• Wrote engaging articles for brands, content marketing agencies, and financial advisors.
• Considered as Forbes Personal Finance top contributor.
• Crafted byline and ghostwritten pieces.

Savingforcollege.com is a source of unbiased information on 529 plans and other ways to save and pay for college.

• Crafted, revised, edited, and proofread personal finance content for the company blog, web pages, press releases, email campaigns, and advertising material.
• Achieved weekly blog pageview goals as defined by company-wide KPIs.
• Oversaw the editorial calendar, creating new content weekly.
• Coordinated weekly and ad hoc email campaigns using MailChimp, resulting in increased open and conversion rates over previous efforts.
• Managed social media presence, including Facebook, Twitter, and Linkedin.
• Gathered metrics from Google Analytics and AdWords on campaigns and web content to improve search optimization.
• Developed public relations and media requests.
• Hosted webinars for consumers and financial advisors.
• Contributed to the book: The Best Way to Save For College, A Complete Guide to 529 Plans, authored by Joseph Hurley.

OakPath Financial is a startup independent RIA (Registered Investment Advisor) focused on retirement plans.

• Worked closely with CEO/founder to develop the corporate name, logo, and brand positioning.
• Developed targeted marketing collateral to be used across a variety of platforms.
• Crafted website copy and blog and maintained the site using a content management system.
• Ensured consistent brand guidelines and messaging were used across all collateral.
• Led the creation of company website and social media accounts.
• Presented retirement plan details to participants.

Merit Insurance is a 60 plus-year-old independent, nationally recognized brokerage firm specializing in long term care, life insurance, disability insurance, annuities, and senior benefits.

• Assisted independent insurance agency with gaining brand recognition in the local area.
• Created and managed social media sites, newsletter, and website content.
• Acquired knowledge of life, auto, and home insurance products.

• Produced marketing collateral and promotional campaigns for new and existing retail mutual funds and separately managed accounts including one-pagers, brochures, presentations, emails, and postcard mailings.
• Developed superb attention to detail as a trusted editor to the marketing team, acting as the final set of eyes on material.
• Provided creative direction and directly supervised in-house graphic designer.
• Completed all projects under the given budget.
• Ensured the look and feel of all material adhered to corporate brand style guidelines.
• Managed redesign of the external website in 2010, which included new pricing and performance pages, HTML fact sheets, and adding banner ads to the homepage.
• Developed and managed a new process for content, design, and printing of quarterly fact sheets, data guide, and one-pagers that saved department time and money.
• Communicated with funds’ distributor to ensure materials were NASD/FINRA compliant.
• Tracked results of campaigns by measuring sales using a CRM system.
• Managed relationships and negotiated rates with outside vendors, including printers and graphic designers.
• Composed monthly, quarterly, semi-annual, and annual mutual fund commentary from regular conversations with portfolio managers.
• Coordinated product launches and product training for internal and external wholesalers.
• Functioned as a primary liaison to the appropriate investment management teams in London, Singapore, Tokyo, and the U.S.