Expert writer and editor with over 30 years of experience in the financial services industry, primarily in employee communications, education, and reference spaces. She is a consultant, currently working with clients in the financial services, insurance, legal training services, and B2B marketing sectors. Her work includes writing and editing a variety of education and reference solutions for employees in digital, print, and content management system formats, plus customer-facing communications such as letters, blogs, and other website content, and social media posts. In addition, she provides executive coaching to writers in various jobs and functions. Before starting her consulting career, S.E. spent nearly 25 years at Fidelity Investments, working as an instructional designer, project manager, and editor for a learning and development group supporting frontline representatives working with retail customers. She grew the group’s editing team from one to five full-time editors, who provided comprehensive editing and consulting services for instructional designers, other writers, and leaders in the retail, workplace, and institutional investing lines of business. S.E. has expert-level skills with Microsoft Office tools (Word, PowerPoint) and the Chicago Manual of Style; advanced-level skills with Microsoft productivity tools (Excel, Teams) and the AP Stylebook; and is proficient with various workflow tools (Jira, Workfront) and e-learning development software (Articulate, Captivate). She holds a BA from Middlebury College (Middlebury, VT).

High-level laboratory professional with over 7 years of experience in both small and large companies with fast-paced settings. She is currently a Medical Technologist using her teamwork, communication, and documentation skills to provide accurate and precise results. Currently, she is working in a Core Lab performing diagnostic tests and analyzing patient specimens efficiently with a strong sense of detail when validating data using a variety of lab equipment on a day-to-day basis. From 2018 to present, she is also working as a Medical Technologist in another lab at a level 1 trauma center in a Blood Bank as part of a team readily responding to immediate operating room requests and providing the best customer service possible to healthcare providers. With S.F.D.’s passion for science and health coupled with her capabilities, she has assumed responsibilities for being the point person for quality control checks, implementing safety protocols, and troubleshooting lab instrumentation. From 2015-2016, she worked as a Clinical Lab Assistant II where she processed and managed the inventory of research samples following different protocols with proper storage and shipment to ensure the integrity of each clinical trial. Through her work experiences, she has become advanced in Cerner, Sunquest, and EPIC software widely utilized in many hospitals. S.F.D. has a Master of Public Health from MCPHS University, a BS in Biology with a Chemistry minor from Salem State University, and attended George Washington University to obtain a Medical Technologist certification from the American Society for Clinical Pathology (ASCP).

Operations and Strategy professional with 25 years of analytical and operational experience managing teams in marketing and finance departments in consumer-facing industries. She spent the past 16 years running her own pricing advisory firm, supporting restaurant industry clients. L.K. has simultaneously managed a Boston condominium building, including several renovations and a multi-year roof/deck replacement and fire escape construction project on behalf of 10 owners. Previously, L.K. held roles in strategic planning, finance, and brand management at Dunkin’ Brands for 5 years. She applied her analytical, process, presentation, and team-building skills in all of these positions, which required significant interaction with corporate counterparts and large franchisee organizations. She has successfully automated many work processes and is proficient in Excel, Access, PowerPoint, Word, QuickBooks, and many of today’s key web-enabled services and applications including Mailchimp and WordPress. L.K. has an MBA from Duke University’s Fuqua School and a BS in Econ/Marketing/Entrepreneurial Management from the University of Pennsylvania’s Wharton School.

