3 Washington Sq. Village, 10G
New York, NY 10012
Thirty-plus years of experience and leadership roles in communications strategy, marketing writing, speech writing, financial writing, financial modeling, organizational development and presentation design for financial institutions, hedge funds, universities, real estate firms and law firms
Chief Writing Officer, Director of Communications, financial writer, technology writer, real estate writer, speech writer, marketing writer, organizational development consultant
Adept at interviewing senior executives, asset managers, technology professionals, quantitative modelers, scientists and anyone else who speaks English
Write in a way that makes it easy for clients, investors and employees to understand complex products, services and concepts
Can write, design and create pitch books and presentations that make transactions happen, build relationships, create value, shorten sales cycles and transform organizations
From knowledge of information theory, use language to energize organizations, reduce cognitive uncertainty and increase productivity
Knowledgeable about communications strategy; organizational development; investment strategies; quantitative modeling; derivatives; Dodd Frank; technology strategy; global market for luxury residential properties; commercial real estate; and flows of instructions, valuations and accounting entries that characterize securities trading, securities processing, collateral management and other financial services
Understand and can explain to others that every financial forecast is a probability distribution and to value a financial asset is to evaluate the probability distribution of the asset’s potential payoffs or cash flows
Excellent skills in Excel, PowerPoint, Word, Dreamweaver and Jive business‑collaboration software; basic skills in Photoshop, Illustrator and InDesign
Chairman of IBM’s response to board presentation I created for bank’s CTO, “That was the best presentation I’ve ever seen!”
Response of ultra‑high‑net‑worth individual to investment‑strategy presentation that I wrote and designed, "I'd like to put $2 million under management with you."
Accountant’s response to my book “Option Pricing: Black‑Scholes Made Easy” (Wiley) and its simulator, “Having grappled with this area for a few months, I decided I needed a little more innovative help; hence my purchase of Jerry Marlow's interactive tutorial. Two days later and I feel I could go for the next Nobel Prize myself!”
Response to ”Black‑Scholes Made Easy” of Harvard student whose first language is not English, “Your book is friendly and easy to understand. I like your writing style. You express complex ideas in easy words."
Data‑entry clerk’s response to organizational development presentation that I wrote and designed, “I never knew my job was so important. I can’t wait to get back to work!”
Convention‑audience response to speech I wrote for celebrity real‑estate agent: standing ovation.
Response of five hundred senior managers to strategy presentations I designed and produced for leader of Bankers Trust’s fiduciary, securities and trust division: cheers, tears, roars of laughter and enthusiastic embrace of leader's strategy .
Financial writer, speech writer, marketing writer, presentation specialist
New York, NY
1/1999 to present
Write speeches, write marketing materials and create pitch books and presentations for financial institutions, hedge funds, asset managers, law firms, financial‑software companies and real‑estate firms
Wrote, designed, produced and staged management‑strategy presentations, organizational development events and board of directors presentations
Wrote brochure to recruit elite college graduates to be technological bankers
For technology group that supports settlement of Citi's capital-markets trades, developed and implemented writing approach designed to make technologists successful
For college professors and PhD candidates, edit academic papers to be submitted to quantitative‑finance journals and marketing journals
Created pitch book to persuade Disney to open a hotel in the old New York Times building
Wrote speeches and created presentations for investment‑firm principals and managing directors to give at Institutional Investor and other industry conferences
Wrote “Option Pricing: Black‑Scholes Made Easy” (John Wiley & Sons); developed modeling software to accompany book
Gave seminars to forensic CPAs and divorce financial planners on options‑pricing theory and on how to value employee stock options in divorce proceedings
Developed interactive tutorial on FX options
Developed an option market simulator
Developed a retirement‑risk simulator
Wrote and designed presentations to sell derivatives‑based investment strategies to ultra‑high‑net‑worth individuals
Developed pitch book for hedge fund that trades index options
BNY Mellon Global Collateral Services
VP, Senior Writer
New York, NY
4/2013 to 10/2013
Wrote and edited white papers, presentations and marketing brochures that explained the bank's collateral services and the impact on asset managers of Dodd Frank and EMIR reforms.
Ironwood Global, LLC
Managing Director, Director of Communications
New York, NY
3/2011 to 4/2012
Ironwood was hedge fund that sought to buy 33,000 FHA‑insured mortgages in default at steep discounts from their unpaid balances. Ironwood's intention was to offer homeowners principal reductions that would get homes above water and motivate homeowners to re perform on their mortgages
Developed communications strategy
Created pitch books and brochures to explain firm's proposal to FHA, HUD, White House, OMB, investment bankers and investors
Thunder & Lightning Productions, Inc.,
New York, NY
1/1986 to 12/1998
Ran company that produced and staged organizational‑development and management‑strategy events for major financial firms. Audiences ranged in size from 500 to 1,200 employees.
Bankers Trust (now Deutsche Bank)
AVP, Director of Promotion and Training
New York, NY
4/1981 to 1/1986
Wrote promotional brochures and produced presentations to market trust services, corporate cash‑management services, U.S. and international payment services, securities‑clearing services and international clearing services.
Managed brochures through compliance, graphic design and printing.
Wrote and produced organizational development presentations.
Managed staff, advertising budget and promotion budget.
Post‑MBA Program, Finance, NYU Stern School of Business
MBA, Marketing, NYU Stern School of Business
BA, New York University Major: Psychology, Minor: English
Microsoft Excel, PowerPoint, Word
Adobe Photoshop, Illustrator, InDesign, Director/Shockwave, Dreamweaver, Fireworks
Jive business-collaboration software
Furnished upon request.