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S.L. (Boston, MA)

Development and events professional with 8+ years of non-profit experience working in youth development, recruitment, and program management Program manager for volunteer-led non-profit causes, including training, recruitment, volunteer coaching, and youth events and service projects; also skilled in large-scale event planning and execution [...]

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  • Development and events professional with 8+ years of non-profit experience working in youth development, recruitment, and program management
  • Program manager for volunteer-led non-profit causes, including training, recruitment, volunteer coaching, and youth events and service projects; also skilled in large-scale event planning and execution
  • Additional volunteer experience includes leadership roles on alumni Board of Directors and local Boy Scout Council
  • Proficient in MS Office Suite, Google Suite, social media, video conferencing platforms,  Canva, SimpleTexting, and Constant Contact.
  • BS in Management from Franklin Pierce University; candidate for MPA in Educational Leadership at Clark University
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J.W. (Arlington, MA)

Fundraising professional with 20+ years of experience in the non-profit and higher education industries; additional expertise with political campaigns Demonstrated abilities in identifying, cultivating, and soliciting major gifts from individuals, foundations, and corporations to support the organization’s mission Expertise in creating [...]

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  • Fundraising professional with 20+ years of experience in the non-profit and higher education industries; additional expertise with political campaigns
  • Demonstrated abilities in identifying, cultivating, and soliciting major gifts from individuals, foundations, and corporations to support the organization’s mission
  • Expertise in creating and implementing fundraising strategies by conducting community outreach, industry research, and utilizing strong project management, communication and organizational skills
  • Proficient in MS Office Suite, Salesforce, Google Suite, Canva, Raiser’s Edge Blackbaud, and Boomerang
  • BS in Political Science from Bridgewater State College
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M.C. (West Wareham, MA)

Communications professional with 20+ years of experience leading various communication disciplines for a large healthcare provider; currently consulting with various clients on communication strategies Expertise in creating internal and external communication programs, developing website content, creating communications during times of chang [...]

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  • Communications professional with 20+ years of experience leading various communication disciplines for a large healthcare provider; currently consulting with various clients on communication strategies
  • Expertise in creating internal and external communication programs, developing website content, creating communications during times of change/crisis, and working closely with senior management in defining corporate culture through concise communication strategies
  • Created and managed internal communications with a leading healthcare provider recognized as a “best place to work” for 10 consecutive years
  • Proficient in MS Office Suite, SharePoint, MS Teams, and Jive social software
  • BA in Communications from Stonehill College; Public Relations Certificate 
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D.G. (Newton, MA)

Program Management professional with 15+ years of experience in the non-profit, public education, and healthcare industries Supervisory role managing team of 30+ contact tracers and case investigators during Covid pandemic (Partners in Health) Long-term public school committee member for 8 years; supervisor for policy and budgets, acting [...]

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  • Program Management professional with 15+ years of experience in the non-profit, public education, and healthcare industries
  • Supervisory role managing team of 30+ contact tracers and case investigators during Covid pandemic (Partners in Health)
  • Long-term public school committee member for 8 years; supervisor for policy and budgets, acting as lead on new school building design campaign
  • Additional skills in volunteer organizing for a non-profit, leading political campaigns and advocacy efforts; skills in public speaking, strategic planning, project management, and leading teams
  • Proficient in MS Office Suite, OneNote, MS Teams, SharePoint, Google Suite, Zoom, WordPress, Jitsi, Slack, Salesforce, and CRM systems 
  • MS in Public Health from Harvard School of Public Health; BA in American Studies from Yale University
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A.Z. (Hingham, MA)

Paralegal/legal assistant with 10+ years experience in organization and document preparation, data management, and administrative support in the legal and education industries Paralegal expertise in supporting trust and estate legal cases, bankruptcy and IP patent law cases; proficient in the preparation of bankruptcy pleadings, trial and de [...]

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  • Paralegal/legal assistant with 10+ years experience in organization and document preparation, data management, and administrative support in the legal and education industries
  • Paralegal expertise in supporting trust and estate legal cases, bankruptcy and IP patent law cases; proficient in the preparation of bankruptcy pleadings, trial and deposition correspondence, budget calculations, docket creation, and docketing status reporting
  • Additional experience as an administrative assistant in a public school providing a main point of contact for students and staff, managing records, handling correspondence, and office processes 
  • Proficient in Google Suite, MS Office Suite, Clio, SugarSync, Wealth Docx, Rocket Matter, iManage, and WordPress
  • BA in Sociology from Villanova University; Notary Public
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C.C. (Beverly, MA)

Management professional with 20+ years of experience in the nonprofit industry with expertise in all aspects of operations including fundraising, development, budgeting, program management and employee and volunteer supervision Organized and executed over 60 annual fundraising events and programs including golf tournaments, 5K road races, bo [...]

