TECHNICAL AND OTHER FINANCIAL WRITING

HNW.  New York, New York.  2005 to present           

• 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.

Morgan Stanley/Carlson Marketing. New York, New York/Minneapolis, Minneapolis.

• January 2004. Worked seven days on a Morgan Stanley 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             edit their work that appears in firm’s monthly newsletter.

Covey Leadership Center. Provo, Utah.1996-1998.

            • “Covey Leadership Week.” Two multi-page brochures and a letter.

           • “Building Trust.” 90-minute audio script.

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.