My financial industry career began “on the phones” at Fidelity explaining mutual funds to retail investors. I have never lost touch with the lessons learned during that stint about the importance of communicating in terms the audience can relate to. While at Fidelity, I leveraged my writing ability to move into institutional product management. I would spend the next several years within the industry supporting wholesale distribution efforts in product management and marketing communications roles. During this stage of my career I got to know a whole new set of target audiences – namely, institutional investors, wholesalers and advisors. For reasons which are lost in the mists of time, I also attended law school evenings, earned a J.D. and passed the Massachusetts bar,

My last posting before founding BICG was as Vice President, Director-Investor Communications for Scudder (now DWS) Investments. In that role, I led a team responsible for customer newsletters, web content, investor education programs and shareholder reports. I was also heavily involved in coordinating messaging strategy across multiple channels and in representing marketing on initiatives to improve the accessibility of shareholder reports and prospectuses. While with Scudder, I carried the Series 24 (Securities Principal) and Series 7 (Registered Representative) designations and served as a member of the ICI Shareholder Communications Committee.