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  • Management professional with 20+ years of experience in the nonprofit industry with expertise in all aspects of operations including fundraising, development, budgeting, program management and employee and volunteer supervision
  • Organized and executed over 60 annual fundraising events and programs including golf tournaments, 5K road races, bowling tournaments, gala events, basketball tournaments and a 15-member Boston Marathon team bringing in a total of over $1 million per year
  • Created and secured funding for 4 programs benefiting the health, wellness and education of more than 100 children with autism annually; chaired committee for LGBTQ+ Elders Conference hosting over 200 attendees per year
  • Additional expertise in managing online and in-person conferences, experienced speaker with large live and radio audiences
  • Advanced proficiency in MS Office Suite, Google Suite, various email platforms, donor management software (Bloomerang, Raiser’s Edge, DonorPerfect & Little Green Light), and social media platforms
  • BA in Sociology from Framingham State University
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J.G. (Lexington, MA)

Customer service and operations professional with 25+ years of experience in the nonprofit, healthcare, and wellness industries Expertise in patient advocacy, grievance resolution, and customer service in the hospital environment, works as a patient liaison to improve the hospital’s customer experience Additional focus in program management [...]

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Customer service and operations professional with 25+ years of experience in the nonprofit, healthcare, and wellness industries

Expertise in patient advocacy, grievance resolution, and customer service in the hospital environment, works as a patient liaison to improve the hospital’s customer experience

Additional focus in program management for a nonprofit including donor outreach, building strategic partnerships, fundraising, and budget management

Proficient in MS Office Suite, Google Suite, Meditech Expanse, Epic, Social Media, and video conferencing platforms

MA in Counseling Psychology from Lesley University, BFA in Film/Television from New York University

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M.L. (Boston, MA)

Attorney with +10 years of experience handling corporate, real estate, and business transactions for national and international commercial and residential real estate clients Expertise in contract legal work including negotiation as well as drafting and reviewing of contracts for sales, construction, marketing, professional services, and ven [...]

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  • Attorney with +10 years of experience handling corporate, real estate, and business transactions for national and international commercial and residential real estate clients
  • Expertise in contract legal work including negotiation as well as drafting and reviewing of contracts for sales, construction, marketing, professional services, and vendor agreements
  • Additional legal work in employment law focused on offer letters, severance agreements, non-competes and other agreements
  • 4+ years’ experience as a grant accountant for profit and nonprofit companies in the R&D industry
  • JD from Northeastern University, Member of the MA Bar, BA in Business Administration from the University of Massachusetts, Amherst
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K.B. (Foxboro, MA)

Business operations professional with over 20 years of experience working in both start-up and large organizations in the financial services, life sciences, and wellness industries Expertise in process redesign, technology initiatives, project planning, risk mitigation, and capturing/monitoring operational metrics to provide insights to lead [...]

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  • Business operations professional with over 20 years of experience working in both start-up and large organizations in the financial services, life sciences, and wellness industries
  • Expertise in process redesign, technology initiatives, project planning, risk mitigation, and capturing/monitoring operational metrics to provide insights to leadership on operational trends
  • Most recently worked at a biotech start-up with responsibilities including finance/budgeting, HR, project management, shareholder documentation, and relationship management; owned successful nutrition & wellness business for 10+ years
  • Proficient in MS Office Suite, Google Suite, Monday.com, QuickBooks Online, and Gusto Payroll
  • MA in Nutrition and Holistic Health from Lesley University and BA in Finance from Bentley University
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K.B. (Wolcott, CT)

Insurance industry leader with 25+ years of experience spanning roles in claims operations, IT business consulting, project oversight, and strategy & process management Skilled in process improvement while maintaining customer engagement with expertise in centralizing support functions, reducing variations and expense, and improving staf [...]

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  • Insurance industry leader with 25+ years of experience spanning roles in claims operations, IT business consulting, project oversight, and strategy & process management
  • Skilled in process improvement while maintaining customer engagement with expertise in centralizing support functions, reducing variations and expense, and improving staff retention
  • Proficient in MS Office Suite, Outlook, SharePoint MS Office Teams, WebEx, and Skype
  • BA in Management and Business Administration from American Intercontinental University
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C.M. (Braintree, MA)

Communications and event management professional with 20+ years of experience working for both B2B and nonprofit organizations Expertise in developing and implementing strategic communication and marketing plans (both for internal and external stakeholders), content creation, and providing editorial oversight to drive corporate goals and emp [...]

