After spending over 10 years working at major banks, analyzing holdings and reporting on investments for institutional and private wealth clients, I realized that it was time for me to take that insight and share it with the rest of the world as a professional content writer and website consultant.
I am experienced with multiple financial products and asset types, including money markets, insurance, credit instruments, real estate, derivatives, mutual funds, hedge funds, private equity and others. Further, I have written an extensive number of training materials and led process improvement projects for multinational banks.
Working as an assets-under-advisement (AUA), assets-under-management (AUM) analyst gave me the unique responsibility of reviewing account activity and vetting it. I spent thousands of hours working side-by-side with advisors and money managers to ensure I delivered a high level of service every time.
My vision as your finance writer is to offer an analyst’s perspective to your website content that will help you to expand your reach and expertly hone your marketing efforts. Let’s engage your target audience!
-Daniel W. Jones, MBA