Bobbie Turner

Phone: 303.470.1088

EXPERIENCE

Bobbie Turner Consulting
Freelance Writer, New York and Denver (2002-present)

  • Provide freelance writing to some of the financial services industry's top firms including Goldman Sachs, Bear Stearns, AIG, Citigroup, Northern Trust and Alliance Capital.
  • Projects have included capabilities brochures, market commentaries, mutual fund shareholder reports, Section 529 college savings plan collateral, investor education materials, sales presentations, prospecting letters and other asset management marketing materials.

Salomon Smith Barney Inc.
Marketing Manager, New York (1999-2001)

  • Wrote and edited a variety of marketing materials including product brochures, prospecting letters, PowerPoint presentations, lead-generation postcards, newsletter articles and statement inserts.
  • Launched SSB's first Section 529 College Savings Plans: Scholars Choice (Colorado) and Bright Start (Illinois). Wrote all marketing collateral supporting these campaigns.
  • Developed campaign materials for SSB's first 529 program, Scholars Choice, within a 10-week timeframe to meet client's deadline.
  • Interviewed fund managers and wrote market commentaries for the SSB website, as well as for shareholder reports and other print collateral.
  • Wrote marketing materials supporting Salomon Brothers Asset Management's "value added" initiatives.
  • Collaborated with colleagues in graphic design, compliance, legal and other departments within Citigroup to ensure the quality, effectiveness and NASD regulatory approval of all marketing materials.

The Chase Manhattan Bank
Corporate Finance Associate, New York and London (1997-1998)

As part of Chase's MBA training program, rotated through several different businesses. Accomplishments:

  • Led the private bank's initiative to securitize $2.5 billion in loans. Managed all aspects of the transaction, including structuring, presenting the deal to the rating agencies, conducting due diligence, etc.
  • Performed fundamental equity research for the Chase Vista Funds; wrote investment recommendations summarizing findings and presented these to portfolio managers on a regular basis.
  • Participated on deal teams to develop financing solutions for multinational corporate finance clients.

Second Vice President, Marketing & Communications, New York (1995-1996)

  • Edited Global Markets Update, Chase's weekly newsletter on activity in the Foreign Exchange, Derivative and Capital Markets businesses.
  • Wrote and managed production of marketing materials such as press releases, tombstone advertisements, client conference materials and executive announcements for the above businesses.
  • Wrote, edited and managed production of corporate-wide newsletter, Chase Business.

Scudder, Stevens & Clark, Inc.
Assistant Vice President, Marketing, New York (1993-1994)

  • Wrote responses to RFPs, marketing Scudder’s investment management capabilities to prospective institutional clients.
  • Created a wide range of marketing materials to support Scudder's sales force.

CS First Boston Corp. and UBS Securities, Inc.
Assistant Equities Analyst, New York (1992)

  • Assisted Institutional Investor's third-ranked oil & natural gas analyst in performing fundamental sell-side research.
  • Helped create and maintain earnings projection models for several domestic oil & natural gas companies.
  • Researched industry trends in order to determine the impact on the companies we covered.

Scudder, Stevens & Clark, Inc.
Registered Representative, Japan Fund Specialist, Boston (1988-1991)

  • Responded to shareholder inquiries about mutual fund performance and investment strategies.
  • Wrote internal newsletter describing impact of global economic and political events on the Japanese stock market.

EDUCATION

New York University, Leonard N. Stern School of Business
M.B.A., Emphasis in Marketing and Finance, May 1996. Cumulative GPA 3.4.

Bucknell University, Lewisburg, PA
B.A., Major in Economics, May 1988. Semester in London, Fall 1986.

ADDITIONAL INFORMATION

  • Securities licenses achieved: Series 6, 7 and 63.
  • Active member of the International Association of Business Communicators (IABC).
  • Proficient in Microsoft® Office Suite.