing Video ScriptsFAIR Health food allergies article
FAIR Health
Healthcare WritingADP Grand Prix portal article
ADP
Internal CommunicationsUS Trust Private Banking Associate phone script
U.S. Trust
Phone Scripts Wealth ManagementBoard Solutions Proposal for Cooperation
Board Solutions
Financial Services marketing material (brochures, video scripts, web copy, presentations) ProposalsLease Accounting: Key Challenges in Complying
CohnReznick
Insurance WritingSilicon Motion SM2256 Press Release
Silicon Motion
Press Releases Technology WritingBridgestone Client Case Study Video Script
iCrossing
Digital Marketing Video ScriptsFAIR Health Online marketing video script
FAIR Health
Healthcare Writing Video ScriptsGrand Prix HR & Manager Briefing Pack
ADP
Internal CommunicationsRiding the Coming Tsunami of Adviser Retirements
Sanctuary Wealth
Financial Services articles Wealth ManagementOptym Southwest Airlines case study
Optym
Technology Writingemeafinance Magazine's Achievement Award 2008 Press Release
BNY Mellon Depositary Receipts
Press ReleasesWhat are the key diversity and inclusion challenges facing marketers today?
FAIR Health Online demonstration video script
FAIR Health
Healthcare Writing Video ScriptsLease Accounting: Risks if You Wait Too Long to Comply
CohnReznick
Insurance WritingNovartis Oncology President's Club blog post
Novartis Oncology
Healthcare Writing Internal CommunicationsU.S. Trust Personal Wealth Solutions article
U.S. Trust
Financial Services articles Wealth ManagementISO action plan
ISO
Insurance WritingRouteMAX article
Optym
Technology WritingATRI survey article
Optym
Technology WritingFAIR Health Methodology marketing video script
FAIR Health
Healthcare Writing Video ScriptsRouteMAX video script
Optym
Technology Writing Video ScriptsETF Press Release
BNY Depositary Receipts
Press ReleasesPillsbury Winthrop Financial Services brochure
Pillsbury Winthrop
Financial Services marketing material (brochures, video scripts, web copy, presentations) Legal WritingVerizon Digital Security Pro script
iCrossing
Digital Marketing Video ScriptsHow Do You Identify a Winner?
Catalyst Funds
Financial Services marketing material (brochures, video scripts, web copy, presentations)Dental Coverage for Retirees by Robin Gelburd
FAIR Health
Healthcare WritingU.S. Trust ICSG Transaction Associate Phone Redirect Script
U.S. Trust
Phone Scripts Wealth ManagementWhen Can You Enroll in a Health Plan - Insurance Basics
FAIR Health
Healthcare WritingNorilisk Nickel Induction Training Report
Aneta McCoy Advisory Group - corporate governance
Financial Services marketing material (brochures, video scripts, web copy, presentations) ProposalsDermot O'Brien Managers Grand Prix letter
ADP
Internal CommunicationsFAIR Health Life Science sell sheet
FAIR Health
Healthcare Writing Wealth ManagementMFS Institutional Twitter Social Media Copy
iCrossing - MFS Institutional
Digital Marketing Financial Services marketing material (brochures, video scripts, web copy, presentations) Social Media WritingUS Trust annual report article - special fiduciary services
U.S. Trust
Financial Services articles Wealth ManagementThe dangers of using opioids as sleep aids
SingleCare
Healthcare WritingMFS Institutional Facebook Social Media Copy
iCrossing - MFS Institutional
Digital Marketing Financial Services marketing material (brochures, video scripts, web copy, presentations) Social Media WritingFAIR Health EOC Benchmarks demonstration video script
FAIR Health
Healthcare Writing Video ScriptsPayor Overview Sell Sheet
FAIR Health
Healthcare WritingGreenPoint Bank Telebanking brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)What Is Dividend Risk? How Can Option Traders Prepare for It?: Video Script
TD Ameritrade
Financial Services marketing material (brochures, video scripts, web copy, presentations) Video ScriptsU.S. Trust online web copy
U.S. Trust
Wealth Management Web ContentUS Trust annual report article - institutional investment management
U.S. Trust
Financial Services articles Wealth ManagementBarron's 2014 Top Advisor Summit Bios
Barron's
