BACKGROUND

A 15-year track record of success

Freelance and full-time marketing and communications experience with asset managers, mutual funds, investment advisors, insurers and broker/dealers.

Thorough understanding of the financial marketplace

Working knowledge of the investment markets, financial planning products, regulations and distribution channels.

Deadline oriented and quality focused

A creative approach motivated by a sense of urgency and a commitment to deliver high quality work on time and within budget.

Skilled in the technologies needed for success

Proficiency in Microsoft Office (Word, Powerpoint, Excel), Adobe Creative Suite (InDesign, Illustrator, Acrobat) and social media applications (WordPress, Twitter, LinkedIn)

EXPERIENCE

Nationwide Financial - Columbus, Ohio. 2006 to present.

Potomac Fund Management - Easton, Maryland. 2012 to present.

Lincoln Investment Planning - Wyncote, Pennsylvania. 2003 to present.

Meeder Financial - Dublin, Ohio. 1998 to 2006.

Diamond Hill Investment Management - Columbus, Ohio. 2003 to 2006.

PERSONAL

I bring a passion for knowledge, an acumen for business, and a talent for writing to the professional world of financial communications. I am enthusiastic about learning and using language to bridge gaps in understanding and to connect people with common interests and values.

A creative writer, a voracious reader, an avid music fan and an earnest guitar player—I reside in Dublin, Ohio with my wife and daughter, where I am also active in volunteering and supporting the local education and music communities.