L.C. is a seasoned paralegal with 9 years of experience in both the corporate and non-profit sectors in NYC and the surrounding area.  Over the last 5 years, she has held positions at two nationally ranked law firms, supporting technology practice groups with respect to corporate transactions, legal compliance, and corporate governance matters.  In her most recent position, she became the firm’s first Tech Group Paralegal and supported over 200 startup clients.  She has vast experience drafting formation and equity documents, in addition to, overseeing cap table management.  In 2015, she joined the corporate practice at Wilson, Sonsini, Goodrich & Rosati where she supported a team of 3 partners and 7 associates on all stages of financing transactions; the hiring partner went to a new firm within the year and recruited her.  From 2011-2015, she worked at Legal Services of the Hudson Valley, helping lower-income individuals navigate their legal issues; initially, she was an Intake Paralegal where she interviewed prospective clients and prepared case reports for matters related to housing/eviction, government benefits, disability, elder, and family law.  In 2013 she was promoted to a new role as a court-appointed advocate in the White Plains Family Court, where she provided oral and written translation services and court appearance advocacy for victims of Domestic Violence.  She holds a Bachelor of Arts from Skidmore College with a major in Psychology and minor in Spanish.

Communications expert with extensive writing and project management experience in corporate, town government and nonprofit worlds. Since last fall, she has created, co-written, and produced the Wes-TEN cable television news show about local events, news, and people. Since 2019, she has been the vice president at a nonprofit conservation association, managing both stewardship of trails and volunteer activities. In addition, she is on two town committees: the recreation master planning committee and the tree advisory group. From 2010 to 2018, she was a blogger and writer, publishing one book about a dog with an attitude and blogs about women returning to work, and repatriation to the United States. From 1998-2001 and 2008-2014, KB spent 9 years working in Brazil, first working with telecom market development, then consulting with start-ups and mid-size companies hoping to invest in Brazil. KB began her career working in project management for Visa. She is proficient in Google Suite and social media platforms. She holds a BA, cum laude, from Wellesley College and an MBA from Kellogg Graduate School of Management. She is fluent in English and Portuguese.

Experienced paralegal, attorney, and seasoned legal assistant with a myriad of experiences spanning 15 years. For the last year, she has owned her own paralegal services company providing corporate paralegal services virtually, while focusing on legal entity structuring and contracts. Her largest, and almost exclusive, client over the last year was an entity filing company where she had to file and provide entity organizational documents for corporations and LLCs in all 50 states as well as UCC-1 filings. Over her 15-year career, she has amassed more experience as a paralegal and legal assistant focusing on both corporate and real estate law. She also earned a law degree and practiced criminal and family law. Additional experience includes working as an SAT Prep tutor for seven years while expanding her marketable skills as a bar prep content writer with a focus on contract and criminal law, ESL teacher, marketing and sales account manager, virtual administrative assistant and bookkeeper, until opening her own paralegal services business. Prior to law school, she worked as a paralegal and legal assistant in real estate, corporate, and contract work. She is proficient in Microsoft Office Suite, Google Docs, Google Sheets, Slack, Trello, ContractSafe, Quickbooks, and Salesforce. She has a Juris Doctor from Suffolk University, a Bachelor’s of Arts from Framingham State University in History (Summa Cum Laude), and certificates in both TEFL and TESOL.

Seasoned program manager and customer experience leader with 10 years of experience supporting mission-driven nonprofits and small businesses. From 2010 to 2017, she worked for Hourcar, Minnesota’s largest car-sharing operator, where she quickly moved from customer support representative to operations manager to program manager. As program Manager from 2014 to 2017, she managed an $850K annual budget, built a cross-functional staff team and spearheaded modernization of Hourcar’s technology infrastructure. She also led the development of a high-profile public-private partnership which made Hourcar the first car-sharing operator in the U.S. to allow users to access vehicles with their public transit passes. (Media coverage of this project can be found here: http://strib.mn/2JAJa8J) In 2018, she joined a Boston-based transportation startup, where she was responsible for company-wide customer experience strategy and scaling the customer support team. M.H. is currently an independent consultant, using business analytics to help early-stage companies get better customer feedback and build successful products. She is an experienced data analyst with extensive experience implementing customer surveys and building dashboards with Excel, Tableau, and SQL.

