Experience

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  Bny Mellon

  • Vice President, Proposal Development

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  BNY Mellon Wealth Management

  • Boston, Massachusetts, United States

  • Vice President, Proposal Development

    • Feb 2021 - Present
    • Boston, Massachusetts, United States

    Oversee and adminster proposal database, research and write proposal content, manage a variety of proposal projects, create proposals for investment services for endowments and foundations, family offices and planned giving clients.

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  TIAA

  • Braintree, MA

  • RFP/Presentation Analyst

    • Jan 2018 - Dec 2020
    • Braintree, MA

    Prepared endowment management responses to RFPs and RFIs for endowments and foundations. Implemented and maintained content database. Established deep network of subject matter experts. Met 100% of deadlines (typically two weeks).

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  Provant Health Solutions

  • Senior Communications Specialist

    • Jan 2012 - Dec 2017

    Produced communications materials for participants, clients, and internal audiences. These materials included newsletters, white papers, case studies, brochures, and more. Worked with management at every level of the organization to identify and meet communication needs. Managed responses to request for proposals (RFPs) and requests for information (RFI). Administered a proposal content database.

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  Blue Cross & Blue Shield of Rhode Island

  • Senior Copywriter

    • Apr 2005 - Dec 2011

    Wrote proposals and member content. Developed and maintained a corporate intranet. Wrote and edited explanations of benefits that met HIPAA and other federal compliance requirements. Wrote articles for Choices, an award-winning company magazine.