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 Expert  722833

Expert in Strategic Branding and Rebranding, Business Writing Services, Marketing Communications

Available for your Consulting and Expert Witness Needs

New York (NY)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert's methodology for creating effective advertising programs, strategizing traditional and online marketing, and launching multi-stage business and sales initiatives has been developed over 15 years in roles that include Global Director of Communications for a top ten global law firm; Vice President of Marketing and Public Relations for the world's largest corporate advisory firm; and Creative Director for one of the world's top asset management and mutual fund companies. She understands that each client and situation is unique, and she develops customized solutions to address their complex goals and challenges. Expert has an international background having lived and worked in Europe, Asia, Latin America, and the U.S., and understands the impact of culture, tradition, and heritage on marketing endeavors in every industry.



business development


direct mail


food marketing


Internet advertising


Internet commerce


Internet marketing


joint venture




marketing communications


marketing mix


public relations


service marketing








journalistic scandal




strategic branding


legal marketing

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Bridgeport, Connecticut;  New Haven, Connecticut;  Hartford, Connecticut;  and Philadelphia, Pennsylvania.

Year   Degree   Subject   Institution   Honors
1977   Double Degree: B.A. and Teaching Degree   Advertising and Public Relations   Washington University   Writing Award
1998   Certificate   Facilitative Project Management   Oppenheimer Funds   Complex Technical Project Management
2005   Certificate   Writing   UCLA   Ongoing Coursework

Work History:
Years   Employer   Department   Title   Responsibilities

2003 to







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.

2001 to 2003


Georgeson Shareholder Communications




V. P. of Marketing, Public Relations, & Creative Services


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.

1997 to 2001


Oppenheimer Funds


Sales and Marketing


Director of Writing Services


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.

1996 to 1997


Merrill Lynch


Advertising and Publishing


Senior Editor


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.

1988 to 1996


A. G. Edwards


Corporate Communications


Senior Advertising Copywriter


Expert wrote and produced all national TV advertising campaigns, direct mail programs, corporate speeches, and ghost-written articles for top brokerage firm.

Career Accomplishments:

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.


She has a Senior-Level Project Management Certificate; and the equivalent of a Series 7 License, A.G. Edwards Operation Certification.

Professional Appointments

Expert is Senior Editor of the St. Louis Home & Garden Magazine, and an officer of the firm of Oppenheimer Funds.


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).

Selected Publications and Publishers  
 - John Wiley & Sons  

Consulting Services:
Selected Consulting Examples:
  • 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.
  • 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.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2004 to 2004   India, Singapore   Expert did research, writing, and brand development for an independent film project.
1997 to 1997   Japan   She conducted interviews, and did writing and a journalism project in conjunction with Japan National Tourist Organization (JNTO).

Market Research:
Expert launched more than a half dozen new financial or legal brands, and relaunched others to revitalize existing sales.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Expert taught advertising and business writing at Washington University-St. Louis.

Supplier and Vendor Location and Selection

She has extensive experience with advertising, PR and branding agencies, as well as production companies and independent writers, designers, and web providers.


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