Category: Financial Services

Morningstar, Inc.

3/14/2018

Morningstar Annual Catalog client testimonials, 2006-7, 2008-9 and 2009-10

.	The Chicago-based global investment research firm's annual product catalog incorporates client testimonials that showcase the value of Morningstar’s products and services for individual investors, investment advisors and financial organizations.

Media Relations Support, 2005-2017

For more than 10 years, I supported Morningstar's corporate communications department as needed, including working in-house as an extension of the media relations team, drafting press releases and pitches and working on internal communications projects.

Bank Administration Institute (BAI)

2/6/2018

Whitepaper, November 2014

BAI commissioned me to prepare this whitepaper based on a roundtable discussion among contact center executives (co-sponsored by Pegasus).

Allstate Financial

10/1/2017

Sales Collateral for Financial Products
Design Collaboration: VSA Partners, Chicago

We created sales materials to engage consumers and describe coverage benefits in a clear way while complying with industry regulations for sales communications.