* Skilled and proven strategist with supervisory experience
* Experience working with fintech companies
* Strategist for banking technology onboarding initiatives
* Award-winning business and tech editor, writer, and researcher
* Experience working with industry, government agencies, and academia
* Strong ability to align company vision and marketing objectives with strategy and content
CORE COMPETENCIES
Understanding of the Payments Space * Thought Leadership * Data Analysis * Client Relations * Branding/Storytelling * Social Media Content * Project Management * Strategic Messaging
Financial Researcher, Editor, and Writer, Senior Editor, and Writer, Fanwood, NJ
Worked with global banks, major insurers, well-known fintech firms, leading consulting firms, top universities, governmental agencies, custom publishers, and media organizations to develop compelling content with a strong narrative. Succeeded at building strong storytelling skills, providing companies with superior content that aligned with their vision and goals. Handled thought leadership by determining, researching, and writing content for case studies and white papers for fintechs, financial institutions, private equity firms, consulting organizations, insurers, financial services industry trade groups, and other corporations. Developed content for corporate and business school online news sites, including BNP Paribas, Marsh, New York Life, Dice.com, Bankrate.com, EfinancialCareers.com, the business news website for the University of Pennsylvania’s Wharton School of Business (Knowledge@Wharton), and the business news website for Emory University’s Goizueta Business School. Worked as a journalist, regularly covering financial services, including banking, insurance, fintechs, and alternative investing. Led and directed the rollout of branded publications. Supervised layout and content of websites, spearheading launches and revamps. Authored articles for print publications, including Strategic Finance Magazine, Middle Market Growth Magazine, The Secured Lender, NJ Biz, Emory Business Magazine, and President & CEO Magazine. Wrote personal finance and business news columns for inclusion in custom newsletters for ALM, Forbes, Thomson Reuters, and other media organizations. Wrote, ghostwrote, and edited material for finance books, including The Five Keys to Value Investing. Co-authored and edited financial research and journal articles for leading graduate school business professors. (1993-present)
Thought Leadership Senior Strategy Consultant, Wells Fargo, New York, New York
Acted as a strategy consultant, assisting Wells Fargo senior leadership and lines of business heads to develop a technology improvement roadmap for onboarding commercial banking clients. Assessed and captured critical information on current technology onboarding initiatives to understand overlaps and redundancies in efforts. Spearheaded creation of thought leadership focused on the payments space, including internal and external white papers, as well as articles for American Banker and material for NACHA. Created relevant and timely talking points for senior executives to present at major payments industry conferences and for prominent industry podcasts. Utilized my research skills and data analytics background to ensure talking points emphasized the most relevant and compelling industry information. Assisted in developing a consistent thought leadership narrative for the enterprise payments division at Wells Fargo. Assessed prior year’s payments thought leadership and created a roadmap for 2023. Acted as a subject matter expert, keeping abreast and ahead of trends in the payments industry. Conducted research into major banking competitors, neobanks, and fintechs in the payments space for Wells Fargo senior leadership. Succeeded at managing multiple tasks, improving content, and meeting all deadlines. (September 2022-August 2023)
Senior Editor, Group SJR (part of WPP), New York, New York
Created and edited best-in-class content (white papers, social media, video, website articles, scripts, and ghostwritten content) for banking, consulting, investment banking, and technology clients, leading efforts from concept to execution. Worked to develop strategic relationships with clients and agency partners. Proactively provided client with strategic insight by keeping abreast of macroeconomic business challenges and technological shifts. Worked closely with Editorial Directors to support the business development function. Supported Editorial Directors to keep client/account projects on track through the editorial process, from ideation to publication and beyond. Ensured all content spoke to the overarching client brand. (July 2021-August 2022)
Managing Editor, FSO Magazine, Fanwood, NJ
Edited and directed content for the business publication and online site. Assigned reporters to online and print stories, and dealt with staff to produce research for the online site and magazine. Kept ahead of changes in the dynamic fintech space to drive compelling magazine content. Collaborated with the CEO, sales, website design and production team, and e-newsletter editor to align company objectives across business platforms. Recruited experts from financial services to write for the quarterly magazine and online. Set long-term editorial goals for publication and website. Dealt with advertisers and business sponsors at industry events. Functioned as a moderator and panelist at business industry events. (March 2007-September 2008)
Regional Editor, NJBiz, Snowden Publications, New Brunswick, NJ
Developed and directed content for the newspaper. Wrote cover stories for the Southern New Jersey edition. Researched, wrote, and edited the book entitled “New Jersey’s Public Companies.” Supervised layout and content of the paper. Directed the activities of junior reporters and production staff. Developed and wrote a column called “Alternative Investing,” featuring the collectibles and antiques market. Specialized in the insurance and agricultural beat for the publication. (May 1997-May 1998)
Online Editor/Writer, NJBiz, Snowden Publications, New Brunswick, NJ
Managed all editorial oversight and writing for BUSINESS NEWS Online (now called NJBiz.com), a compendium to the weekly newspaper BUSINESS NEWS New Jersey. Participated in the revamp of the website. Worked with research staff and marketing personnel to align company efforts. Developed and wrote a regular feature for the newspaper called “Stock to Watch.” Oversaw data collection for the book titled “The NJ Book of Lists.” Used knowledge of HTML to post news items to the website daily. (January 1997-April 1997)
RELEVANT FINANCIAL INDUSTRY EXPERIENCE
Assistant Vice President/Non-Profit Program Manager, SPMI., New York, New York
Negotiated reinsurance treaties for Non-Profit Professional Liability Insurance, working with domestic and Lloyd’s of London insurers. Managed Non-Profit Professional Indemnity Insurance Program. Analyzed SEC filings to determine risk involved with hard-to-place business for the Corporate Directors’ and Officers’ Insurance program. (February 1989-June 1993)
Underwriter I, Fidelity & Deposit Company of Maryland, Baltimore, Maryland
Managed negotiations with current and prospective commercial clients. Conducted field examinations of regional offices and offered branch support and direction. Underwrote D&O Insurance, Blanket Bond, IRA/Keogh E&O Insurance, and Fiduciary Liability policies. (October 1986-January 1989)
Fairleigh Dickinson University, Master of Fine Arts in Creative Writing
Vassar College, Bachelor of Arts in Political Science, Poughkeepsie, New York
INSTITUTIONAL SERVICE
Reader, The Literary Review, An International Journal of Contemporary Writing, Fairleigh Dickinson University
VOLUNTEER EXPERIENCE & INVOLVEMENT
African-American Alumnae of Vassar College, Poughkeepsie, NY
American Red Cross, Emergency Relief Volunteer, Brooklyn, New York
Junior League of Brooklyn, Diversity Coordinator, Brooklyn, New Jersey
Raritan Valley Community College, Diversity Council, Branchburg, NJ
References Available upon request