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  • Communications and event management professional with 20+ years of experience working for both B2B and nonprofit organizations
  • Expertise in developing and implementing strategic communication and marketing plans (both for internal and external stakeholders), content creation, and providing editorial oversight to drive corporate goals and employee engagement specializing in DEI initiatives
  • 11 years of experience with Topco Associates (grocery retail cooperative) in event management, execution of large scale events up to $1M+ budget
  • Proficient in MS Office Suite, Salesforce, HubSpot, Constant Contact, CVent, and MSteams
  • BS in Recreation Administration from the University of New Hampshire; Certified Meeting Professional (CMP)
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K.R. (Lunenburg, MA)

Project Management and QA analysis & testing professional with 10+ years of experience in retail, high tech, health care and nonprofit industries Expertise in database testing and business analysis across multiple platforms and devices; 5+ years managing large-scale databases and programs ($1M - $25M/yr in revenue); acted as close liaiso [...]

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  • Project Management and QA analysis & testing professional with 10+ years of experience in retail, high tech, health care and nonprofit industries
  • Expertise in database testing and business analysis across multiple platforms and devices; 5+ years managing large-scale databases and programs ($1M – $25M/yr in revenue); acted as close liaison to engineering, product development, customer care and marketing
  • Independent consultant to several clients in the e-commerce, marketing services, recruitment, and travel industries where she provided operational support, as well as detailed internet research and report writing
  • Proficient in MS Office Suite, SharePoint, Google Suite, Visio, Tableau, SQL, Jira, Slack,  and Zoom
  • MBA from Simmons University; BA in Economics from the University of Massachusetts, Amherst
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S.H. (Silver Spring, MD)

Nonprofit leader with 15 years of experience developing and managing programs . Expertise in strategic thinking, engaging stakeholders, building consensus, and project and grant management. Directed local community-based education program targeted at diverse communities and professionals. Oversaw staff of 7 and a grant budget of over $ [...]

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  • Nonprofit leader with 15 years of experience developing and managing programs . Expertise in strategic thinking, engaging stakeholders, building consensus, and project and grant management.

  • Directed local community-based education program targeted at diverse communities and professionals. Oversaw staff of 7 and a grant budget of over $500K. Implemented online program delivery through on demand trainings and oversaw marketing efforts that led to over 1.8M exposures and 473K touches in the metro DC area in less than 6 months.

  • Managed a national $2.4M grant for improving care for those with serious illness through convening expert thought leaders and developing national recommendations. Engaged and nurtured relationships with grant partner, 14 external program managers, and 20+ Steering Committee members to identity areas for collaboration and coordination, while managing communications and logistics for dispersed stakeholders to gather and share diverse opinions.

  • Senior staff member on a $4.8M grant aimed to improve care for those with complex illness. Engaged over 30 local and national leading thought partners to develop national recommendations, oversaw the implementation of communication activities including focus groups, and organized briefings, listening sessions, and stakeholder convenings.

  • Proficient in MS Office Suite, Google Workspace, Slack, Atlassian Confluence, Basecamp, Microsoft Teams, and Zoom Webinars

  • MA, Health Advocacy, Sarah Lawrence College, and BA, Economics and International Relations, Hamline University

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M.F. (Gaithersburg, MD)

Impressive and versatile experience as entrepreneur with MBA, training & education professional, and compliance/legal specialist with JD. Recently relocated to DMV area and seeking to offer his many talents to growing, mission-focused organization. 30+ years of education/training experience including classroom, curriculum development, sp [...]

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  • Impressive and versatile experience as entrepreneur with MBA, training & education professional, and compliance/legal specialist with JD. Recently relocated to DMV area and seeking to offer his many talents to growing, mission-focused organization.
  • 30+ years of education/training experience including classroom, curriculum development, special education, and adminimstrative management from Pre-k through college.
  • 17+years legal experience as attorney/litigator in state courts and school/agency hearings including  civil rights, employment, and medical/mental health.
  • Committed problem solver and entrepreneur who has started and managed four successful companies, including a retail store and entertainment company.
  • Advanced Proficiency in MS Office Suite, Adobe products including Premier pro, and custom database software.
  • B.S. Business Communications, Southern Connecticut State University; M.S. Early Childhood Development, Southern Connecticut State University, J.D. Quinnipiac University, and MBA, University of Connecticut
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M.H. (Arlington, MA)

Communications and administrative professional with 20 years of experience writing, editing, and HR/sales support at Axent and freelance assignments Focused experience in marketing communications (online content, white papers, brochures, email content) for various organizations Additional writing skills span creative writing, storytelling [...]

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  • Communications and administrative professional with 20 years of experience writing, editing, and HR/sales support at Axent and freelance assignments
  • Focused experience in marketing communications (online content, white papers, brochures, email content) for various organizations
  • Additional writing skills span creative writing, storytelling, teaching, social media, copywriting, publishing, editing, and blogging; essays have appeared in various publications including Huffington Post and NEDA.org
  • Proficient in Microsoft Office Suite and WordPress
  • BA in English from Providence College
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V.F. (Medford, MA)

15+ years of partnership and program management experience supporting corporate donors, volunteers, and students with specialized skills related to community engagement, event planning, and experiential learning in non-profit and large university environments Recent experience focused on experiential learning programs supporting 300+ student [...]

