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Ad Hoc Communications, San Francisco, California. January 1999 - present. Founder.

Meet clients’ diverse communication needs, from strategy development to plan implementation
Communicate through a broad variety of vehicles
Help clients make better use of their communication budgets, offering the same services available from traditional consulting firms at a fraction of the price

Merrill Lynch
, San Francisco, California. July 1997- January 1999. Communications Consultant, Group Employee Services.

Developed, implemented, and assessed effectiveness of customized communications campaigns for 401(k) plan sponsors with $50 million to $300 million in assets
Wrote copy for plan enrollment and collateral materials that explained benefits of saving and investing for retirement; managed design and print production of materials
Educated plan sponsors on role of communication in improving plan participation, contribution rates, and asset allocation
Lead multidisciplinary teams in developing educational workshops and training sessions
Developed enrollment campaign for retail client that resulted in 43% increase in 401(k) plan participation in one quarter

Towers Perrin, San Francisco, California. June 1995 - July 1997. Associate Consultant, Human Resources and Communication Practice.

Developed human resources communication strategies for diverse West Coast client base
Wrote newsletters, brochures, and summary plan descriptions to explain health and welfare and retirement benefits to employees; provided art direction to design staff
Trained clients’ human resources staff to administer employee benefits programs and manage annual enrollment processes
Developed open enrollment communications campaign that resulted in 95% of employees enrolling on time and in plans appropriate to their benefit needs

SEI Corporation, Wayne, Pennsylvania. March 1991 - May 1995. Marketing Director, SEI Retirement Services, April 1994 - May 1995.

Wrote videos, workbooks, and brochures that explained 401(k) plans in general and asset allocation, investment diversification, and mutual funds in particular
Designed and conducted retirement planning seminars for 401(k) plan participants
Developed public relations campaign that generated positive coverage in trade publications Institutional Investor and Defined Contribution News

Communications Specialist, Office of the Chairman, March 1991 - April 1994.

Wrote narrative section and coordinated all photography for annual report
Created eight-page, monthly corporate newsletter distributed to 1,400 employees; wrote articles for and edited employee contributions to newsletter
Wrote speeches for chairman and other senior executives


University of Richmond, Bachelor of Arts cum laude, May 1990.

Majors: English and Women’s Studies, GPA 3.43/4.00

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