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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 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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