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  • 15+ years of partnership and program management experience supporting corporate donors, volunteers, and students with specialized skills related to community engagement, event planning, and experiential learning in non-profit and large university environments
  • Recent experience focused on experiential learning programs supporting 300+ students annually, placing 150+ in internships with faculty and off-site nonprofit and government agencies
  • Additional experience as director for membership organization (2010-2011), managing annual conference and membership support; early career experience leading 40+ civic engagement events nationally, engaging 5000+ volunteers and securing $1M+ in corporate partnerships
  • Advanced Proficiency in MS Office Suite (expert Excel), Google Suite, videoconferencing platforms;  experienced with Teams, custom data management software, QuickBooks, ADP Payroll, and social media platforms
  • MBA from the University of Massachusetts, Lowell and BBA with concentration in Accounting from the University of Massachusetts, Amherst
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C.H. (Leesburg, VA)

Retired U.S. Navy Officer with 30+ years of experience in curriculum design, development, and management as well as extensive training and life/leadership coaching experience. Currently Certified Life Coach (2019-present), after providing instruction and mentoring to 120+ adults and leaders in various aspects of coaching education. Develope [...]

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  • Retired U.S. Navy Officer with 30+ years of experience in curriculum design, development, and management as well as extensive training and life/leadership coaching experience.
  • Currently Certified Life Coach (2019-present), after providing instruction and mentoring to 120+ adults and leaders in various aspects of coaching education. Developed and presented life skills training program to residents of Loudoun Homeless Services Center.
  • Management & Program Analyst, National Heart & Lung Institute, NIH (2015-2017), where he led 59-person team to review and resolve process and quality issues related to 980-member workforce. Eliminated 15 years of leave balance discrepancies and implemented new workstream and training and documentation protocols.
  • Served in various leadership capacities at U.S. Navy Medicine Professional Development Center (2006-2015), including Instructional Systems Specialist and Master Training Specialist. Promoted to improve training program development and lifecycle management in accordance with ADDIE development standards. Received professional excellence award in training and honorable mention for web-based training tool. Led training management program responsible for 1,500+ students attending 120+ universities with a budget of $80M.
  • Served 22 years in the U.S. Navy.
  • Proficient in Microsoft Suite (Word, Excel, PowerPoint), social media, podcasting and video conferencing platforms.
  • BS, Healthcare Administration, Southern Illinois University and MBA, Webster University. MPS, Professional Studies in Education, Capella University.
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R.S. (Silver Spring, MD)

Legislative Affairs and Communications Specialist with 18 years of experience advising C-level executives on government and legislative affairs and providing internal communications support to government clients. Communications Specialist for small government contractor (2012-present), where he has been detailed to 5 contract,. Currently pro [...]

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  • Legislative Affairs and Communications Specialist with 18 years of experience advising C-level executives on government and legislative affairs and providing internal communications support to government clients.
  • Communications Specialist for small government contractor (2012-present), where he has been detailed to 5 contract,. Currently providing internal communications support to DHS, writing reports to support multi-billion dollar acquisitions, analyzing and reporting on conditions of agency processes, and creating and implementing plans to correct deficiencies.
  • Principal Advisor to CEO of woman-owned small business in the I.T. solutions space (2008-2011). Led three-year multi-pronged, multi-media campaign targeted at the federal executive and legislative branches and resulting in rescue of company’s most lucrative contract.
  • Legislative Affairs Advisor at Booz Allen Hamilton (2006-2008). Provided congressional affairs support to DHS Under Secretary for Science & Technology. Created strategic communications plans for groundbreaking of 2 national labs and maintained relationships with members of Congress and congressional staff.
  • Retired from U.S. Coast Guard in 2006 after serving 3 years as Deputy Director, Office of Congressional Affairs. Supervised 25 legislative liaisons, advised the Commandant and other senior leaders on legislative and regulatory initiatives and reported on congressional and political developments.
  • MBA from Columbia University and B.S. from the U.S. Coast Guard Academy.
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C.R. (Woburn, MA)

A Harvard Fellow and a graduate of Babson College. She has a degree in Entrepreneurship and Marketing, which has provided a proven track record of helping entrepreneurial companies realize their vision. She has thrived when immersed in new industries and has experience in Banking, Education, Software, Telecomm, Nanotechnology, Recruiting, and Healt [...]

