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