Financial Services marketing material (brochures, video scripts, web copy, presentations) Wealth Management BiosU.S. Trust Risk Management article
U.S. Trust
Financial Services articles Wealth ManagementLease Accounting Overview Article
CohnReznick
Insurance WritingJPMorgan Chase Risk Budgeting article
JPMorgan Chase
Financial Services articlesGrupo Financiero Banorte Press Release
BNY Mellon Depositary Receipts
Press ReleasesGreenPoint Mortgage Chinese broker letter
GreenPoint Financial
Emails and lettersThe Power of Sisense 7.1: We Deliver Invaluable Data Insights to You—Immediately
Sisense fintech marketing brochure
Financial Services marketing material (brochures, video scripts, web copy, presentations) Fintech Technology WritingU.S. Trust hedge funds article
U.S. Trust
Financial Services articles Wealth ManagementNPIC Product Sheet
FAIR Health
Healthcare WritingDermot O'Brien Associates Grand Prix letter
ADP
Internal CommunicationsChangyou Press Release
BNY Mellon Depositary Receipts
Press ReleasesU.S. Trust fee increase letter
U.S. Trust
Emails and letters Wealth ManagementHaulPLAN ATRI survey article
Optym
Technology WritingCatalyst Dynamic Alpha Fund story
Catalyst Funds
Financial Services marketing material (brochures, video scripts, web copy, presentations)March Grand Prix portal article
ADP
Internal CommunicationsTurning America’s Prisoners Into America’s Workforce
SweeneyVesty - U.S. Chamber of Commerce
Financial Services marketing material (brochures, video scripts, web copy, presentations) Press ReleasesGreenPoint CEO Headlands Mortgage letter
GreenPoint Financial
Emails and letters5 Little Things That Make Customer Experiences That Much Better
iCrossing
Digital MarketingUS Trust annual report article - institutional investment management distribution services
U.S. Trust
Wealth ManagementBlackRock investment solution webages I authored for the RAIN Agency
BlackRock
Financial Services articles Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentUS Trust ICSG banking associate redirect phone script
U.S. Trust
Phone Scripts Wealth ManagementThe Briefing #8: Orchestrate Tax-Intelligent Planning Now and Plan a Financial Strategy for Your Future
Citibank wealth management newsletter
Financial Services articles Wealth ManagementU.S. Trust alternative investments article
U.S. Trust
Financial Services articles Wealth ManagementGreenPoint Financial Fixed Rate No Doc Home Equity brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)US Trust annual report article - President Maribeth Rahe ghostwritten article on client service
U.S. Trust
Financial Services articles Wealth ManagementU.S. Trust online access letter
U.S. Trust
Emails and letters Wealth ManagementTextIQ Press Release - AI-Powered Text scanning
TextIQ
Fintech Press Releases Technology WritingSaia RouteMAX Press Release
Optym
Press Releases Technology WritingU.S. Trust Institutional investment Group article
U.S. Trust
Financial Services articles Wealth ManagementLitigation Support Sell Sheet
FAIR Health
Healthcare WritingU.S. Trust tax consulting fee
U.S. Trust
Emails and letters Wealth ManagementOsprey white paper
Silicon Motion
Tech White Papers Technology WritingThreat modeling white paper
MyAppSecurity
Technology Writing Tech White PapersDReam Team #3
BNY Depositary Receipts - international employee newsletter
Internal CommunicationsDReam Team #4
BNY Depositary Receipts - international employee newsletter
Internal CommunicationsDReam Team #1
BNY Depositary Receipts - international employee newsletter
Internal CommunicationsDReam Team #5
BNY Depositary Receipts - international employee newsletter
Internal CommunicationsDReam Team #2
BNY Depositary Receipts - international employee newsletter
Internal Communications2015's Top 10 Settlements
Battea Class Action Services
Legal WritingHow Battea Can Help You Work With A Claims Administrator
Battea Class Action Services
Legal WritingHSBC Protected Growth sales video script
HSBC
Financial Services marketing material (brochures, video scripts, web copy, presentations) Video ScriptsThis highly successful sales video script I authored was delivered by a Managing Director.
