Isabelle Verdini

Freelance Copywriter & Press Release Writer

Location:Brooklyn, New York, United States
2 Skills
Isabelle Verdini

Summary of Accomplishments
• Streamlined Process for Communications and Marketing to meet market demands
• Research and Analytical skills used to resolve cost benefit analysis for compliance and marketing
• Collaborative Manager who brought business units together to resolve Complex Issues and Crises
• Planning and Administration skills used for regulators saved the firm thousands of dollars in fines

Core Qualifications
• Professional writing and editing skills for producing successful marketing materials. Excellent understanding of marketing audiences and how to communicate appropriately. Able to effectively communicate complex messages into understandable, straightforward prose
• Strong analytical and research skills utilized for the following: to assess training requirements for firm employees for regulators; identify marketing strategies and regulatory reports for management
• Team player whose successfully managed competing constituencies and produced a viable consensus
• Think “Outside the Box” used to successfully solve problems and find new solutions within prescribed deadlines

Professional Experience-Nonprofit

February 2013 - present A Free Bird ™ Brooklyn, NY
New non-profit organization that provides children diagnosed with cancer a chance to explore their artistic passion, giving them the strength and the power to fight their disease.
• Managing and overseeing Program development
• Launching national fundraising campaign for programs
• Writing Code of Conduct Policy
• Design marketing campaign for special events

Professional Experience – Business

2009 –2012 Barclays Wealth & Investment Management, Compliance New York, NY
• Successfully created and managed centralized review and approval of sales materials for generating new business
• Developed and implemented Barclays Wealth Communications Policy and the Barclays Wealth disclaimer library
• Facilitated the firm’s Cross Border Travel to enable successful overseas business
• Developed, created and planned the Annual Compliance Meeting for 2010 and 2011 for 1000 employees
• Managed and approved Outside Affiliations and Investments and Training Needs Assessment/Annual Compliance Meeting
• Successfully monitored and tracked all mandatory training for firm employees, increasing firm’s compliance with regulators
• Counseled and advised branches in the US on firm policies, enabling them to generate more business for the firm

2003-2009 TIAA-CREF, Marketing Department New York, NY
• Edited, proofread and rewrote all sales and advertising material to ensure the material met the quality assurance standards for the successful sale of products and services being offered
• Approved sales and advertising material before public release to generate new business
• Compliance Liaison between Marketing and the Marketing Review Unit to establish compliance guidelines for TIAA-CREF’s marketing materials. Identified compliance issues that the writers had in their marketing materials. Helped establish and rewrite new disclosure language, ensured fair and balanced writing for sales and advertising material, and assisted in resolving compliance issues
• Updated the legal disclosure language for the firm’s Editorial Style Guide

1995-2002 Citigroup Salomon Smith Barney, Equity Research New York, NY
• As the director of communications for Salomon Smith Barney conferences and its market information group, prepared and edited global alerts of company presentations. Responsible for the electronic delivery to sales and trading and the submission of notes for institutional and retail clients. Improved and shortened time of communications to pre-empt any market price gyrations
• Supervised initiation of coverage for all of the firm’s new equity analysts working with supervisory analysts, compliance officers, as well as the market information group. Prepared analysts for stock steering committee presentations, which encompassed designing, editing, and preparing the analysts’ presentations; ensuring all compliance rules and regulations were met; editing presentations and reports; updating financial data; and submitting notes for initiation
• Edited, designed, and formatted conference books for all equity research conferences. Responsible for compiling company descriptions and speaker biographies and for updating financial data. Also edited/formatted research reports for all industries

Education 1972-1976 Rutgers University, Douglass College New Brunswick, NJ
B.A./American Studies
Skills Microsoft Word, Excel, PowerPoint; Adobe Acrobat; Bloomberg.
Profile View my professional profile on LinkedIn.
FINRA Registrations Series 7, 63, 24.