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Work Background
Judi 411: Managing your message with brevity, soul & witJudi 411: Copywriting and Writing Coaching for the Overlooked and Misunderstood
Mar. 2019 - Jul. 2024Medford, MAYour business isn’t static—your message shouldn’t be either.
I help expert-led brands evolve their voice as they grow, pivot, or level up. Whether you're reworking your website, launching a new offer, or finally ready to stop sounding like everyone else, I step in with the words that make it work. I specialize in website copy, thought leadership blogs, email campaigns, and brand messaging that simplify complexity and spotlight your authority. With three decades of experience writing for industries like real estate, finance, law, AI, healthcare, and design, I’m fluent in “complicated.” I translate it into content that connects with real people—and compels them to take action. Need to sound smart and approachable? Strategic and human? That’s where I come in. Let’s make your message unforgettable—and unmistakably yours.
BNY MellonVice President, Regulatory Administration
Mar. 2017 - Jan. 2019Everett, MAThe Regulatory Administration Division of BNYM provides legal administration services for investment advisors. The lion's share of my work at BNYM revolved around coordinating quarterly board meetings, where business, regulatory, and fiduciary matters were discussed and voted upon. * Produced board books containing regulatory and business content for Boards of Directors of mutual funds and exchange-traded funds. * Advised on content management systems for clients seeking large-scale document management. * Contributed articles on regulatory developments to quarterly newsletter distributed to Chief Compliance Officers.
The Project ParalegalOwner Principal
Oct. 2010 - Jan. 2017Greater Boston AreaThe Project Paralegal served as a one-woman operation addressing a specific market need of sole practitioner attorneys: providing high-quality, temporary paralegal services without breaking the bank. * Spearheaded all facets of operations for on-call paralegal service for sole practitioners in litigation, mediation, and real estate. * Managed intake and analysis of financial and/or medical records, researched real estate title issues, and developed strategic legal arguments leading to effective case settlement.
* Drafted subpoenas, demand letters, motions, and interrogatories for personal injury, workers’ compensation, family law, and wrongful foreclosure cases.
Donnelley Financial Solutions (DFIN)Content Editor/Disclosure Management Consultant
Jun. 2006 - Dec. 2017Greater Boston AreaDFIN's content management solutions enable accurate, uniform filings of shareholder communications. As DFIN's first content editor/mapper, I served as the "woman behind the curtain" in populating disclosure content that appeared mutual fund and exchange-traded fund prospectus documentation. * Created architecture for customized disclosure libraries designed to produce shareholder communications for mutual funds and exchange-traded funds. * Collaborated with marketing and legal administration teams to streamline operations and meet regulatory guidelines, resulting in cost savings ranging from 20 to 40 percent.
Fidelity InvestmentsProduct Manager at Legal Product Group (LPG)
Jun. 1999 - Mar. 2005Greater Boston AreaLPG produces mutual fund content that drives shareholder investments in brokerage, retirement, and variable annuity accounts. Product Managers serve as subject-matter experts on how to balance the marketing message with regulatory requirements. * Produced and submitted SEC regulatory filings complementing the launch of new funds, and the registration of existing funds. * Provided comments and insight on marketing communications to meet legal requirements.
* Negotiated with regulators to approve use of an “Annuity Comparison Report,” which ultimately increased deferred annuity sales by 15%.
Thomson ReutersClient Services Manager
Nov. 1993 - Apr. 1999Boston, MassachusettsThomson Reuters is a premier provider of information and data in the business world. My tenure reflects my role as an account executive with Financial Publishing Company, the mortgage-derivative data division acquired by Thomson in 1996, and my subsequent promotion to client services management at Municipal Market Data (MMD). * Managed client service teams providing market data to portfolio managers and accounting teams in several market sectors (mortgage derivatives, money market instruments, municipal bonds). * Developed customized data solutions for quantitative analysts and third-party service providers. * Directed communications with Client Advisory Board to identify and develop market and content opportunities.
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