Bio
Credentials
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Pragmatic Marketing Certified Professional
Pragmatic Marketing
Experience
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Moody's Analytics
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San Francisco
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Associate Director - Solutions Marketing
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2014 - 2017
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San Francisco
Associate Director of Solutions Marketing for loan origination and risk management solutions at one of the world's most respected financial services firms. In my role I managed global marketing strategy and tactics for a portfolio of products that generated upwards of $100 million in annual r...
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Advent Software, Inc.
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San Francisco, CA
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Senior Manager, Content & Collateral
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Jun 2007 - Jun 2014
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San Francisco, CA
Responsible for overall content marketing strategy and creation of thought leadership collateral—white papers, industry surveys, blog posts, sales materials—as well as lead-generating, multi-channel campaigns for public enterprise software company with global operations—over 4,500 investment mana...
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Principal
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Sep 1992 - Jun 2007
Principal of boutique marcom agency serving financial services and high-tech companies with sales and marketing collateral, website content, shareholder communications, advertising and direct marketing. Managed two full-time employees and a team of free-lance writers and designers. Key clients included Union Bank of California, Wells Fargo, Charles Schwab, American Century Funds, Citigroup, W.R. Hambrecht, Symantec.
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Principal
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Sep 1992 - Jun 2007
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Research Magazine
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San Francisco, CA
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Senior Analyst
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1986 - 1992
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San Francisco, CA
Investment writer for monthly trade magazine read by 60,000 stockbrokers and money managers. Researched and wrote in-depth investment profiles on 150+ publicly held companies, ranging from Fortune 500 leaders to development-stage start-ups. Position involved extensive domestic travel and C-level ...
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Education
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Beloit College
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University of California, Berkeley
Suggested Services
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References
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