Experience
Montieth & Company, New York, NYJune 2019 – Present
Senior Associate
Draft and edit high-impact content, including press releases, social copy, by-lined articles, briefing materials, talking points and blog posts
Build media strategies and secure national and international broadcast and print placements for clients
Work with key client representatives to refine messaging, provide media training and interview feedback as necessary
Clients: Fixed income asset managers, major emerging market airline, Latin American med-tech provider
Investopedia, New York, NYFebruary 2018 – June 2019
Senior Editor, Custom Content
Pre-sale: Developed ideas for Investopedia custom content programs
Wrote content briefs and assisted in developing decks for new business pitches
Partnered with development and design teams on custom and scalable content ideas and pitches
Collaborated with research, data science and editorial teams to develop new sponsored content programs and package existing content for sponsorship
Met with clients to pitch new ideas, host brainstorms and deliver educational presentations
Post-sale: Worked with project management to execute on all sold custom content programs
Assigned and/or wrote and edited all sold editorial campaigns
Coordinated with client, video production and design teams to write program copy, scripts and interview questions. When appropriate, served as on- or off-camera interviewer.
Analyzed content performance and provide actionable reporting and optimization recommendations
Managed 2 full-time associates and freelance team responsible for Investopedia’s Advisor Insights platform
Assisted Investopedia editorial team with ad hoc content projects as needed
Clients: Discover, Bank of America, Vanguard, Charles Schwab, JP Morgan, BlackRock, QuickBooks, Citadel
AllianceBernstein, New York, NY May 2016 – February 2018
Senior RFP Writer, Bernstein Private Wealth Management
Lead response to all U.S. private client RFPs, sales questionnaires and new business pitches
Conducted prospect segmentation initiative to identify key success metrics; increased RFP wins by 35%
Write and edit marketing materials, white papers and blog posts
Analyzed competitor strategy and industry to continuously improve responses
Taught classes of up to 20 new FAs and presented to regional offices on RFP best practices
Audited and updated all existing content. Revised taxonomy and evaluation/revision process
Worked with internal and external developers to implement Salesforce tracking system
Awards and Recognition: Promoted to Associate Officer 8/2017; Recipient AB Above and Beyond Award 6/2017
Prudential Fixed Income, Newark, NJ May 2015 – April 2016
Research and Proposal Associate
Developed custom responses and refreshed standard RFP content based on discussions with subject matter experts, operations, compliance, legal and marketing teams
Wrote and edited key marketing materials, including white papers; quarterly portfolio and fund updates; and market outlooks, as well as attribution commentary for sample portfolios
Assisted with ad hoc, monthly, and quarterly updates of portfolio, strategy and firm data
Lumentus Strategic Communications, New York, NY October 2013 – May 2015
Managing Editor
Ideated, wrote/assigned and edited business and client content (social posts, case studies, native articles, white papers, blogs, press releases, etc.)
Recruited, trained and managed team of two local associates and more than 30 regional student ambassadors
Helped to start 501(c)(3) organization for agency client and grew to 25 campuses across US
Developed content strategy, hired and managed freelance writers, and wrote/edited feature articles
Managed and grew relationships with key strategic partners in 7 states and Washington DC
Clients: Hobby Lobby, Premier Research, MetLife, Weill Cornell
Education
Elon University – Elon, NC May 2013
B.A. in English with dual majors in Writing and Literature | Cumulative GPA: 3.5
Editor, Visions Magazine; Poetry editor, Colonnades Literary Magazine
Founder/Executive Council, Delta Upsilon Fraternity, Elon Chapter
Skills & Interests
Interests: Traveling, Running, Cooking
Skills: WordPress, Drupal and Atlas CMS; Microsoft Word (Proficient); Microsoft Excel (Proficient – Pivot Tables, VLookups, etc.); Microsoft PowerPoint (Proficient); Parse.ly/Google Analytics
Volunteering: Social Chair, New York City Elon Alumni Board; Youth Inc. Young Professionals Board
