FINANCIAL SAMPLES
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A substantial part of my experience centers on the financial world, including everything from community thrifts to multi-state banking giants to accounting firms to institutional asset managers. I convey financial information accurately and concisely, with the level of complexity tailored to the audience's understanding and needs.
Mutual Savings Bank, Franklin, Indiana
Newspaper campaign featuring childhood photos of employees
Objective: Enhance reputation for longtime dedication to and familiarity with community.
Those basic lessons we all learned as kids are at the very heart of what has made Mutual a friendly place to bank since 1890. After all, being nice is something that all of our employees understood long before they discovered banking.
Sheltering Wings Center for Women, Danville, Indiana
Annual Report
Objective: Report success to stakeholders.
That means we still need about $1500 each day to give these women and children safety and the support they need to rebuild their lives without fear.
Barclays Global Investors, San Francisco
with Bockelman/Holden Group
Defined contributions brochure
Objective: Communicate investment philosophies and benefits.
Our unique Advanced Active Investment management approach applies disciplined, risk-controlled investment strategies that create consistent, competitive investment performance with active risk management. We pioneered the use of sophisticated investment technologies to extract critical market data from around the world for more reliable investment decisions.
Olive LLP, Indianapolis
with Kelly O. Stanley Design
Bimonthly newsletter
Objective: Provide topical information and advice to bank executives.
The conflict stemmed from the SEC's belief that banks were overstating loan loss reserves; bank regulators insisted that the reserves should be increased. When one bank holding company's proxy materials were rejected by the SEC with orders that reserves be reduced and earnings restated, the OCC and the Fed objected.
DuPont Capital Management, Wilmington, Delaware
with Bockelman/Holden Group
International Equity brochure
Objective: Communicate investment philosophies and benefits.
Although we initially identify potential candidates through sector-by-region screens examining such factors as price-to-earnings and price-to-book, we do not rely on only those measures to make a final determination of stock value.
PanAgora Asset Management, Boston
with Bockelman/Holden Group
Corporate brochure
Objective: Communicate investment philosophies and benefits.
Our process is highly structured, but we have designed it to adapt to the inherent dynamics of investment markets. It is built upon analytically efficient quantitative techniques that provide an objective, repeatable way to systematically identify and exploit informational inefficiencies.
General American, St. Louis
with Bockelman/Holden Group
401(k) educational literature
Objective: Increase participant investment by enhancing knowledge.
Investors typically measure company size by market capitalization, an expression of the total market value of outstanding common stock. Capitalization is computed by multiplying the total number of shares by their current market price. Analysts compare a company's capitalization to its actual "book value" to determine investor expectations of the company's future. (Book value is the value of a company's assets a shareholder would theoretically receive if a company were liquidated.)
Poteet, Virt & Associates, Indianapolis
with Gibbs & Company
Financial planning brochure
Objective: Introduce philosophy to prospective clients.
Truly effective and satisfying financial planning is really all about who you are, where you are in life, the life you want to lead, what you want to achieve - and developing a plan to make it all possible.
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