Nonprofit consultant with 15 years plus experience as a senior consultant and program manager IW has a strong track record of effective program design, planning, evaluation and continuous improvement with non-profits in the US, United Kingdom, and Australia. IW has worked with diverse clients ranging from small neighborhood/community houses; large regional social service agencies, and state and Federal Government Departments. She has additional expertise in community outreach and engagement, facilitating consultation and planning processes with groups from 5 to 100 people. IW is a positive, high energy individual with an ability to build relationships and trust with diverse people and organizations. In her current role, IW is designing and facilitating focus groups for children and families for the local office of a major US non-profit as well as working remotely with a company reforming health and human services in Australia. Previously working with ‘SHARE’, (an initiative to improve outcomes for 2,000+ children in a large suburban region in South Australia), she exceeded targets for recruiting community volunteers and implemented data collection, evaluation, and performance improvements that led to significantly increased engagement of community members and their families. Between 2016 and 2018 she worked as Principal Consultant with DemocracyCo (an Australian consulting firm that supports governments in achieving complex, citizen-led reform). In this role she supported the design and implementation of nationally recognized deliberative democratic processes, including Citizens Juries and community panels of 50–350 people in often politically sensitive environments. Prior to this role, she was the lead consultant for a major contract with the Federal Campaign for Grade-Level Reading supporting 30+ diverse communities across the US to identify results and indicators to drive improvements in grade-level reading for children from low-income families through coaching, technical advice, and group facilitation. IW has an Associate Degree in Community Sector Management; a Certificate in Digital Marketing and Engagement and is proficient in Microsoft Office (Word, Excel, PowerPoint) and performance management software.

Seasoned executive-level professional with experience in complex roles requiring legal command, project coordination, policy development, implementation, risk mitigation, management, and coordination skills. He has been engaged in US foreign policy implementation assignments as Senior Advisor, Advisors’ Section Head, and EU Senior Legal Expert in conflict zones such as Iraq and Afghanistan since 2003. His roles as counsel, advisor, mentor and trainer put him in direct contact with high-level US and EU officials to increase and improve the governing capacity and managerial skills of key foreign government executives. He is currently engaged in monitoring and researching global political crises, economic and security developments that have potential implications for business operating environments and security landscapes around the globe that could inhibit an organization’s ability to achieve its strategy and strategic objectives with the ultimate goal of creating and protecting shareholder and stakeholder value. AJS holds an MS in Criminal Justice and a Juris Doctorate degree from the Northeastern University School of Law and an LL.M degree from the Boston University School of Law. He received his BA in Politics from the University of Massachusetts. He is a member of the Massachusetts and Federal Bars in good standing and recipient of multiple professional distinctions including certification in International Security Affairs from the National Defense University, Near East South Asia Center for Strategic Studies, Senior Executive program, and a National Security Law Certification from the18th National Security Law Institute at University of Virginia School of Law. AJS is fluent in five languages and proficient in SaaS, Microsoft WordPerfect, Internet Explorer Microsoft Office Suite, and Word Processing Applications.

Operations professional with over 12 years of experience in enrollment and immigration law.  She is an organized, innovative thinker, accountable, team-oriented and committed to making a difference in diverse workplaces through effective cross-functional collaboration and communication. For the past 8 years, R.N. has worked in higher education, focusing on executing recruitment strategies designed to meet the college’s short and long-term admission enrollment objectives. In her most recent role, she managed a team of six employees by managing their daily assignments, ongoing special projects and evaluated achievements with respect to individual and area goals. She gathered, maintained and compiled admissions operational data and furnished reports and analysis. Building on her relationship management skills, R.N. recommended, designed and improved new and existing business processes not only within her department but with areas around the college that worked collaboratively with her division. She was the lead person to operationally launch a program between two merged institutions resulting in 42 matriculants. R.N. upheld a high level of customer service by building and maintaining relationships with applicants and their families to encourage application completion and matriculation.  She also counseled countless clients on all issues related to immigration and non-immigration visas. R.N. is a DSO (Designated School Official), has demonstrated project management skills, is a user of Salesforce and has a proven track record of data integrity across several databases. She has a BA in Communication and Spanish, and a MA in Intercultural Relations.