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Mobile: PHONE NUMBER AVAILABLE Rebecca A. Baldridge, CFAEmail : EMAIL AVAILABLEEMAIL AVAILABLESUMMARY: Investment professional/financial writer with track record of delivering high-impact financial communications. Extensive experience in financial writing and journalism, editing, asset management, equity research, institutional marketing, and content strategy, as well as analyst/writer training and management. Superlative analytical, writing, research, editorial, and presentation skills. Accomplished communicator adept at managing relationships and building partnerships. Highly adaptable and successfully achieved objectives and managed multi-cultural teams in emerging market environment.PROFESSIONAL EXPERIENCEQUARTET COMMUNICATIONS, North Salem, NY, October 2019 to presentPartner, Head of Financial Content, and Chief EditorQuartet Communications is a boutique financial communications firm specializing in content created by investment professionals.Manage team of financial writers; edit and take ultimate responsibility for all financial content including marketing collateral, investment commentary, white papers and thought leadership pieces, digital communications, investor relations presentations, press releases, bylined articles, and social media content. Work under tight deadlines and ensure all projects are delivered on time.Author wide range of financial content, with specialization in institutional content, blogs, white papers, and investment commentaryWork across asset classes (equities, fixed income, alternatives, private equity, and more) and distribution channelsCollaborate with senior executives, sales, and marketing to develop strategy and content consistent with firm objectives and brandingMaintain knowledge of regulatory standards and ensure all products meet compliance requirementsEdit for clients including investment banks (equity research editing), asset managers, private equity, and fintech firmsRecruit and manage freelance financial writers and investment professionalsMarket firms services to investment management clients and manage client relationshipsFRANKLIN TEMPLETON INVESTMENTS, New York, NY, March 2018-May 2019Senior Investment Writer, Private WealthPlayed an important role in the ongoing development of Franklin Templetons marketing efforts in the private wealth advisor marketplace focused on RIAs and private wealth managers.Wrote and oversaw production of complex and high-profile commentary and other content deliverables across asset classesCreated long and short-form content (digital and print) under tight deadlinesGenerated ideas and developed communications on complex financial concepts intended for a sophisticated advisor audienceBuilt and maintained strong relationships with internal partners (Sales, Portfolio Management, Legal, Compliance)Developed and maintained in-depth expertise in client needs and interests, business insights, and market trends through independent research as well as consultation with internal partners and channel marketingMonitored fund, industry, and market activities and remained current with FINRA compliance rulesLOQUATIO LLC, New York, NY, January 2015-October 2019Contributing Editor, Content Strategy and Thought LeadershipLoquatio is a boutique content strategy firm boasting an old-school work ethic combined with 2015 digital sensibilities. Specialties range from thought leadership and digital design to infographics, white papers, and industry surveys. Expertise includes banking and insurance, risk management, Dodd-Frank, regulatory stress testing, healthcare, pharma, and energy, among others.Responsibilities included digital and print content strategy and development, authoring articles, white papers, and digital contentINVESTMENT COMMUNICATIONS & CONTENT STRATEGY, NY, Moscow, Kiev, Los Angeles, NY, 1998-2019Extensive experience in providing research, marketing, and financial writing/editorial/communications/content marketing and investor relations solutions, as well as equity research services, to buy and sell side clients including bulge bracket asset managers, mutual funds, hedge funds, financial institutions, and brokerage clients, working across all asset classes and producing 100% referral business.Support equity, FI, alternative and retirement products; produce digital/social media content, marketing collateral, presentations, earnings releases, earnings call scripts, investment commentaries (from attribution reports), thought leadership, and by-lined articlesCollaborate with investment teams on institutional marcom projects across asset classes; resolve conflicts between investment management, compliance, marketing, and production functions to produce high impact, compliance-approved collateralConduct content audits and competitive analysis; work with designers, UX architects, product managers, and subject matter experts to develop digital content solutions that align digital strategy with business goals and enhance the user experience. Employ SEO techniques and web analytics to deliver optimized content.Authored Cross-Border M&A: Leveraging Opportunities in High-Growth Markets for Economist Intelligence Unit, March 2013Contributed chapter to In from the Cold (London Publishing Partners, 2012), a history of Russias capital marketsSpent six months full-time in 2010 leading investment research team with Concorde Capital in Kiev and supporting IB transactions through