About Me

Expertise

I am a communications professional with 30+ years of writing, editing and communications strategy experience. I have worked in the corporate, agency and non-for-profit worlds, and have led large publishing operations at multinational corporations.

My particular expertise and focus are on plain English – making the complex simple and speaking to users in human language.

Personal

Married with one child. Play guitar, banjo, mandolin and piano in a variety of musical genres and settings. Former distance runner (completed nine full marathons) who now enjoys camping, kayaking, wilderness canoeing, surfing, skiing and yoga.

 
 

Resume

Download my resume

Experience 

Blue Egg Strategy | 2016–present 

San Francisco, CA and New York, NY
Strategist
Blue Egg uses information design and plain language to help organizations tell their stories clearly and concisely, improve interactions and enhance the user experience. Clients include agencies as well as insurance and healthcare companies. 

Spring Studio, a BBVA Company | 2014–2016

San Francisco, CA
Director of Research and Strategy
Spring Studio is a boutique research, strategy and UX design firm serving clients ranging from Fortune 50 financial companies to startups. Spring was acquired by BBVA in April 2015.

  • Developed, managed and grew relationships with key clients.
  • Consulted on content strategy and simplified experience with selected clients.
  • Led in-house research team.
  • Defined, evolved and promoted Spring’s strategy and research offers.
  • Led new business pitches and developed proposals.

Addison Design Company | 2001–2014

New York, NY
Director, Simplified Experience
Simplified Experience clarifies complex communications, interactions and experiences for organizations in financial services, insurance, health care and education.

  • Developed innovative approaches to communicate complex information clearly, enhance customer experience, streamline processes and cut costs. Concentration on communications architectures, user touchpoints, financial reporting and financial advisor tools.
  • Developed, managed and grew relationships with such clients as Merrill Lynch, Wells Fargo, Aetna, T. Rowe Price, Schwab, Morgan Stanley, Liberty Mutual and other top-tier firms.
  • Significant not-for-profit/education work for National Academy Foundation, Graduate Management Admissions Council and NYC Department of Education. 
  • Drove marketing and thought-leadership efforts for the practice.
  • Writer and speaker on simplified communications and customer experience design.

OppenheimerFunds, Inc. | 1999–2001

New York, NY
Director of Marketing Communications
Led a 40-person group of account executives, writers, designers, proofreaders and print buyers. Responsible for $22 million budget and 2,000 pieces of sales literature/shareholder communications created annually.

  • Resolved longstanding department personnel issues.
  • Used existing resources to create professional inventory management program, addressing chronic scrap and backorder problem.

Deloitte & Touche LLP | 1988–1999

New York, NY
Director of Marketing Communications, Tri-State Region, 1998–99
Led a team of 30 marketing professionals, writers and graphic designers supporting the internal and external communications needs of Deloitte’s Tri-State region.

  • Oversaw the development and execution of creative strategies to help Tri-State partners pursue new business opportunities and communicate effectively.
  • Developed integrated communications strategies for key business units.

Manager, Tri-State Proposals and Sales Support Group, 1996–1999
Led a team of 15+ senior writers, graphic designers and production professionals in developing and executing targeted sales strategies for major audit, tax and consulting opportunities.

  • Developed highly customized written proposals and other documents as well as story lines and support materials for oral presentations.
  • Raised the profile of the group and significantly expanded the scope of its involvement in sales opportunities.

Proposal Consultant, Tri-State Group, 1994–1996
Worked directly with senior partners to plan, write and oversee production and delivery of proposals for Tri-State office target clients.

  • Wrote 160+ proposals that supported the acquisition of more than $20 million in new business in an 18-month period.
  • Created pitch materials and coached practitioners for presentations to prospective clients.

Communications Specialist, International Operations Group, 1988 –1994

  • Senior writer responsible for producing marketing, sales and awareness-building materials for the international firm. Audiences included established clients, prospective clients and the marketplace.
  • Led a multinational team that created and successfully implemented new global visual identity standards for the firm following the Deloitte Haskins & Sells/Touche Ross merger.
  • Developed and executed the global firm's internal communications program, including Today newsletter and DTTI News, a publication for all 56,000 staff worldwide, as well as a broad range of other internal and external communications.

British-American Chamber of Commerce | 1984-1988

New York, NY
Publications Manager
Researched, wrote and produced all publications for non-profit trade organization with 500+ member companies representing leading British and American firms.

  • Established new cost-effective publications program that reached 20,000 executives in the United Kingdom and United States.
  • Produced monthly British-American Trade News; served as contributing editor of quarterly UK&USA magazine.
  • Conceived, researched, designed and produced the Directory of U.S. Subsidiaries of British Companies. Income from first edition allowed revamping and expansion of formerly money-losing publications program.

Education

Columbia University School of International Affairs

New York, NY
MA, Western European Studies

Columbia College of Columbia University

New York, NY
BA, German Language and Literature

Teaching House

New York, NY
CELTA certification to teach English as a second language (ESL)

Italingua

San Francisco, CA
Ongoing studies in Italian