2015 Trends in Securities Class Actions
Battea Class Action Services
Legal WritingBattea Helps Raise 150K for Charity
Battea Class Action Services
Internal Communications Legal WritingCitadel hedge fund campus recruitment brochure
Citadel hedge fund
Financial Services marketing material (brochures, video scripts, web copy, presentations)Adam Foulke Advises Publlic Pension Funds Not To Leave Their Funds on the Table
Battea Class Action Services
Legal WritingHSBC Innovative Income Solutions brochure
HSBC Structured Products
Financial Services marketing material (brochures, video scripts, web copy, presentations)HSBC Structured Products Capabilities brochure
HSBC Structured Products
Financial Services marketing material (brochures, video scripts, web copy, presentations)HSBC Protected Growth sales webinar presentation
HSBC
Executive Presentations Financial Services marketing material (brochures, video scripts, web copy, presentations)Scalia and the Landmark Morrison Decision
Battea Class Action Services
Legal Writing2015’s Top 10 Class Action Distributions
Battea Class Action Services
Legal WritingTrent Calabretta Urges Public Funds Summit To Defend Their Assets
Battea Class Action Services
Legal WritingGreenPoint Financial Affordable Housing brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)GreenPoint Financial Home Equity brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)Investment Management law practice description
Pryor Cashman LLP
Legal Writing Web ContentAmy Radin and Beth Pascuicco AXA senior management speech
AXA US
Executive Speechwriting Insurance WritingBanking & Finance law practice description
Pryor Cashman LLP
Legal WritingGermany law practice description
Pryor Cashman LLP
Legal Writing Web ContentBeth Pasciucco AXA senior management speech
AXA US
Executive Speechwriting Insurance WritingGreenPoint Financial Student loan brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)Shell President Marvin Odum speech on America's energy future
Shell Oil
Executive SpeechwritingBankruptcy, Reorganization and Creditors Rights law practice description
Pryor Cashman LLP
Legal Writing Web ContentChina law practice description
Pryor Cashman LLP
Legal Writing Web ContentPrivate Client law practice description
Pryor Cashman LLP
Legal Writing Web ContentGetting Emotional About Money: Barclays Wealth behavioral finance article
Barclays Wealth and Investment Management
Financial Services articles Wealth ManagementAXA CEO Mark Pearson speech
AXA US
Executive Speechwriting Insurance WritingNonprofit and Tax-Exempt law practice description
Pryor Cashman LLP
Legal Writing Web ContentM&A and Private Equity law practice description
Pryor Cashman LLP
Legal Writing Web ContentGreenPoint Financial Y2K brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Technology WritingBarclays Wealth Diversification article
Barclays Wealth and Investment Management
Financial Services articles Wealth ManagementCross-border Transaction law practice description
Pryor Cashman LLP
Legal Writing Web ContentClosing Speech - AXA senior management speech
AXA US
Executive Speechwriting Insurance WritingYomiuri Shimbun 25th anniversary speech
The Yomiuri Shimbun
Executive SpeechwritingTax law practice description
Pryor Cashman LLP
Legal Writing Web ContentNick Lane AXA senior management speech
AXA US
Executive Speechwriting Insurance WritingU.S. Trust Jeff Maurer CEO speech
U.S. Trust
Executive Speechwriting Wealth ManagementA speech I wrote for U.S. Trust CEO Jeffrey Maurer
U.S. Trust President Maribeth Rahe Thomson Financial PowerPoint presentation
U.S. Trust
Executive Presentations Wealth ManagementHow To Bring In Referrals: U.S. Trust business development story
U.S. Trust
Internal Communications Financial Services articles Wealth ManagementU.S. Trust employee referral story - a business development article I originated; it generated new business
