FAQs
- What is your typical process for working with a new customer?
When revising documentation, I like to take a first look at the material and provide you a general idea of how I would proceed. From there, we can discuss your goals for the material, what your 'voice' should sound like, and how you want to present the final product. I will then provide you with an invoice via PayPal for the expected total. No further work will be done without consulting the client, once that initial deposit is exhausted. I present you a draft of the document for approval, and once finalized, you will receive both a PDF and Word document version of the work.
- What education and/or training do you have that relates to your work?
I have a Bachelor's degree in business, with a Finance concentration. Since entering the banking world nearly twenty years ago, I have also obtained certifications in Vendor Program Management and the COSO system of Internal Controls. My other work experience includes Human Resources and Inside Sales. In many of these settings, I have crafted internal company policies and procedures. I have participated in public regulatory comment periods, and assisted individuals with developing their own professional voices.
- What types of customers have you worked with?
Colleagues, college students, financial institution leadership teams.