Banner Image

Skills

  • Financial Markets
  • Fixed Income
  • Investment Management
  • Newsletters
  • User Manuals
  • Writing
  • Excel
  • Press Releases
  • Training
  • Analytics
  • Blog Posts
  • Budgeting
  • Business Consulting
  • Business Plan Writing
  • Business Planning

Sign up or Log in to see more.

Services

  • Financial Writing and Editing

    $30/hr Starting at $30 Ongoing

    Dedicated Resource

    I have extensive writing editing experience from 20+ years in the investment world and as a professor of finance. I have authored and edited all types of content, including educational articles for websites...

    Blog PostsBusiness Plan WritingEditingFinancial MarketsFinancial Services
  • Speeches

    $40/hr Starting at $40 Ongoing

    Dedicated Resource

    My writing combines in-depth knowledge gained over 20 years in the investment world with my commitment to making difficult concepts understandable to people at various levels, from the experienced professional...

    DerivativesExcelFinancial MarketsFixed IncomeInvestment Management
  • Web Content

    $30/hr Starting at $30 Ongoing

    Dedicated Resource

    My writing combines in-depth knowledge gained over 20 years in the investment world with my commitment to making difficult concepts understandable to people at various levels, from the experienced professional...

    ExcelFinancial MarketsFixed IncomeInvestment ManagementNewsletters
  • Excel spreadsheet builder

    $25/hr Starting at $25 Ongoing

    Dedicated Resource

    I will build a customized Excel spreadsheet to fit your needs, including formulas for historical financial analyses, budgeting & forecasts, useful statistics and graphs. I can help you take your small...

    AnalyticsBudgetingBusiness ConsultingBusiness PlanningCorporate Finance

About

Dedicated to clear, compelling writing, I specialize in writing content about financial markets, investing and financial literacy, tailored to any audience, from sophisticated to novice.

I have 20+ years of experience in the field of investment management, focused on analytics, quantitative investment research and financial writing. I enjoy doing research and writing on investment topics that cover various asset classes (fixed income, equities, derivatives). Working with leading fixed income and multi-asset class investment analytics software vendors has given me hands-on knowledge of the "software development lifecycle" . I was a lecturer & Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years, and adjunct professor of Finance in the Mt. St. Mary's University MBA program. My background allows me to offer both real-world applications of investment concepts and academic theories of financial markets. I am honored by the many compliments I have received about my writing, teaching and public speaking skills, and ability to make complicated topics understandable at a variety of levels, from the investment novice to sophisticated members of the investment management industry.

Work Terms

Flexible work hours. I communicate via e-mail, Skype/FaceTime, Webex/GoToMeeting and/or by phone.