Experience

RIXML.org

• United States
• Financial Services
• 1 - 100 Employee

• Executive Director

  • Jun 2021 - Present

  RIXML.org is a consortium of buy-side financial services firms, sell-side financial services firms, and vendors who provide products and services for distributing investment research and capturing investment interactions. RIXML.org is committed to the development and implementation of the first open standard for the tagging and delivery of investment research and the first open standard for recording interactions as required by the EU’s MiFID II regulations. The members of RIXML.org have developed the RIXML Standards Suite, a collection of XML definitions that address the needs of firms involved in the investment research process. Show less



Perfect Tense, LLC

• Owner

  • Apr 2018 - Present

  Creating clear, impactful marketing materials, training manuals, procedure guides, project plans, and website content for industry associations, nonprofits, entrepreneurs, and small companies. and Providing strategic advice on understanding and implementing the RIXML Standards Suite. Creating clear, impactful marketing materials, training manuals, procedure guides, project plans, and website content for industry associations, nonprofits, entrepreneurs, and small companies. and Providing strategic advice on understanding and implementing the RIXML Standards Suite.



Self Employed

• Real Estate
• 1 - 100 Employee

• Independent Consultant

  • 2008 - Present

  Provide a variety of services, including website content creation revision, documentation, and marketing materials. Provide a variety of services, including website content creation revision, documentation, and marketing materials.


Fidelity Investments
• United States
• Financial Services
• 700 & Above Employee
• Content Integration Specialist

  • 2006 - 2008


Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Senior Market Data Analyst

  • 2004 - 2006

• Assistant Vice President, Content Analyst

  • 2000 - 2004

• Assistant Vice President, Global Research Librarian

  • 1997 - 2000

• Municipal Bond Librarian

  • 1995 - 1997