SUMMARY:

• Technical Writing Policies & Procedures Presentations Corporate
• CommunicationsHighly accomplished Financial Services writer.
• Collaborated with Wall Street Journal Editors for over 5 years developing state of the art editorial and production network.
• Experience specific to Investment Banking, Retail Banking, and Wealth Management, with combined Corporate Communications and Information Technology experience.
• Conform to Department of Justice and Office of the Comptroller of Currency regulations, working closely with legal and lines of business to ensure timely compliance.
• Extensive knowledge of Information Mapping, Technical Writing, Policies & Procedures, Business Requirements Documentation, Software Development Lifecycle, and Use Case Analysis.
• Possess significant experience working with C - Level executives, business leaders and development teams. Strengths lie in analyzing complex concepts and creating comprehensible conclusions.
• Expertise in providing well-written documents and presentations, including: copy writing, scripting, development of appropriate diagrams, charts, and animations. Talent for managing cross-functional teams and developing shared resources to help communicate critical information throughout the organization.

CORE COMPETENCIES:

• Interviews
• Research
• Technical Writing
• Business Requirements
• Scriptwriting
• Copy Writing
• Letters
• Branding
• Resumes
• Graphic Design
• PowerPoint
• Information Mapping
• Animation
• Charts/Graphs

TECHNOLOGY:

Software: Microsoft Office, Word, PowerPoint, Excel, AND SHAREPOINT, Project; Adobe Photoshop, Illustrator, InDesign, Acrobat, Dreamweaver

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Legacy Asset Services (Consultant)

Responsibilities:

• Develop and maintain over 300 procedures used throughout the organization.
• Publish using a tightly integrated, multi-tiered digital publishing system (a no-print environment), with over 10,000 procedures under management.
• Ensure that all projects conform to Consistency Guide and Information Mapping requirements.
• Meet the requirements of comprehensive, ongoing audits by the Department of Justice and the Office of the Comptroller of Currency.
• Manage major efforts to update & convert procedures for a newly branded group, Centralized Property Preservation.
• Participate on the team developing the Deed in Lieu expansion project for Attorney Network Firm Management.
• Develop new approach to scripting for Customer Care Associates, consolidating over 200 call scenarios for closing and escalating calls into one, easy-to-navigate procedure guide.
• Create and develop “SME TRAK ” a tool for all developers, enabling efficient identification and tracking of Subject Matter Experts (SMEs) for each Line of Business.
• Create and develop PowerPoint presentations to help new developers quickly get over the learning curve.

Confidential, New York, NY

Operations Technology (Consultant)

Responsibilities:

• Participated in a major initiative to introduce a new approach to data strategy, incorporating Big Data, Cloud Computing, and Virtual Data Warehousing.
• Worked with management to develop a broad plan to communicate goals, values, and strategies.
• Created the Confidential Technology overview presentation, which included on-boarding resources, company value statements, corporate history, analysis of current back office technology, and future goals.
• Planned and managed Team Meetings for the Data and Shared Processes group.
• Developed and managed SharePoint sites. Site resources included dynamic messaging, blogs, event calendars, status reports, contact information, presentations, and documentation repository.
• Conducted a Front-to-Back Analysis of Cash Equities Trading Systems Architecture and developed an extensive touch-points map.
• Developed presentations, project plans and gap analysis for the new Margins Operations Netting Engine Technology (MONET).
• Created and maintained weekly status and budget reports for the Data and Share Processes Book of Work.

Confidential, Charlotte, NC

Global Wealth Management (Consultant)

Responsibilities:

• Developed Move Money initiative architectural flows bridging Brokerage and Confidential Accounts for software architects and developers.
• Assisted systems software architects with the Confidential Fraud and Risk analysis for GWM combined client accounts.
• Created extensive documentation for the GWM Relationship Pricing-based, Tiered Commissions initiative.
• Analysis of Common Business Services ( Confidential ) Architecture for brokerage and banking systems software architects and developers.
• Developed Call Center Provisioning BPM & wrote APIs for over 90 use cases.
• Analysis of ATM/ML Debit Card architectural reconfiguration for Brokerage and Confidential integration.
• Created extensive documentation for Leads & Referrals Business Process Framework/ Business Process Management (BPF/BPM).

Confidential, New York, NY

Responsibilities:

• Created and produced Confidential User Guides and supplemental training aids and materials.
• Provided communications support for the Confidential Management initiative.
• Developed communications products for The Scholarship Builder program, including web site development, and press kit production, in conjunction with the National Urban League and Confidential ’s Philanthropic Group.
• Conceived, wrote and produced broadcast-quality videos for Confidential Corporate Communications acknowledging outstanding financial reporters.
• Produced Y2K Communications support products for Confidential branch office consultants and administrators.