Expert Details
Strategic Branding and Rebranding, Business Writing Services, Marketing Communications
ID: 722833
New York, USA
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Ms. Expert conducted a full communications audit for a major financial services firm headquartered in New York with global operations in Europe and Asia. She revamped all materials and developed marketing and editorial guidelines for clear, accurate communication.She developed sales and marketing tools for a two-state program including advisor and client Power Point presentations, print materials, advertisements, and point-of-sale posters.Ms. Expert researched and wrote a key message platform for a top-tier global law firm with 38 offices in 25 countries. She revamped the firm’s brochure for closer alignment with brand attributes.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1977 | Degree: Double Degree: B.A. and Teaching Degree | Subject: Advertising and Public Relations | Institution: Washington University |
| Year: 1998 | Degree: Certificate | Subject: Facilitative Project Management | Institution: Oppenheimer Funds |
| Year: 2005 | Degree: Certificate | Subject: Writing | Institution: UCLA |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2003 to Present | Employer: Undisclosed | Title: President | Department: |
Responsibilities:Ms. Expert's strategic marketing and writing services clients include major financial services firms (Alliance Capital), asset managers (Goldman Sachs), banks and top-tier national and global law firms, as well as publishers and consumer package goods companies. |
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| Years | Employer | Title | Department |
| Years: 2001 to 2003 | Employer: Georgeson Shareholder Communications | Title: V. P. of Marketing, Public Relations, & Creative Services | Department: Marketing |
Responsibilities:She launched a global brand targeting corporate executive and attorneys; developed a website and senior-level executive speeches and sales presentations; led a media relations effort that resulted in articles in Wall Street Journal, the New York Times, and Business Week. |
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| Years | Employer | Title | Department |
| Years: 1997 to 2001 | Employer: Oppenheimer Funds | Title: Director of Writing Services | Department: Sales and Marketing |
Responsibilities:Ms. Expert provided strategic content and editorial direction for one of the world's largest mutual fund firms, including developing a brand and visual standards manual and related website content. She managed 25 writers. |
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| Years | Employer | Title | Department |
| Years: 1996 to 1997 | Employer: Merrill Lynch | Title: Senior Editor | Department: Advertising and Publishing |
Responsibilities:She was responsible for the strategic and editorial direction of all of Merrill Lynch's client newsletters and external publications targeting high net worth and private clients, 401(k) participants, and business owners. |
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| Years | Employer | Title | Department |
| Years: 1988 to 1996 | Employer: A. G. Edwards | Title: Senior Advertising Copywriter | Department: Corporate Communications |
Responsibilities:Ms. Expert wrote and produced all national TV advertising campaigns, direct mail programs, corporate speeches, and ghost-written articles for top brokerage firm. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2004 to 2004 | Country / Region: India, Singapore | Summary: Ms. Expert did research, writing, and brand development for an independent film project. |
| Years: 1997 to 1997 | Country / Region: Japan | Summary: She conducted interviews, and did writing and a journalism project in conjunction with Japan National Tourist Organization (JNTO). |
Career Accomplishments
| Associations / Societies |
|---|
| Ms. Expert’s memberships have included those in American Marketing Association, Financial Communications Society, Legal Marketing Association, International Association of Business Communicators, and Women in Film. |
| Licenses / Certifications |
|---|
| She has a Senior-Level Project Management Certificate; and the equivalent of a Series 7 License, A.G. Edwards Operation Certification. |
| Professional Appointments |
|---|
| Ms. Expert is Senior Editor of the St. Louis Home & Garden Magazine, and an officer of the firm of Oppenheimer Funds. |
| Awards / Recognition |
|---|
| She received the IABC Silver Quill Award for Best Corporate Brochure; the Henry Hoke Award from MASA for Best Direct Mail Piece in the US; the Echo Leader Award from the Direct Marketing Association; and an award for the Best Radio Commercial from the St. Louis Repertory Theater. |
| Publications and Patents Summary |
|---|
| She is the author of six nonfiction books from Random House, Wiley, and other publishers, including a best-selling title among businesses and law firms, rated one of the top books in the marketing field by businesses and professional services firms throughout the world (please see her "Selected Publications" section). |
Additional Experience
| Training / Seminars |
|---|
| Ms. Expert taught advertising and business writing at Washington University-St. Louis. |
| Vendor Selection |
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| She has extensive experience with advertising, PR and branding agencies, as well as production companies and independent writers, designers, and web providers. |
| Marketing Experience |
|---|
| Ms. Expert launched more than a half dozen new financial or legal brands, and relaunched others to revitalize existing sales. |
Fields of Expertise
advertising, business development, direct mail, food marketing, Internet advertising, Internet commerce, Internet marketing, joint venture, marketing, marketing communications, marketing mix, public relations, service marketing, writing, business, branding, journalistic scandal, journalism, strategic branding, legal marketing, net worth, rebranding, online branding, creative strategic marketing, strategic marketing, market positioning, entrepreneurship, business strategy, Web development, marketing brand management, product positioning, distribution channel, promotion, Japanese marketing, strategic market planning, food product market survey, marketing software, food product development, consumer product marketing, European marketing, international marketing, technical marketing, food package, new product design, new product development, Internet, health care marketing, food, food product