Financial services copy writing has been a staple throughout my career, beginning in 1991 writing RFP responses for Institutional Trust and Investment Management at First Interstate Bank.  Recently, I spent 13 months writing RFP responses, due diligence questionnaires, bios, and boilerplate copy for Symphony Asset Management, at the time, a $16B hedge fund. The majority of my work product for Symphony is confidential, and therefore, one cover letter is available for publication here. Symphony bios and boilerplate can be found on that page. The two senior managers with whom I worked have offered to provide references.

As a consultant, every quarter for more than two years, I wrote 15 investment strategy sheets sent to ​all institutional and private clients of DresdnerRCM Global Investors. 


At First Interstate/Wells Fargo Bank, Union Bank of California and Indymac Bank, I not only wrote copy but reviewed and edited every piece of marketing communications produced by the division 

hundreds of brochures, sales sheets, advertisements, press releases, by-lined articles, email and direct mail campaigns, newsletters and online content. 


The majority of my work from First Interstate Bank and Union Bank of California is in hard copy only. I have included the Private Bank brochure I wrote and art directed. Additional work will be uploaded in the future. 

               Indymac Bank

Wholesale Lending​

   Product Brochures

​​   Flyers

​Consumer Collateral

marketing  concepts & ​communications

Union Bank of California

​​​​Symphony Asset Management

​Financial Services