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Click here or scroll down to respond to this candidateCandidate's Name
https://LINKEDIN LINK AVAILABLECell: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEProfessional SummaryIm a marketing professional with project-management and editing skills for financial service publications, websites, and videos. At Merrill Lynch, UBS, TIAA and A.M. Best, I thrived in a fast-paced work environment and served as the team liaison among product, legal and marketing teams to harvest impactful content for various media channels. I continuously advocate to improve processes to ensure media deadlines are effectively met.Professional ExperiencePRUDENTIAL, Newark, NJ 2016 2017Sr. Marketing Specialist, PGIM Retail Performance CommunicationsProduced monthly and quarterly materials promoting retail and European trade-platform fund product sales.Served as support for product and legal advisory areas to ensure accurate product communication.Edited financial content and info-graphics using the Adobe Acrobat and InDesign applications.A.M. BEST CO. Oldwick, N.J. 2008 2015A.M. Best provides financial ratings to insurance companies who, as subscribers, receive analytical reports/briefings concerning the insurance industry relative to business lines, segments and regions.Editor/Project Manager, Communication Support Services, News DivisionProduced B2B reports published in Bests Journal and on the firms website.Edited rating action special reports and briefings incorporating Microsoft Excel info-graphics through the use of InCopy, to publish Adobe PDFs online;Acted in a leadership role as project manager who, along with the production team of art directors and web designers, collaborated with company stakeholders and ratings analysts (assigned to the Life/Health sector analysts) to enable their industry reports to be accurately presented;Ensured business to - business collateral materials were published via appropriate marketing channels, i.e. daily web postings and bi-weekly journals;Analyzed proprietary rating data as well as cultivating outside data (Dow Jones and administering independent surveys).Measured and uploaded performance content via content management systems.TIAA, New York, N.Y. 2004 2007TIAA provides retirement/financial services to members in the academic, medical and cultural fields.Writer, Plan Communications & CollateralWorked to rebrand collateral marketing materials that supported TIAAs retirement-planning, estate-planning and education-funding investment products and services.Managed communication activities to support the business strategy and to build/enhance the companys brand image within effective production procedures.Strategically wrote/edited - according to the AP Stylebook - investment communication, enrollment kits, direct-mail materials and email campaigns to discuss financial solutions, account transactions or other product-related functions.Member of the team awarded the 2006 Financial Communications Society Silver Award (Category: Consumer Retail) for the Personal Financial Organizer brochure.Consultant (Financial Writer/Editor/Project Manager) 2003 2004MLIM L.P. (now known as Blackrock) Plainsboro; NJ Ryan Beck & Co., Inc. Florham Park, NJEdited and managed the development of various forms of communication including: performance reports, newsletters, and trading highlights.Served as an ePublishing contact for channel managers.Oversaw the distribution of marketing and legal materials (i.e. prospectuses, fund annual and semi-annual reports) on MLIMs Financial Advisor InfoCenter website.Wrote and edited - according to the AP Stylebook - marketing materials promoting Ryan Beck through the Informed Investor a client-experience newsletter, brochures and prospecting correspondence highlights.UBS, Weehawken, NJ 2001 2002Client and Account Services GroupAsst. Vice President / Marketing ManagerWrote/edited, according to the AP Stylebook, and managed product communications and statement enclosures.Contributed clear and concise content to UBS websites, providing immediate information to Financial Advisors and clients.Wrote articles for the weekly client newsletter, Investment Forum to enhance sales of new products.MERRILL LYNCH & CO. Plainsboro/Somerset, NJBusiness Innovation Group 2000Asst. Vice President/Communications ManagerAssisted in developing the Reinvent Departments website to help communications between staff and consultants.Served as liaison among web designers, product managers and SMEs to facilitate the intranet website development.Published marketing content to Merrill Lynch DirectSM, the firms online trading website.Produced collateral materials supporting the marketing efforts for 10 business retirement plan products with total assets of approximately $55 billion, and managed a communications budget worth approximately $1 million. Received the Neographics Franklin Award for Excellence (1998) for the RCMA flagship brochure.Supervised an Assistant Writer and freelance writer relating to monthly client newsletter article submissions.Served a leadership role by initiating creative briefs and managing a team with an editor, art director and print buyer.Contributed content to Merrill Lynchs external and internal websites including BusinessCenter and the GES Integrated Intranet. Contributed content (using the Documentum Content Management system) to the Product and Services module within the Trusted Global Advisor (TGA) online broker workstation.Implemented for approximately 30 marketing communications a streamlined production process (reducing rework and ensuring cost containment) and an inventory process that ensured appropriate shelf life and inventory.Produced collateral and direct mail materials to support marketing objectives for the following products: 401(k) plans, annuities, life insurance and mutual fund discretionary services.Managed an Assistant Editor and served as liaison between product areas and legal advisory.Edited manuscripts according to the AP Stylebook and Merrill Lynch standards, established/maintained project schedules and coordinated with team members to meet product areas needs.Member of the Malcolm Baldrige Assessment team responsible for measuring branch offices operations, service and organizational performance data, and publishing in the Service Quality Monitor. (Promoted to Editor, Marketing Svcs.)Managed six employees; responsible for gathering performance data from Retirement department units; Developed daily, monthly, quarterly and annual reports to publish our findings. (Promoted to Quality Analyst, Market Planning)Education and CertificationsBA, Journalism and Mass Media: Rutgers University, Douglass College New Brunswick, NJLicense: Series 7 Registration (2006 and 1992)Certification: HTML Web Author, Mercer County College (2000),Applications: InCopy, InDesign, Content Management Systems, Adobe Acrobat, Microsoft Office. |