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A Harvard Fellow and a graduate of Babson College. She has a degree in Entrepreneurship and Marketing, which has provided a proven track record of helping entrepreneurial companies realize their vision. She has thrived when immersed in new industries and has experience in Banking, Education, Software, Telecomm, Nanotechnology, Recruiting, and Health. She has also relocated 8 companies, mostly to Boston proper. Her expertise in business design stems from her commitment to innovation and ability to reveal company needs by partnering with internal, as well as external clients. She has primarily built operational departments in the last 20 years – to include HR, benefits, recruiting, state-specific compliance, training, finance, budgeting, payroll, and legal. C.R. has most recently been consulting for a variety of companies – including Sibilance, Mavenir, and BCBS. She recruited C-level candidates for focus groups and other marketing projects. Starting in 2015, C.R. managed 8 employees and hired 6 additional Veterinary Compounding Pharmacy team members, as she expanded to an additional 9 states and 7 days a week with a business increase of 55% in the first year and 78% YOY for 2018. Between 2009 and 2014, she established an additional line of business for a marketing firm by recruiting employees (10, in different states and countries) for an ATT project. This produced an additional $4M revenue per year. She extended this solution to Santander Bank, which produced an additional $1M per year. She is proficient in Apple and PC environments (Word, Excel, Powerpoint, and Access), is certified in HRIS (Kronos, ADP, and Paychex), and an expert in QuickBooks. Fluent in Spanish and English.

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J.S. (Vienna, VA)

Family Law Attorney with a background (6+ years) in commercial litigation and transactions. Well versed in all areas of the litigation process, including drafting pleadings and motions, propounding discovery, taking and defending depositions, preparing exhibits, arguing motions and conducting trials. Currently handles cases involving spousal [...]

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  • Family Law Attorney with a background (6+ years) in commercial litigation and transactions. Well versed in all areas of the litigation process, including drafting pleadings and motions, propounding discovery, taking and defending depositions, preparing exhibits, arguing motions and conducting trials.
  • Currently handles cases involving spousal and child support, custody and visitation, and equitable distribution, which includes tracing of separate property interests, business valuations and retirement issues.
  • Served as Court Appointed Special Advocate for abused and neglected children in Fairfax County.
  • Litigated construction, community association and breach of contract matters. Also performed transactional work, such as drafting entity formation documents, employment agreements, community association covenants and settlement agreements.
  • D. from George Washington University and a B.A. from Michigan State University. Proficient in MS Office Suite, Adobe, and LexisNexis.
  • Licensed in VA and DC. Member of the Fairfax Bar Association, Virginia Women Attorneys Association, and Family Law Section of the Virginia State Bar.
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N.M. (Gainesville, VA)

Customer Service and Account Management professional with experience in software engineering, project management, and technical infrastructure. N.M. has held roles in which she has contributed to the growth of the client base growth and technical success of the companies for which she worked. For the past 5 years, N.M. has worked at a small Financ [...]

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Customer Service and Account Management professional with experience in software engineering, project management, and technical infrastructure. N.M. has held roles in which she has contributed to the growth of the client base growth and technical success of the companies for which she worked. For the past 5 years, N.M. has worked at a small Financial Management firm, being promoted to her current role of Client Service Specialist responsible for all aspects of client interaction and  onboarding, financial advisors’ schedule management, and monitoring and maintenance of both  the firm’s Salesforce CRMs. Prior to the promotion, N.M. worked as an Administrative and  Technical Assistant where she helped the growing firm identify and establish a new Sales CRM and website, hire additional employees, and support an increasing customer base. From 2011- 2014, N.M. worked as the Director of Information and Administrative Services at the firm’s sister company in the publishing industry. In this role, N.M. performed a variety of duties ranging from coordinating the activities of technical/compliance professionals, performing electronic and manual quality assurance checks  and office administrative duties. She began her career as a Software Developer. She has a Bachelor’s from Clarkson University in Electrical and Computer Engineering.

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E.S. (Washington, DC)

E.S. has 15+ year of financial analysis, business operations, and business development experience for both a mid-size private company and a large publicly traded financial institution. After a brief career sabbatical, she is looking to add value to a mission-driven company and brings expertise business process improvement, financial analysis and mo [...]

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E.S. has 15+ year of financial analysis, business operations, and business development experience for both a mid-size private company and a large publicly traded financial institution. After a brief career sabbatical, she is looking to add value to a mission-driven company and brings expertise business process improvement, financial analysis and modeling, budgeting, market research, feasibility analysis, contracts management, and corporate due diligence. From 2011-2019, E.S. held progressively responsible roles with a large commercial bank. She analyzed the financial and operational performance of middle market ($50MM-$1B) for-profit and non-profit organizations, developing relationships with C-suite external clients and internal partners. She also led a regional internal consultancy across 4 states and 8 lending offices, focusing on business development and using market and financial analytics to make sales conversation meaningful. E.S. received “Shared Success” and “Positive Participator” awards in recognition of teamwork, partnership and best practice dissemination. From 2002-2010, E.S. was Development Specialist/Business Analyst with Bojangles’ Restaurants, a 500+ franchise restaurant development company, with responsibilities over M&A due diligence, franchise and lease contracts management, business process improvement, financial and operational analysis, budgeting, corporate governance, intellectual property protection, and regulatory compliance. E.S. was again recognized by senior management for facilitating due diligence related to corporate acquisition by a private equity firm and increasing efficiencies through development and implementation of a contracts management/reporting system to support real-time factual decision making. E.S. holds an MBA from the University of North Carolina at Charlotte and MS in International Business from Peter the Great St. Petersburg Polytechnic University. She is bilingual in English and Russian.

