Experience

RWA Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Deputy Director of Content and Communications

  • Nov 2023 - Present

  Newton, Massachusetts, United States

• Deputy Director of Content and Communications

  • Sep 2021 - Nov 2023

  Newton, Massachusetts, United States

• Executive Editor

  • Aug 2020 - Sep 2021

  As Executive Editor, I'm responsible for maintaining the highest quality standards and managing deadlines across all digital and printed content, from letters, to special reports, to invitations, to infographics, to video clips and beyond. If it represents our firm to clients or leads, it requires my input or oversight. With one direct report and project management responsibility over others on the team, management skills and the ability to effectively collaborate with multiple colleagues and… Show more As Executive Editor, I'm responsible for maintaining the highest quality standards and managing deadlines across all digital and printed content, from letters, to special reports, to invitations, to infographics, to video clips and beyond. If it represents our firm to clients or leads, it requires my input or oversight. With one direct report and project management responsibility over others on the team, management skills and the ability to effectively collaborate with multiple colleagues and departments are daily requirements. This highly accountable leadership role requires creative thinking alongside rigid adherence to the utmost standards of execution.

• Senior Editor

  • Nov 2012 - Aug 2020

  Newton, MA In this role, I am responsible for editing, writing or reviewing all digital and printed content. The list includes our weekly, bi-weekly, monthly and quarterly updates to clients and leads; segmented or all-client letters; special reports/white papers; brochures; strategy fact sheets; invitations; infographics; our website's content; video clips and beyond. Any piece that will be used to represent the firm to clients or leads typically has my input and approval. I have one direct report and… Show more In this role, I am responsible for editing, writing or reviewing all digital and printed content. The list includes our weekly, bi-weekly, monthly and quarterly updates to clients and leads; segmented or all-client letters; special reports/white papers; brochures; strategy fact sheets; invitations; infographics; our website's content; video clips and beyond. Any piece that will be used to represent the firm to clients or leads typically has my input and approval. I have one direct report and project management/indirect supervision responsibility over several colleagues, meaning I am actively collaborating with a wide range of professionals across the firm, from the executive level to new hires, as well as with in-house and contract designers. I also work closely with our compliance officer to keep content aligned with our firm's determined best practices and with the marketing team on content strategy and execution for ongoing and new campaigns.

• Senior Research Analyst

  • Oct 2011 - Aug 2018

  Newton, MA I am responsible for researching funds and managers, supporting the firm’s strategists on the senior investment committee with in-depth research and recommendations, educating other departments on our strategies and topics of relevance, and partnering with the client-facing team to satisfactorily resolve a wide range of client requests.

• Senior Analyst

  • Sep 2005 - Oct 2011

  Brooklyn, NY

• Research Assistant

  • Sep 2001 - Sep 2005



The Independent Adviser for Vanguard Investors

• Assistant Editor

  • Sep 2001 - Nov 2022

  Edit the monthly newsletter and annual Independent Guide to the Vanguard Funds.



City Year San Antonio

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Corps Member

  • Aug 1997 - Jun 1998

  San Antonio, Texas Area I was a member of the Environmental team for the 1997–1998 "year." My team worked with a second-grade class to grow crops in a community garden, spent a couple of days a week doing park maintenance and giving guided trail tours for school groups at Friedrich Wilderness Park, and developed environmental themed in-class curriculum that we presented at schools around the city. We ran a spring vacation camp at an elementary school; I was camp director, responsible for creating a schedule of… Show more I was a member of the Environmental team for the 1997–1998 "year." My team worked with a second-grade class to grow crops in a community garden, spent a couple of days a week doing park maintenance and giving guided trail tours for school groups at Friedrich Wilderness Park, and developed environmental themed in-class curriculum that we presented at schools around the city. We ran a spring vacation camp at an elementary school; I was camp director, responsible for creating a schedule of each day's activities, grouping students and counselors, managing staff to make sure we had full coverage and acting as liaison with the school. During my tenure, I was trained as a peer mediator and became a Bexar County Master Gardener. I was selected by City Year San Antonio leadership to give the valedictory address at our graduation ceremony. Show less