Experience

Work History

Commonwealth Financial Network
Associate Director, External Communications
Associate Content Director
Associate Creative Director
2009–2023

  • Partner with Creative Director to lead in-house agency, including creating strategy and developing brand-differentiating positioning to advance corporate goals.

  • Conceptualize, write copy, and execute cross-channel campaigns, including print, digital, and radio ads; direct mail (3D and flat); customized brochures; thought leadership articles; video; website content; and social media.

  • Effectively present creative concepts and copy to executive leadership and internal stakeholders.

  • Align strategy and content for corporate web site and blog.

  • Manage and mentor small team of copywriters and editors.

  • Motivate and provide constructive guidance to design team.

  • Proven track record for increasing unaided brand awareness (top 3 ranking in channel) and generating new business leads.

Fidelity Investments
Senior Communications Manager
2005–2009

  • Led and executed strategic and tactical integrated internal communications and engagement programs for National Financial, Fidelity’s clearing business.

  • Wrote executive communications, including business to business, presentations, and video scripts.

  • Fostered strong relationships with internal partners.

  • Developed strategy and content for executive webinar series.

  • Served as managing editor of digital newsletter with highest click-through and open rates on internal site.

Bank of America
Strategic Communications Manager
2002–2004

  • Developed strategy and wrote executive and employee communications for Global Wealth and Investment Management business unit.

  • Led Private Bank communications for Bank of America-FleetBoston Financial merger and transition.

  • Concepted and wrote wealth services newsletter; increased readership by 85%.

Beth Israel Deaconess Medical Center
Senior Writer
1999–2002

  • Served as managing editor for biweekly print publication. Concepted, wrote, and edited stories; guided design; managed print production and distribution process.

  • Reimagined three existing publications to create single integrated publication for staff and patients. Increased total readership by 40 percent.

  • Strategized and executed comprehensive communications campaigns to medical center’s mission, philosophy, and patient care and research expertise.

Lehman Brothers
Financial Communications Manager, Investor Relations Manager
1993–1999

  • Managed investor relations and SEC reporting for 120 public and private real estate limited partnership investments syndicated by Lehman Brothers, Inc.

  • Wrote annual and quarterly investor and SEC reports and supervised call center.

  • Acted as primary liaison between asset managers, public accounting firms, attorneys, and investors.

Education

Northeastern University
Master of Arts (M.A.), Political Science
Boston, MA

Tufts University
Bachelor of Arts (B.A.), International Relations and History
Medford, MA

Awards

In-House Agency Forum (IHAF) Award, 2017
”Not Your Average Annual Report”
Corporate communications/Annual reports category.
Creative direction and copywriting.

Midas Award, 2014
”Declare Your Independence”
Direct mail/Collateral category.
Creative direction and copywriting.

Midas Award, 2013
”Cut the Wire”
Direct mail/Collateral category.
Creative direction and copywriting.

Skills

Skills

  • Corporate communications

  • Copywriting

  • Creative strategy

  • Brand development

  • Conceptual thinking

  • Content creation

  • Relationship building

  • Leadership

  • Social media

Processes

  • Contentful

  • Agile

  • Workfront