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M.L. (Wellesley, MA)

Communications professional with 10+ years of writing experience in both financial services and non-profit healthcare. Her writing has been customer service focused to aid in the consumer experience both online and in telephone interactions. For the past year and a half, M.L. has worked at a national market research company as a phone recruiter for [...]

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Communications professional with 10+ years of writing experience in both financial services and non-profit healthcare. Her writing has been customer service focused to aid in the consumer experience both online and in telephone interactions. For the past year and a half, M.L. has worked at a national market research company as a phone recruiter for focus groups. Prior to leaving the workforce, M.L. worked at Tufts Health Plan from 2005-2011 as a Senior Documentation Specialist. In this communications role, she authored and edited articles daily for the Member and Provider Services call centers’ Website. She also created comprehensive training documents that described business processes to train staff. Prior to this, M.L. worked at Bank of America for two years (2002-2004) as a marketing specialist as well as a product associate. In these roles, she managed online banking projects, created new content for the award-winning online banking site, and managed vendor relationships for Quicken and Money customers. M.L. is highly skilled in Microsoft Office products. She has an M.B.A from Babson College and a Bachelors from Hamilton College.

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S.E. (Lexington, MA)

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 var [...]

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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).

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R.H. (Fairfax, VA)

R.H. has 20+ years of experience in risk examination and management, audit (regulatory and operational), and process improvement in the financial services and banking industries. From 2015-2019 she was a Payments Risk Exam Manager at  Elavon-US Bank. From 2010-2015 she was VP of Regulatory Examinations at BNP Paribas in NY, where she provided lead [...]

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R.H. has 20+ years of experience in risk examination and management, audit (regulatory and operational), and process improvement in the financial services and banking industries. From 2015-2019 she was a Payments Risk Exam Manager at  Elavon-US Bank. From 2010-2015 she was VP of Regulatory Examinations at BNP Paribas in NY, where she provided leadership and project management expertise for internal and external regulatory examinations and audits conducted by banking and securities regulators (FINRA, SEC, etc.). From 2006-2010 she was VP of Corporate Audit at Bank of America/Merrill Lynch. She started her career at FINRA, where she gained experience in conducting regulatory examinations and internal audits of domestic broker dealers and international investment banks. She is proficient in MS Office (Exchange, Word, Excel, PowerPoint), SharePoint, Archer, and proprietary financial services software. R.H. has an MBA with Honors from Long Island University. 

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J.L. (Andover, MA)

Management professional with 20+ years of experience in areas including retail, finance, and compliance. For the past 3 years, she led complex programs to develop and improve compliance capabilities, including compliance policy frameworks and integration of compliance standards and controls in operations. From 2005-2015, she worked at a national ba [...]

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Management professional with 20+ years of experience in areas including retail, finance, and compliance. For the past 3 years, she led complex programs to develop and improve compliance capabilities, including compliance policy frameworks and integration of compliance standards and controls in operations. From 2005-2015, she worked at a national bank where she was promoted 6 times up to the level of VP/area manager in charge of 5 stores and over 100 employees. Before that, J.L. worked in finance at State Street in London from 2001-2005, sales in Singapore from 1997-2001, and sales in NYC from 1993-1997. She has a Masters in Ethics and Compliance from the New England College of Business and Finance, a Bachelors in International Business Management from Bentley College and is an ITAR/EAR Accredited Export Professional from Export Compliance Training Institute.

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C.D. (Arlington, MA)

Scientist with 15+ years of experience in the biomedical research area. She worked several years as a postdoctoral scientist in academia followed by 4 years of experience in the biotechnology industry, ranging from bench scientist to managing a lab with a small team of scientists. Her industry experience has been in the field of assay development u [...]

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Scientist with 15+ years of experience in the biomedical research area. She worked several years as a postdoctoral scientist in academia followed by 4 years of experience in the biotechnology industry, ranging from bench scientist to managing a lab with a small team of scientists. Her industry experience has been in the field of assay development utilizing diverse technological platforms. She has also recently become a scientific reviewer of scientific technical documents translated to Spanish for a national nonprofit organization. C.D. has a Ph.D. in Biochemistry from University of Buenos Aires.

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B.K.S. (Hopkinton, MA)

Experienced professional with varied lab experience as a Chemist and Hazard Review Specialist for different companies as well as academic lab research while pursuing her undergraduate and Master's degree. B.K.S. is trained in several areas of lab safety including: OSHA, EPA, RCRA, DOT, and NFPA. In her most recent position, she worked as a Hazard R [...]

