
Finance Communications
San Francisco Bay Area

Finance Communications
San Francisco Bay Area
Driven Communications Specialist with over 20 years' experience writing, editing and publishing in marketing, public relations, web, technical and advertising domains. Personal Finance and Financial Services emphasis.
Recent accomplishments:
--Moderator, Online Savings Trends, savings.com Save Up, San Francisco
--National Winner, Charles Schwab, Talk to Chuck marketing campaign
Personal Finance, Financial Services, Mobile and Web Content, Emerging Technologies, Global English, 2.0 communities
(Privately Held; Newspapers industry)
January 2009 — Present (11 months)
Credit card + debt info, expert finance tools, and tips for saving money + investing smart
(Privately Held; Writing and Editing industry)
January 2009 — Present (11 months)
Integration training for Wells Fargo and Wachovia merger - Wholesale Loan Services (Credit Analysis, Loan Servicing, Loan Documentation and more)
(Writing and Editing industry)
July 2008 — January 2009 (7 months)
Established communications department, major contributor to all marketing, technical and corporate communications and publications for a mobile unified communications software company, including interactive, email, print and mobile campaigns, substantive editing, and policy/process/procedure for content management
(Information Technology and Services industry)
May 2004 — June 2008 (4 years 2 months)
Teclarity, a global document development company, was established in 2004. It has a staff of four fulltime writers with offices in San Rafael and San Jose, California, and Goa, India.
As one of the founders of Teclarity, I consulted for major financial services clients, including E*TRADE Financial, JP Morgan Sympro, Mellon Investor Services
(Public Company; PCG; Utilities industry)
July 2007 — December 2007 (6 months)
Compliance writing for automated SmartMeter project. Triage, surveys across departments and subject matter experts.
(Public Company; EXTN; Computer Software industry)
1998 — 2003 (5 years )
Bought by GEAC, now owned by Infor
Help and training for B2B operational cost software (expense reports, travel plans, purchase reqs) through eight releases of increasing complexity, web portal with third-party content and transaction providers, Nokia, WAP and PDA docs, “look and feel” of communications, project lead for professional services and consultants, localization and internationalization management, single sourcing conversion, best practices authoring, XML-based DB project, hiring and managing writers
--Voted Employee-of-the-Month, June 2000
(Public Company; INFR; Computer Software industry)
1997 — 1998 (1 year )
Writer, Knowledge Publishing Division and Manager, Documentation Group
Lead writer on Office 97 case base (call center knowledgebase), technical editing, online tutorials for case-based reasoning products, managed HTML documentation of Web-based XML client/server software for new division, project coordination in London office, API (C/C++) docs and editing, style guide authoring, managing permanent/contract writers
(Computer Software industry)
1991 — 1997 (6 years )
Partial client list:
McDonald's, Copart, Inc, McGraw-Hill, Great Bear Software, Mountain Lake Software, Gig O'Byte Music, Island Graphics
(Partnership; Design industry)
1984 — 1986 (2 years )
(Oil & Energy industry)
1982 — 1983 (1 year )
Certificate, Personal Financial Planning 2009 — 2010 (expected)
Computer Science 1978 — 1979
B.A. , Geology , 1975 — 1978
Professional Certifications:
--Accredited Credit Counselor, CCEA
--Level 1, Chartered Market Technician
--Certificate, Personal Financial Planning, UCLA (currently enrolled)