Other Financial and Technical Writing
HNW. New York, New York. 2005-Present
Northern Trust: Article on corporate entities. April 2012.
Northern Trust: Article on FATCA. October 2011.
Northern Trust: Article on NQCTs. August 2011.
Northern Trust: Article on educating the next generation. August 2011.
Northern Trust: Article on maximizing gift/estate tax exemption. April 2011.
Northern Trust: Article on applicable exclusion amount portability. February 2011.
Northern Trust: Article on step-up in basis. February 2011.
Northern Trust: Article on structured settlements. November 2010.
Northern Trust: Article on Roth IRA conversions. May 2010.
Northern Trust: Article on sources of capital/bank lending. May 2010.
Northern Trust: Article on CLATS. August 2010.
Northern Trust: Article on guardianship. August 2010.
HSBC: Article on mortgage lending. July 2010.
Wilmington Trust: Article on international travel.
Wells Fargo: Article on closely held businesses.
Wells Fargo: Article on retirement planning.
LaSalle Bank: Article on prenuptial agreements.
Wells Fargo: Article on retirement planning.
Smith Barney: Short article on borrowing options.
Wilmington Trust: Cover story on retirement planning.
Wells Fargo: Article on the alternative minimum tax.
The Phoenix Companies. Hartford, Connecticut. By-Line Articles. 2007-2009.
“Balancing Act.” Advisor Today. October 2009.
“Flexibility in the Face of Uncertainty.” National Underwriter. February 2, 2009.
“Asset Allocation Plus Guaranteed Minimum Withdrawals Equals a Safe and Secure Retirement.” June 2008.
“Avoid Commoditization: Become a Risk Manager.” On Wall Street. July 1, 2008.
“Risky Conversations.” Broker World. September 2007.
Key Bank online publication on college financial aid. 2007-2008.
“Sooner Rather Than Later.” March 2008.
“Send Your Rebate to School.” March 2008.
“Student Loan Smarts.” March 2007.
Morgan Stanley/Carlson Marketing. New York, New York/Minneapolis, Minneapolis.
January 2004. Worked seven days on a Morgan Stanley conference magazine at Indian Wells, California.
April 2003. Worked with three other writers/editors over five days to produce a magazine for Morgan Stanley that reported on Horizons, a conference for many of its top financial advisors at The Broadmore, Colorado resort.
Private Wealth Management. Phoenix, Arizona. October 2003-Present.
Gave writing lessons to firm members via e-mail and telephone and edited their work that appeared in firm’s monthly newsletter.
WriteExpress Corporation. Orem, Utah. 1995-1996.
Wrote database of letters for WriteExpress Interactive Business Letters software.
Professional Presentations. Pleasant Grove, Utah. 1995.
Wrote 33-page policies and procedures manual and a four-page brochure for Health Connections, a multi-level marketing company.