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Experienced professional with varied lab experience as a Chemist and Hazard Review Specialist for different companies as well as academic lab research while pursuing her undergraduate and Master’s degree. B.K.S. is trained in several areas of lab safety including: OSHA, EPA, RCRA, DOT, and NFPA. In her most recent position, she worked as a Hazard Review Specialist at WERCS Professional Services. In this role, she ensured the formulations of chemical containing retail products were evaluated against various safety standards for several retail companies, including Walmart, Target and pharmaceutical companies. As a Contract Chemist at GE Global Research Center, B.K.S. developed testing and methods to improve wind blade coatings and nanotechnology for wind turbines.  She worked as an Assurance Chemist for Sumitomo Bakelite Singapore supporting the manufacturing of epoxy and managing 15 technicians. In this role, she also maintained Quality Systems and performed in house audits. While pursuing her Master’s degree in Chemistry, B.K.S. worked as a Teaching Assistant performing graduate level lab research. She has a BS in Chemistry and Microbiology from the National University of Singapore and a Master’s in Chemistry from the University of Maryland.

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T.M. (Lexington, MA)

T.M. has 15 years of experience helping companies organize projects, product roadmaps, teams and data. At her most recent company, a well-known beverage company, she used project management tools to turn a disorganized, haphazard new product introduction process into a streamlined, predictable one. Prior to that, she worked for a large technology c [...]

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T.M. has 15 years of experience helping companies organize projects, product roadmaps, teams and data. At her most recent company, a well-known beverage company, she used project management tools to turn a disorganized, haphazard new product introduction process into a streamlined, predictable one. Prior to that, she worked for a large technology company managing software upgrades and serving as a liaison between the technical and non-technical teams. T.M. loves to implement needed structure and organization using project management tools and Excel. She has applied her organizing skills to things as obscure as ideas – by designing a strategy and project plan to turn an idea into a reality — or as concrete as employee metrics — by creating an Excel-based graphical dashboard. T.M. is proficient with the Microsoft Office suite of tools and particularly enjoys Excel-based work. She holds an M.B.A. from Indiana University and a Bachelor’s degree from Vanderbilt University.

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D.M. (McLean, VA)

D.M. (McLean, VA) has 50+ years of diversified business experience, which offers potential solutions to interim business needs – (Partner with Ernst & Young, CFO and CEO of a $60 million import/export company, founder and CEO of a $7 million import/export company, and founder of a vibrant business advisory practice). In his business advis [...]

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D.M. (McLean, VA) has 50+ years of diversified business experience, which offers potential solutions to interim business needs – (Partner with Ernst & Young, CFO and CEO of a $60 million import/export company, founder and CEO of a $7 million import/export company, and founder of a vibrant business advisory practice). In his business advisory practice, D.M. currently helps small business owners start,
grow and exit their businesses. Prior to this, in 2000 D.M. purchased the inventory for one product line from his former company, cut his own deal with the Japanese supplier and founded an import/export company, growing it from one product line ($3 million annual sales) to 5 product lines ($7 million annual sales) in 5 years. D.M. sold the business in 2005 to start his business advisory practice. In 1990 D.M.
became the CFO (and later CEO) of a $30 million import/export business, which doubled in size during his time with the company. The owner died in 1999 requiring D.M. to liquidate the company in a timely fashion for the benefit of the owner’s wife. At Ernst & Young, from 1961 to 1990, D.M. served a diversified audit client base working through the ranks from staff accountant to Partner. He has a Bachelors in Finance and Accounting from California State University at Los Angeles and is a CPA.

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E.R. (Dedham, MA)

E.R. has ten years of nonprofit experience, including four in a managerial capacity, communicating with top-level donors, streamlining procedures, compiling data to inform key financial decisions, and ensuring the integrity of a complex database. She was employed by a top arts organization in the Boston area from 2008 to 2018, earning three promoti [...]

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E.R. has ten years of nonprofit experience, including four in a managerial capacity, communicating with top-level donors, streamlining procedures, compiling data to inform key financial decisions, and ensuring the integrity of a complex database. She was employed by a top arts organization in the Boston area from 2008 to 2018, earning three promotions during that time. Most recently, she was tasked with maintaining the accuracy of 24,000+ gift transactions, regular reporting of fundraising progress ($40+ million annually), adherence to accounting rules and guidelines, and database and Excel training for her department. She collaborated with outside departments such as finance, IT, and marketing to address operational inefficiencies and to devise, implement, and enforce improvements to processes such as gift designation standards and database management. Prior to this role, she was the organization’s bequest program manager. She facilitated gift commitments from donors, executed marketing and prospecting tactics, and prepared materials for board committee meetings. She is proficient in the Microsoft Office Suite and Tessitura (CRM software), and comfortable with G Suite. She holds an MBA and a BA in English and Political Science, both from Boston College.

