PROFILE

22 years experience supporting successful sales teams communicate effectively and win business. Specializing in high level, critical sales communication including technical and business proposal writing and design, oral presentations, and white papers.

Proven proposal leadership bringing marketing strategies from concept tocontract wins. Member of the Association of Proposal Management Professionals and the New York Financial Writers Association, proficient in Pragmatech (now Kadient) proposal software.

Industry Sector Experience: Information Technology -12 years: Healthcare, Legal and Insurance -7 years: Banking and Finance - 6 years: Government: 5 years.

Skills: Proven team building, communication, and subject matter expert management. Specific skills include: project and team management; strategic planning and bid decision management; identifying, capturing, and writing content; database design and development; Pragmatech™ Information Management Software, Shipley™ Proposal Management Methodology, Microsoft Office, Excel, Visio, and multiple online meeting products.

Current Contract: Hedge Fund consulting firm specializing in Public Employee Retirement Systems (PERS) services. Developed a proprietary proposal system for Alternative Investment firms submitting investment proposals to PERS.

EXPERIENCE

2001 - 2007

Proposal manager, writer, designer, and developer: writing proposals, creating new proposal systems and databases for sales support, training, and marketing collateral. Quantitative improvements in processes, win rates, and production efficiency on each contract. Specializing in Kadient (Pragmatech) and Shipley proposal management methods. Currently seeking APMP Foundation level certification.

• Proposal Process Manager – qualification, strategy, project manager, writer coordination
• Proposal Writer – message strategy, vision negotiation, editing
• Pragmatech Developer – database creation and management
• Knowledgebase Editor – identifying, managing, and editing content
• Subject Matter Expert Coordinator - SME team management
• Sales Support Trainer– proposal writing, software training- remote and classroom

Clients:

2006 – 2007
2007
2007
2007
2006 – 2007
2006
2006
2006
2006
2006
2006
2003 – 2006
2005 – 2006
2006
2005
2004 – 2005
2003 – 2004
2002

Strategic Proposals NY
Analytical Solutions CA
Wausau WI
EDS TX
DPR, LLC DC
DHL FL
Citigroup NY
Royal Bank of Scotland NY
Citibank NY
MedQuist GA
Pragmatech NH
Prudential Relocation NY
RE/MAX Relocation CO
RightNow Technologies MN
Weichart Corporation NJ
Unica Corporation MA
Uniscribe Corporation CT
US State Department MD

2000 - 2001        Marketing Communication Specialist - Online Banking Software

Pitney Bowes Stamford, Connecticut

Captured and managed content for docSense online banking/insurance software division Website - including sales training, marketing, and proposal information; for complex digital document solutions and online banking/insurance software products. Introduced new technologies and strategies for using the Internet to effectively educate sales teams and customers.

• Cigna and Bank of America – educated account teams on HIPAA compliance system
• Designed and delivered a corporate learning pilot project plan to test a business model prior to full scale roll out and program investment
• Produced and managed online learning/training program for customer technical training creating revenue opportunities and reducing training costs

2000 Editorial Director – Senior Citizen Marketing

The Senior Network Stamford, Connecticut

• Designed and managed production of a 400+ page Website for Fortune 500 clientele -marketing to senior citizens
• Managed 30+ content providers and four programmers. Worked closely with ad sales and corporate clients on content development, advertising tracking and effectiveness

1996 - 2000 Knowledge Base Developer and Content Management

ConnLife, Inc. Stamford, Connecticut

• Advertised editorial/feature content to generate online sales revenue
• Primary Clients: Cigna, Phoenix, Travelers, Swiss Bank (now UBS)
• Edited, designed, and produced a 200+ page monthly web site for Connecticut Tourism and Business Development
• AT&T WebMaster Program
• Worked closely with ad sales on content development, ad tracking, and effectiveness

1986 – 1996 Marketing Communications, Proposal Development

EL Place Communications

• Produced corporate sales training programs, proposal systems, corporate communications presentations, and collateral in print and interactive multimedia formats
• Corporate Clients included Reader's Digest, General Electric, Banker's Trust, Traveler's Insurance, Prodigy, Phoenix Insurance, National Medical Research Corporation
• Wrote and produced Norman Vincent Peale’s 50th annual report for his Foundation for Christian Living

EDUCATION:

00-07   APMP (Association of Proposal Management Professionals) – Certification Pending

• University of Maryland, Masters Program, Distance Education
• Pragmatech Proposal Software – RFP Automation Suite
• Macromedia technical classes: Authorware, Flash FX, DreamWeaver 5
• Pitney Bowes LEAD Program - Leading People, Business and Change
• 1990s - Professional Software and Technical Management: BroadVision, Docent LMS
• AT&T WebMaster Program, Somerville, NJ
• 1980s - University of Phoenix, 18 Credits, Business Management
• University of Colorado, 24 Credits, Business Communications
• Franklin and Marshall College, Lancaster, PA
  Graduated BS - Political Science & English

ADDITIONAL INFORMATION:

• Published Ghostwriter, Screenwriter, Author, and Editor: Raising Athletic Stars; Ted Dance, Offal Great; Shauna Anderson; Marked Card, Mark Silverman; The Happiness Revolution, Blair Lewis; Body of Knowledge, Dr. Robert Moore, At the Mercy of Men; Susan Lamb, You Don’t Know Crazy; Wambui Bahati
• Kent, CT - Board of Education (Elected Position) ;Political Town Committee (Elected Position)

REFERENCES:

Proposal Writing and Management

Testimonials from Clients:

You have gone well beyond the scope of our proposal project. I appreciate your ability to play referee and help us sort out our roles and responsibilities. Thank you very much.
Vance Morosi, Proposal Manager - RightNow Technologies.

I just wanted to let you know that you did an excellent job. I was very impressed with the way you took a bunch of confusing text and moved it into tables as well as the questions that you asked. You are a pleasure to work with. Thank you.
Lisa Rodgers, Proposal Manager – EDS

Thank you for all your efforts. You have gone far beyond the scope of this project in helping us identify the root cause of the database issues. You have fixed a big problem without pointing fingers.
Proposal Manager – Citibank

I can’t tell you how much we appreciate your patience and flexibility.
Leslie Talbot, Content Director – Pragmatech

Thank you for the training session. You deal with difficult situations and personalities very well and I know my team learned a lot.
Ginny Perosi, Proposal Director - MedQuist

You’ve done an excellent job rewriting the database and you have been a pleasure to work with. Thank you.
Jennifer Cestaro, Proposal Manager - Unica Corporation

You are a talented writer and your personality has kept us going during our Internet experiment. Thank you for all you have done.
Herb Moser, President, ConnMart.com

You're an awful person and I wouldn't hire you! HA! All joking aside, if you need a reference, let me know.
Joel Berger – Prudential Relocation