business valuation, research, and creation of offering materials. Covered metals & mining/gas/agriculture/macroCENTREINVEST GROUP, Moscow, Russia and New York, NY, 2006 to 2008Director, Equity Research, Moscow, Russia, 2007 to 2008Promoted to director of research after ten months in equity sales, managing 21 direct reports. Left due to sale of company.Provided analytical, valuation, and marketing support to sales team and marketed directly to global institutional clientsImproved fundamental analytical skills and mentored young research team, significantly enhancing research quality according to anecdotal evidence from sales force and clients, while Bloomberg hits increased by nearly 35%Introduced research compliance rules consistent with US regulatory standardsCENTREINVEST GROUP, continuedImplemented measures to increase analyst/sales force contact and worked with analysts individually to develop communication skills and client service orientation, with aggregate client calls up by nearly 30% over a six-month periodProvided documentation/research, prepped company management, and ran investor meetings for the years most profitable transaction, the private placement of a mid-sized regional bankSupported investment banking transactions including analysis and production of investment memoranda and presentationsBuilt and managed editorial team, taking final responsibility for all company communications in addition to equity researchVice President, International Equity Sales, New York, NY, 2006 to 2007Established relationships with and marketed to institutional investors in New York, London, and Continental EuropeOffered insights on the interplay of geopolitics, economics, local market conditions, and fundamentals in an EM environmentTHE BANK OF NEW YORK, New York, NY, 2003 to 2005Consultant, BNY Global Marketing, 2004 to 2005Invited to join Global Marketing team to work on bank-wide rebranding initiative, including strategy and creation of new collateral system, internal and external C-level communications, presentations, press releases and digital content (website)Replaced outside agency for content development and reduced communications expenditures by more than $150kConsultant, Marketing, BNY Asset Management, Institutional Marketing, 2003 to 2004Conveyed key benefits of investment products and process across asset classes to institutional and HNW clientsWorked with C-level executives and portfolio managers to define new business strategy, presentation content and deliveryRendered emergency assistance for launch of registered fund of funds product, creating new brochure content with 24-hour turnaround after original content had failed to receive NASD approval for six months. New content was approved without changesProduced high impact brochures, presentations, white papers, market and portfolio commentaries, and other collateral materialsJPMORGAN ASSET MANAGEMENT, New York, NY, 2000 to 2002Vice President, Institutional Marketing/Product Support, International & Emerging Markets EquityDeveloped marketing strategies for non-US equity and fixed income products with assets exceeding $50 billionConveyed key elements of non-US investment strategies to institutional investor and consultant audiencePartnered with portfolio managers to define messaging, articulate investment process, and market to institutional clientsTrained RFP writers and maintained responsibility for final RFP approval for all international and EM productsParticipated in strategic planning for new equity product launch and conducted competitive analysis and product line rationalizationLiaised with investment consultants and maintained responsibility for consultant questionnairesCreated, developed, and executed marketing communications strategies for 12 institutional products, authored all collateral, and wrote portfolio commentaries based on attribution reports. Reviewed performance reporting for GIPS compliance.MERRILL LYNCH ASSET MANAGEMENT, Plainfield, New Jersey, 1999 to 2000Consultant/Marketing CommunicationsAuthored Merrill Lynch and You newsletter for distribution to over 5 million retail clientsWrote and supervised production of Merrill Lynch brochure on college investing plansDeveloped marketing materials and Web content in support of retail investment productsPublished investment articles on ThirdAge.com, a site targeting the 50+ age bracketProduced educational materials on mutual fund investing and retirement planningEDUCATIONPURDUE UNIVERSITY, KRANNERT GRADUATE SCHOOL OF MANAGEMENTMaster of Science in Management; Concentrations in Finance and MarketingUNIVERSITY OF ILLINOISGraduate Program in Russian History and Area StudiesPURDUE UNIVERSITYBachelor of Arts in Russian and Political ScienceADDITIONAL SKILLS & PUBLICATIONSCertifications: Chartered Financial Analyst (CFA)Licenses: Series 7, 63 (inactive)Professional Affiliations: Chartered Financial Analyst Institute, New York Society of Securities Analysts (NYSSA),UK Society of Investment Professionals, New York Financial Writers Association, Financial Writers SocietyLanguages: Advanced Russian, Basic Spanish (reading knowledge)Publications: Forbes Advisor, Business Insider, Inc Magazine, Pensions & Investments, Investopedia, Robb Report, Yahoo Lifestyle, Think Advisor, Luxury Magazine, Polo+10, Hurlingham Magazine, Equestrian Living Magazine (editor at large)Portfolio Links: https://www.quartetcomm.com/the-work and https://muckrack.com/rebecca-baldridge-1