Stock Analyst and Strategist
Self-employed, Ocala, FL, May 2023 to present
· Manage my own portfolio of 10 to 15 stocks; daily process includes:
o Consult several sources to keep up with dividends, earnings, IPOs, market movers, relevant news, and upgrades
o Use Google Finance and other sources to analyze equities I’m interested in and to strategize entry points, positions, prices, and exit plans
o Place trades during pre-market, market, and/or post-market hours
· Yes, this is lots of work! I’m looking forward to putting everything back into ETFs :)
UX Writer and Strategist
TIAA (financial services), Tampa Bay Area, FL, Mar 2022 to Apr 2023 (contract)
· Helped write and design an award-winning (2023 CIO 100 Awards) web app that digitized the formerly manual investment lineup change process for our university clients
· Wrote marketing and UX copy for digital/web brochure redesign
· Wrote company UX QA checklist, and outlined UX style guide
· Worked with designers, developers, product owners, and testers in Agile structure using mainly Confluence, Figma, Jira, Miro, SharePoint, Teams, and Zoom
Content Writer and Editor
Dropbox (cloud storage), Tampa Bay Area, FL, Apr 2021 to Sep 2021 (contract)
· Wrote, updated, and tested help content for Dropbox’s desktop, mobile, and web apps
· Helped write new process and style guides for Dropbox Sign’s help content
· Edited and published software release notes biweekly
· Worked in Agile structure using mainly Adobe Experience Manager (AEM), Dropbox Paper, Google Sheets, Jira, Slack, Zendesk, and Zoom
Content Writer and Editor
Molina (managed care), Tampa Bay Area, FL, Jan 2021 to Mar 2021 (contract)
· Managed rolling reviews of ~500 comms for Molina’s CA, FL, and SC Medicaid plans
· Wrote Salesforce help content for Molina’s agents
· Used Word and Acrobat for docs, and SharePoint for tracking and publishing
Technical Writer and Editor
McKesson (healthcare), Tampa Bay Area, FL, Dec 2019 to May 2020 (contract)
· Wrote or rewrote ~60 processes, and compiled them into runbook (operations manual) for McKesson’s US data centers
· Used Word and Acrobat for docs, and SharePoint for tracking and publishing
Technical Writer and Editor
Raytheon (defense), Tampa Bay Area, FL, Sep 2016 to Mar 2019 (contract)
· Rewrote ~150 policies and procedures for Raytheon’s Policy Simplification Initiative; followed rigorous quality process and met (or exceeded) Flesch-Kincaid metrics goals
· Worked with Missile, Missile Defense, and Space businesses, plus Contracts, Finance, Global Security, and Global Supply Chain corporate functions
· Used Word and Acrobat for docs, Excel for tracking, and SharePoint for publishing
Content Manager and Technical Writer/Editor
FIS (fintech), Cloud Services, Jacksonville, FL, Aug 2014 to Jun 2016
· For each new client, produced customized connection guide (using MadCap Flare) and infrastructure diagram (using Visio), then updated guides and diagrams as needed
· Each month, produced employee newsletter (called Cloud Cover), and updated style and tech standards guides
· Produced comms and content as needed; larger projects included:
o Information security (and cybersecurity) documentation suite update
o Knowledge and training content for two major change management projects: company acquisition and IT service management redesign
o Software development documentation suite (SDK with API scripts) to help our engineers install, test, deploy, and maintain our IaaS-SaaS financial software
· Designed and managed Confluence, Flare, and SharePoint sites, and Outlook templates
Content Manager and Technical Writer/Editor
Bank of New York Mellon, Broker-Dealer Services, Orlando, FL, Oct 2012 to Jan 2014
· Produced and published internal comms, technical comms, style guide, and templates
· Worked with leadership to develop editorial calendar, escalation plan, internal comms strategy, and QA process
· Worked with content owners, Compliance, Legal, Risk, and the US Federal Reserve (via Legal) to update policies and procedures on rolling schedule, per US regulations
· Designed and managed SharePoint sites and XML forms
Content Manager and Writer
Wells Fargo & Company, Charlotte, NC, May 2010 to Jan 2011 (contract)
· Wrote and updated retail, legal, and help content/copy for wachovia.com, related microsites, customer comms, and merger comms
· Provided content strategy using Adobe SiteCatalyst and Google Trends
· Provided urgent turnarounds as needed, such as publishing updated interest rates within regulatory time frames
· Managed review phases with stakeholders, Dev team, and QA team
Note: In Jan 2011, wachovia.com had ~4K pages and ~2M daily visits