
Author & Speaker; Marketing Representative for Principal Financial Group
Columbus, Ohio Area

Author & Speaker; Marketing Representative for Principal Financial Group
Columbus, Ohio Area
CAREER ACHIEVEMENTS
* Project consultant, developer and ghost-writer: Prospect or Perish, a new curriculum course now published and offered by The American College as part of the Life Underwriter Training Council Fellow and Financial Services Specialist designation programs for professionals in the insurance industry.
* Consultant: Counseled and educated the principals of a fee-only money management firm in growing their managed assets more than 50 percent since November 2005.
* Capital Fund Raising: Leveraged current technologies to streamline comprehensive marketing/public relations endeavors for non-profit capital campaigns, cutting costs and overall production time from five months to six to eight weeks; Campaigns raised in excess of $300 million over ten years.
* Sales Person: Prospected, qualified, evaluated, proposed and closed client service engagements ranging from $7,500 to $60,000.
* Marketing Director: Created a marketing vehicle where there was none before, that continues to generate between 100-150 qualified leads per mailing, fueling sales and long-term client relationships after ten years in practice.
* PR / National Spokesperson: served as the national spokesperson for General Electric's national "Men-Do-Laundry Month"--a public relations campaign to promote the launch of GE's Profile Harmony™ Laundry System (now one of the company's flagship lines of consumer appliances).
* Author: Published author before the age of 30. Second book, Don't Wait Until You Graduate! is a strong perennial backlist seller, is now in is Second Edition and has been translated into Chinese for distribution throughout Asia.
PROFESSIONAL ATTRIBUTES
* Expert in all communication media.
* Industries served include healthcare, fundraising, insurance, securities, wholesale distribution, arts, higher education, and publishing.
* Project manager, prudently utilizing time, human and financial resources.
* Highly articulate, with a keen ability to understand complex issues and then convey them succinctly for a wider audience, both in writing and public speaking (before a live audience, on television or on the radio).
(Public Company; 10,001 or more employees; PFG; Financial Services industry)
March 2008 — Present (10 months)
I leverage the boundless resources of The Principal Financial Group® to help individuals, families and small to medium-sized businesses set and achieve financial goals.
(Privately Held; Myself Only; Management Consulting industry)
May 2005 — August 2007 (2 years 4 months)
Providing counsel and project management services in both human capital development and customer communication programs. Additional services include message/strategy development, planning, copy writing, graphic design (for both print and the web), and video production. Also developed groundbreaking training programs for both the insurance and securities industries.
(Privately Held; 11-50 employees; Public Relations and Communications industry)
May 1993 — May 2005 (12 years 1 month)
1993 – 2003 (W-2); 2003 – 2005 (1099)
Consulting onsite with clients, major donors, and campaign directors in establishing public relations strategies and producing marketing materials for major capital campaigns (exceeding $250 million raised). Developed cases for support, executive summaries, program and video scripts, brochures, direct mail letters and other public relations documents. This included conceptualization, writing, graphic design and print management; video production work involved conducting on-camera interviews; directing on-location videography; assembling various elements into final PR and fund-raising video presentations. All processes required project management of production schedules, leading support staff, managing budgets and client billing.
(Public Company; 10,001 or more employees; Broadcast Media industry)
April 2003 — June 2003 (3 months)
As the author of a highly acclaimed book on husband-wife relationships, and experienced and comfortable on the radio, in front of a camera and before an audience, selected as the national spokesperson for General Electric’s national “Men-Do-Laundry Month” —a public relations campaign conducted in August, 2003 to advance a message of balanced chores in the household, as well promoting GE’s “Harmony” line of washer-dryers. Campaign included a satellite media tour in major markets, including CNN, MSNBC and Fox News.
(Privately Held; 201-500 employees; Wholesale industry)
June 1990 — March 1993 (2 years 10 months)
Responsible for all marketing communications, including a 500-plus page product catalog, corporate advertising, direct mail campaigns, and trade press publicity.
BA, Journalism, 1988 — 1991
none, Advertising Design, 1985 — 1988
* Institute for Management Consultants, USA
* American Society for Training and Development
* American Marketing Association
* Listed in National Register’s Who’s Who in Executives and Professionals
PUBLISHED WORKS (Partial List)
Prospect or Perish: (Ghost-written for I. David Cohen; The American College Press, 2006). Textbook for a new curriculum course at The American College.
Real Foreplay: Eight Easy Steps for the Man Who Wants to Be Closer and More Intimate with His Wife. (ISBN 0-9625977-1-6), 2003.) This highly acclaimed book defines eight easy steps to becoming a more sensitive and attentive husband.
The Last Guide Ebook Series. CollegeRecruiter.com; Minneapolis, MN, 2004.
Don't Wait Until You Graduate II: Jump-start Your Career in Today's Volatile Economy While Still in School. (ISBN 0-88282-228-4 New Horizon Press, Far Hills, NJ., 2003.) Book shows college students how to place themselves in a stronger position for work when they graduate. It emphasizes what students must focus upon before the job hunt begins.
* Adopted by OSU Career Services Department for career development classes;
* Translated into Chinese with distribution throughout Asia.