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F.G. (Oakton, VA)

F.G. is a seasoned writer and editor with a strong legislative background and expertise in research and analysis. After leaving college to serve as one of the youngest Congressional Chief of Staffs in the 1980s, F.G. has dedicated his career to writing and editing. He has edited Capitol Hill newsletters and written about fiscal policy, banking, oth [...]

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F.G. is a seasoned writer and editor with a strong legislative background and expertise in research and analysis. After leaving college to serve as one of the youngest Congressional Chief of Staffs in the 1980s, F.G. has dedicated his career to writing and editing. He has edited Capitol Hill newsletters and written about fiscal policy, banking, other democracies, and female entrepreneurship. In 2004 he founded ExactingEditor.com to provide writing and editing support to innovative nonfiction writers. In 2016, he created, edited, and co-produced with 6 associates a published book on the post-1970s Congress, with a 2018 edition now in the works. From 2002-2007, F.G. was Publications Director for the Institute that ran planning sessions for the GOP Members of the U.S. House. During 1996-99, he directed technology policy analysis for a think tank where he remains a Senior Fellow. Primary Skills are text editing, audio production (oral histories), in-depth interviewing, legislative analysis, deadline-management, and historical perspective.

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C. M. (Falls Church, VA)

C.M. has 28 years of copyediting, proofreading, transcription, data entry, desktop publishing, and administrative assistant experience with small and large companies and government contractors. Her most recent job (which ended because her boss retired) was 10 years as Office Manager for a small education consulting company (staff of 3) where her ma [...]

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C.M. has 28 years of copyediting, proofreading, transcription, data entry, desktop publishing, and administrative assistant experience with small and large companies and government contractors. Her most recent job (which ended because her boss retired) was 10 years as Office Manager for a small education consulting company (staff of 3) where her main duties were transcribing and editing stories for a monthly newsletter (some research), editing marketing communications, as well as administrative duties of maintaining the client database (data entry), time sheets, expense reports, issuing invoices, and booking travel. From 1997-2001, she worked as a contractor for ASE, a subsidiary of Booz-Allen & Hamilton on a Department of Defense contract as part of a team that produced 800-page annual reports to Congress, as well as brochures, fact sheets, and guides. Prior to this, she was the Graphics/Marketing Coordinator for Randstad Staffing Services in Atlanta, GA where she helped produce newsletters, recruiting flyers, manuals, guidebooks, and slide presentations, and helped to provide temporary workers for the 1996 Olympics. She worked for another government contractor in Virginia from 1990-1992 as part of a fast-paced visual information production center at the Pentagon creating briefing and scheduling charts, as well as helping with marketing materials and proposals for the company. C.M.’s first job out of college was with Circuit City headquarters in Richmond, VA where she created and maintained graphic layouts and merchandising strategies of store displays. Working on a variety of projects ranging from small newsletters to large manuals that took a year to put together, she is used to detail-oriented work with deadlines. Her experience includes some writing, but her strongest skills are copyediting, proofreading, transcription (typing 70 wpm), data entry, and administrative skills. She has a B.A. in Journalism/English minor from Lynchburg College.

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A.H. (Falls Church, VA)

A.H. has 10+ years of experience as an in-house General Counsel and executive-level officer for public and private biotech and consumer products companies.  From 2011-2013, she served as General Counsel for a private, early-stage nanotechnology company.  From 1998-2010, she served as EVP, General Counsel, and Director at PHLO Corporation and Affi [...]

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A.H. has 10+ years of experience as an in-house General Counsel and executive-level officer for public and private biotech and consumer products companies.  From 2011-2013, she served as General Counsel for a private, early-stage nanotechnology company.  From 1998-2010, she served as EVP, General Counsel, and Director at PHLO Corporation and Affiliates, a public biotechnology company working within the beverage industry.  In both roles, she was responsible for all of the legal affairs for early-stage ventures, including drafting and negotiating a wide variety of contracts, raising capital, supervising outside counsel (intellectual property, regulatory, and litigation matters), handling corporate governance, and overseeing extraordinary transactions (mergers & acquisitions).  Her experience has given her the dual, sometimes conflicting, perspectives of attorney and business owner.  Recently, to achieve a more flexible schedule, A.H. has engaged in short-term, legal project work, including drafting and negotiating corporate documents for a law firm, SunEdison, and the Advisory Board Company.  She also served as Contract Author for Thomson Reuters Westlaw, drafting legal content for its online Business Law Advisor.  A.H. began her legal career practicing corporate transactional law and international trade policy at two law firms in Washington, DC.  She is a member of the DC Bar.  She has a BA from New York University and a JD from Georgetown University Law Center.

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