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Work experience

Jan 2011Present

Business Analyst/Technical Writer

TD Securities LLC

·Analyze and document ION trading system and related processes.ION is the front-end pricing and trading platform for the US Government and Agency cash instruments.

·Test trading algorithms that are simulated by the ION Execution Engine.

·Develop business requirements document, use cases and process flows for swap desk application for US Rates trading desk.

·As part of the application process to attain designation as a primary dealer with Federal Reserve Bank of New York (FRBNY), document disaster recovery, security, incident and change management processes and procedures for FRBNY requirements.

·Develop and document access management policies, procedures and process flow diagrams.Define standard roles for applications and systems used by sales, trading, finance and operations.

·Participate in business recovery and disaster recovery testing.TD

Apr 2010Dec 2010

Business Analyst/Technical Writer


·Analyze and document equity trading flows of order management processes for NA, EMEA and APAC regions.Analyze infrastructure systems and help manage data consolidation efforts.

·Develop run books and user guides for North America, Europe and Asia equity order processing tools and systems.

·Develop and implement SharePoint strategy and manage site architecture for Cosmos, the firm’s equity order processing and management system.Administrative duties include granting permissions, allocating storage and documentation management.

Sep 2009Mar 2010

Senior Technical Writer (Consultant)

Morgan Stanley
Manage documentation of Morgan Stanley's Information Security Department to assist with regulatory requirements. Documentation focus is on policies and procedures, workflows, reporting and metrics, entitlements and vendor/supplier risk management and includes technical requirements, system and operational guides, procedure manuals, end-user documentation. Compile existing documentation, validate accuracy and identify gaps. Coordinate presentation of materials and manage progress of committed deliverables.
Oct 2008Mar 2009

Communications Consultant


 Assisted Program Director with Weekly Program Update PowerPoint presentations, meeting minutes and monthly newsletter for Program Management Group and Catalyst Advisory Group.SharePoint administrator for Catalyst SharePoint.Responsibilities included SharePoint space allocation, permissions, development, storage and document management.The Catalyst software application was developed to standardize control assessment and operational risk compliance and reporting.

Aug 2007Sep 2008

Technical Writer

Credit Suisse

Senior Technical Writer/Business Analyst (Consultant)      1/08 – 9/08

Created overall communication plan for Innovation for Information Technology (IIT) group.Project required extensive interaction with IT management, Subject Matter Experts and developers at all corporate levels within Technology Infrastructure Services (TIS) group.Responsibilities included writing technical documentation, products brochures, Quick Reference Cards, newsletters, product announcements and presentations.Researched SDLC phases for equity trading release management application and reviewed Global Solution Delivery Policy (GSDP) requirements used to manage project risk.

Project Manager/Senior Technical Writer (Consultant)  8/07 – 12/07

Supervised technical documentation for IT infrastructure job functions deployed to Pune, India and Singapore.Hired and supervised technical writers.Interviewed Subject Matter Experts in New York, London, Zurich and Singapore offices to assess documentation requirements.Developed new documentation for hardware and software applications and updated current documentation while adhering to corporate standards and project deadlines.Documents included System Administrator, Operations and User Guides as well as run books, presentations and workflow diagrams.Job functions covered all areas of IT infrastructure: Change/Problem Management, Global Product Support, Capacity Management, Systems & Database Administration, System Integration and Market Data.Managed multiple projects concurrently, estimating project scope and requirements in terms of time and resources and provided completion schedules based on project priorities.

Jan 2007Jun 2007

Senior Technical Writer/Business Analyst (Consultant)


Developed User Guide for Portfolio Management System (PMS), a comprehensive portfolio management and performance measurement system used by investment managers.PMS enabled users to interface with a wide range of data including full transaction and performance history for over 7,000 accounts, exchange rate history for a wide range of currencies, and market data for 245,000 securities.Analyzed business requirements and processes to improve existing system.Interviewed Subject Matter Experts and developers in New York and London to gather technical specifications on data elements and data feeds.Created data dictionary.

Jun 2006Dec 2006

Senior Technical Writer/Business Analyst (Consultant)

Credit Suisse

Reviewed and updated existing documentation on U.S. equity trading systems and applications.Interviewed Subject Matter Experts for key information on functionalities, architecture, failure management and maintenance.Analyzed technical information from development team and created “user friendly” support documentation.Performed analysis and created Visio diagrams of business processes.Designed and documented System Administrator, Operations and User Guides.Required extensive knowledge of trading systems and market data feeds.

Jan 2001May 2006


The Silver Word LLC

Established in 2001, The Silver Word provides financial and technical writing, research, and marketing communication services to Fortune 500 companies, financial institutions and technology firms.The Silver Word’s services are comprehensive and varied: research reports, market surveys, annual reports, white papers, business plans, brochures, corporate profiles, press releases, advertorials, newsletters and web content.Clients included: BMC Software, Bristol-Myers Squibb, Equity Performance Group, Forest Laboratories, Hewlett-Packard, Horizon Blue Cross Blue Shield of New Jersey, JPMorgan Chase, Microsoft, RiskCenter, SmartAnalyst, Treflie Capital Management, Zacks Investment Research, Unisys.

Jan 1997Dec 2000

Business Analyst/Technical Writer

Openet, Inc

Managed business development team.Produced and conducted sales presentations to solicit new business.Analyzed and recommended market data information services for banking and brokerage clients of this software development company.Interviewed institutional equity sales and traders on market data requirements.Evaluated RFP’s of market data vendors.Project managed development of online trading web site, ranked #1 by Smart Money Magazine.Conducted firm-wide Y2K remediation.Clients: Brown Simpson Asset Management, Brunswick Warburg, Cathay Financial, Fairchild Financial Group, Muriel Siebert, Needham & Company, Weiss, Peck & Greer.

Jan 1996Dec 1996

Analyst - Equity Sector

Deutsche Bank

Prepared weekly stock price and stock valuation data for companies in the Deutsche Bank oil stock universe.Participated on the “Morning Call” and provided “Morning Call” summary notes on oil company earnings announcements and news events.Developed quantitative benchmarks used to measure stock price valuation.Conducted statistical correlation study on commodity prices in relation to stock prices.

Apr 1991Dec 1995

Analyst - Equity Sector

Salomon Smith Barney

Performed weekly updates of stock price and valuations for companies in the Smith Barney oil stock universe. Developed earnings models based on oil company’s historical financial and operating data as well as Smith Barney forecasts of oil production and commodity prices.Provided monthly and quarterly updates of stock price valuations over a twenty year period for domestic and international oil companies.Produced quarterly publication on oil industry trends and fundamentals.




Financial and technical writing consultant and marketing communications professional for leading Wall Street firms and technology companies.Skilled at implementing communications plans and research initiatives.Published writer with ability to make difficult concepts engaging and easy to understand.Excellent interviewing skills with IT management, subject matter experts and developers at all levels.Skilled at documenting products, user and programming guides for technical and end user audiences.Other writing materials include products brochures, training materials, newsletters, product announcements, presentations and workflow documents.


        ITIL v3 Foundation Certification, Sep 2008

Technical Skills

·Adobe Acrobat Professional 7.0 ·Adobe RoboHelp 7.0 ·Dreamweaver ·Excel ·Framemaker ·FullShot ·HTML ·Lotus Notes ·Microsoft Windows 2000, XP, Vista ·MS SharePoint ·MS Visual SourceSafe ·PowerPoint ·SnagIt ·SQL ·UML ·Visio ·Word ·X1


· Financial Women's Association

· New York Financial Writers Association