About Me
I am a highly versatile writer with experience across a host of industries and subject areas, including economics and finance, corporate governance, entrepreneurship/family owned businesses, higher education, corporate/employee communications and more.
I offer specialized experience in the financial services, banking and SaaS industries, with an emphasis on anti-money laundering and regulatory compliance.
My experience includes work as both a senior level communications and compliance practitioner. I know how to appeal to an organization's target audiences (short, sweet and honest is a good start). And I know how to speak with regulators.
I have strong technical writing skills, too. I've reviewed and edited stress test, risk assessment and SOC (Service Organization Controls) documentation for a large cooperatively owned bank, which operates as a Government Sponsored Enterprise.
Some of my key engagements include:
- One of country's largest agricultural and rural infrastructure lenders, which operates as part of the Farm Credit System
- Daniels College of Business / University of Denver – the 8th oldest business college in the U.S.
- Bulkley Capital – an investment banking firm focused on middle market and family owned businesses
- Wealthpoint – a business advisory firm serving entrepreneurs and affluent family groups
And the professional designations I earned along the way – plus more than 20 years in the corporate world domestically and overseas – support my knowledge and versatility:
- FINRA Series 7 and 63 general securities licenses
- Certified Anti-Money Laundering Specialist (CAMS), the most widely recognized AML certification
- Accreditation in Public Relations (APR) from the Public Relations Society of America
“Writing, to me, is simply thinking through my fingers.”
Isaac Asimov