U.S. Trust President Maribeth Rahe Thomson Financial wealth management speech
U.S. Trust
Executive Speechwriting Wealth ManagementA speech I wrote U.S. Trust President Maribeth Rahe
Experian Marketing Services personnel announcement email
Experian Marketing Services
Emails and lettersEmail to Current Service Users of USTrust.com
U.S. Trust
Emails and letters Wealth ManagementProject Nimbus: Experian IT newsletter story
Experian Marketing Services
Technology WritingAccelerate, Integrate, Innovate: Experian Marketing Services IT white paper
Experian Marketing Services
Technology Writing Tech White PapersEmail for GreenPoint Mortgage Servicing FAQs
GreenPoint Financial
Emails and lettersQuality Assurance: Experian IT newsletter story
Experian Marketing Services
Technology WritingHeart of Experian Experian IT employee profile of a talented engineer
Experian Marketing Services
Internal Communications Technology WritingU.S. Trust CEO Van Gogh speech
U.S. Trust
Executive Speechwriting Wealth ManagementA speech I wrote for U.S. Trust CEO Peter Scatturo for a client event held at a Metropolitan Museum of Art Van Gogh exhibit.
Credit Cards
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentA description of the benefits of credit cards with GreenPoint.
GreenPoint CEO Education Speech
GreenPoint Financial
Executive SpeechwritingA highly praised speech I wrote for GreenPoint CEO Thomas Johnson on education for the bank's 2000 GreenPoint Achiever Awards program for college scholarship...
U.S. Trust CEO Affluenza speech
U.S. Trust
Executive Speechwriting Wealth ManagementA wealth management speech I wrote for U.S. Trust Jeffrey Maurer on "affluenza," the fact that some children of affluent families lack motivation.
CDs
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentA description of the benefits of certificates of deposit (CDs) with GreenPoint.
Retirement Accounts
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentA description of GreenPoint's Retirement Accounts.
GreenPoint Bank Home Equity brochure
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations)A description of GreenPoint's Home Equity program.
Installment Loans
GreenPoint Financial
Financial Services marketing material (brochures, video scripts, web copy, presentations) Web ContentA description of GreenPoint's installment loans.
U.S. Trust CEO Forbes Gallery speech
U.S. Trust
Executive Speechwriting Wealth ManagementA speech I wrote for U.S. Trust CEO Alan Weber for a client event held at the Forbes Gallery.
An Introduction to Depositary Receipts
BNY Mellon Depositary Receipts
Financial Services marketing material (brochures, video scripts, web copy, presentations)A BNY Mellon marketing brochure I wrote.
UES Case Study
BNY Mellon
Financial Services marketing material (brochures, video scripts, web copy, presentations)A success story I converted into a financial case study for BNY Mellon, used as marketing collateral for prospects.
DRs: Facts Vs. Fiction handout
BNY Mellon Depositary Receipts
Financial Services marketing material (brochures, video scripts, web copy, presentations)A handout describing the benefits of DRs (depositary receipts).
A World of Opportunity: ETF marketing brochure
BNY Mellon Depositary Receipts
Financial Services marketing material (brochures, video scripts, web copy, presentations)A brochure publicizing ETFs (exchange-traded funds) linked to DRs (depositary receipts).
The Role of a Depositary Bank
BNY Mellon Depositary Receipts
Financial Services marketing material (brochures, video scripts, web copy, presentations)A one-sheet handout describing the role of a depositary bank.
HSBC Case Study
BNY Mellon Depositary Receipts
Financial Services marketing material (brochures, video scripts, web copy, presentations)A success story I converted into a financial case study for BNY Mellon, used as marketing collateral for prospects.
