Summary
Experienced award-winning writer/editor, publisher, publicist and educator with over 25 years experience in the financial field as an investment advisor for institutional and retail accounts.
Licenses and Certifications
Investment Adviser Representative (Series 65 – FINRA)
Editing, Writing and Publishing Employment/Experience
2010 to Present Co-founder/Editor in Chief, Our Wonderful World Media & Entertainment, Inc.,
West Palm Beach, FL
¯ Manages editorial staff of writers, photographers and graphic artists for high-end website
¯ Maintains editorial calendar and edits all content for technical/grammatical accuracy
¯ Co-supervises advertising sales team
2009 to 2010 Director of Public Relations, Sprouts!, Inc., West Palm Beach, FL
¯ Wrote press releases/arranged print/radio/TV interviews for a leading manufacturer of recycled, handmade, seed paper promotional products
¯ Helped Sprouts achieve recognition as the 2009 Northern Palm Beach County Chamber of Commerce Small Business of the Year and 2010 U.S. Chamber of Commerce Top 25 Free Enterprise Small Businesses in the Nation. During this time, Sprouts also received Letters of Commendation from U.S. Sen. Mel Martinez (FL) and Florida State Representative Carl Domino for the company’s charitable efforts and support of environmental education.
2007 to 2009 Editor in Chief/Co-Publisher, PBG Lifestyle Magazine, Stuart, FL
¯ Developed/assigned stories and supervised all aspects of production
¯ Managed editorial staff of freelance writers, photographers and graphic artists
¯ Edited magazine for technical and grammatical accuracy
¯ Engaged in direct advertising sales with businesses and agencies
2005 to 2007 Managing Editor, Kettley Publishing (now Advisys), Newport Beach, CA
¯ Coordinated entire editorial process and managed a team of staff/freelance writers and graphic artists for a leading financial services e-publishing company in the highly competitive Los Angeles/Orange County metropolitan area
¯ Supervised new product development/special projects (computer software and video production)
¯ Coordinated review process with the NASD for all securities-related Kettley material and worked closely with the compliance departments of several Fortune 100 financial services firms
2005 to 2007 Editor in Chief, The Local Buzz Magazine, Port St. Lucie, FL
¯ Developed story ideas and coordinated layout with graphic designer
¯ Managed editorial and freelance staff in addition to coordinating a five-person sales team
¯ Organized articles and features, edited magazine for technical and grammatical accuracy
¯ Feature Story writer, Entertainment critic and Political columnist
2005 to 2007 Executive Editor, Space Coast Chronicle, Melbourne, FL
¯ Developed story ideas and coordinated layout with graphic designer
¯ Managed editorial and freelance staff
¯ Organized articles and features, edited magazine for technical and grammatical accuracy
¯ Cover/Feature Story writer, Entertainment critic, and Political columnist
1998 to Present Freelance Writer/Editor: Miles Media Group; StartupNation; Canvas; Boca Life; Palm Beacher; Jupiter Magazine; Stuart Magazine; Vero Life; Vero Beach Magazine; Laguna Life & People; PI Magazine; Hometown News; Treasure Coast Parenting; Space Coast Parenting, Boomerz Magazine
Financial and Investment Employment/Experience
2005 to Present Vice President/Investment Strategist, Eckhouse Kulman, Boca Raton, FL
¯ Managed individual portfolios for high-net-worth clients on a wrap-fee basis
2003 to 2005 Investment Advisor, Summit Brokerage, Vero Beach, FL
¯ Managed individual portfolios for individual and corporate accounts on a wrap-fee basis
2001 to 2003 Vice President, Wachovia Securities, Port St. Lucie, FL
¯ Coordinator and Supervisor of Investments for a five-member Series 6 and Series 7 sales team
1995 to 2001 Associate Vice President, Prudential Securities, Vero Beach, FL
¯ Handled accounts of all sizes on both a fee and commission basis
1994 to 1995 Vice President, Seacoast National Bank, Vero Beach, FL
¯ Managed/supervised all brokerage operations for two bank branches
1990 to 1994 Financial Advisor, Prudential Securities, Vero Beach, FL
¯ Financial Advisor for institutional and retail accounts of varying size
1983 to 1990 Securities Broker, Dean Witter Reynolds, Vero Beach, FL
¯ Financial Advisor for institutional and retail accounts of varying size
1979 to 1983 Securities Broker, Merrill Lynch & Co., Orlando/Vero Beach, FL
¯ Financial Advisor for institutional and retail accounts of varying size
Other Experience
2009 to 2011 Co-Founder/Marketing Director, Theatre Orchestra of Florida, LLC, Palm Beach, FL
¯ Engaged in all aspects of concert promotion and organization for high-end, adult contemporary/crossover classical production company
2008 to 2009 Talk-Show Host, WSVU SeaView Radio FM 95.9/AM 960, Palm Beach Gardens, FL
¯ Co-produced/hosted weekly Arts & Entertainment show, Celebrity Spotlight
2004 Investigator/Researcher, Florida Nineteenth Judicial Circuit, Fort Pierce, FL
¯ Worked with nationally-acclaimed Brandon Perron as an Investigator for the Public Defender’s Office to interview defendants and witnesses as well as crime scene investigation/reporting
2003 to 2005 Talk-Show Co-Host/Advertising Consultant, Rhett Palmer Live, Vero Beach, FL
¯ Co-host for the most popular daytime talk-radio show on Florida’s Treasure Coast
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Education
Master of Arts – History (Western Hemisphere), University of Central Florida, Orlando, FL GPA 3.89
Bachelor of Business Administration – Finance, Stetson University, Deland, FL
Awards/Commendations
Phi Alpha Theta — International History Fraternity (2001)
Florida Magazine Association — Excellence in Writing Bronze Award (1999)
Citizenship
United States, British and Canadian Citizenship/Passport Holder