Experience

March 2001–present

Writer at Large

Research and write shareholder reports, quarterly commentaries, newsletter and magazine articles, and other items, primarily in the finance and investment industry (see client list).

 

April 1994–February 2001

Financial Writer and Editor, The Benham Group/American Century Investments (Mountain View, CA)

Researched, wrote, and edited a variety of materials for American Century’s mutual funds (The Benham Group was acquired by American Century in 1995):

 fund annual and semiannual reports

 newsletter articles

 monthly and quarterly fund commentaries

 daily and weekly reviews of the financial markets

 web site copy (such as fund profiles, financial briefs, and educational tidbits)

 educational materials

 marketing brochures

Other responsibilities included interviewing fund managers, chief investment officers, and senior executives; guiding reports through review by legal, investment, and accounting staff; and editing material written by colleagues and freelance writers.

 

January 1993–March 1994

Editor/Proofreader, The Benham Group (Mountain View, CA)

Edited and proofread mutual fund prospectuses, annual and semiannual reports, newsletters, advertisements, and marketing brochures. Also wrote procedural manuals for different areas of the company.

 

June 1991–July 1992

Indexer, Book Publishing Company (Seattle, WA)

Created and updated indexes for city and county legal codes.

 

July 1989–September 1990

Technical Writer, American Arts & Graphics (Everett, WA)

Researched and wrote procedural manuals, which were used as training tools for production and office personnel.

 

 

EDUCATION

 

1985–1989

Bachelor of Arts, Willamette University (Salem, OR)

Major: Business Economics

Minor: Writing