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What your peers are saying

Testimonials from the financial services community

“Bobbie is a highly motivated and very capable financial writer. Her willingness and ability to take charge of the Scholars Choice campaign were instrumental to its launch. During her time at Salomon Smith Barney, Bobbie’s mature professionalism helped her meet extremely tight deadlines as well as the high expectations of our clients. She continuously looked for ways to improve the quality and content of materials she worked with.”

Maria Garcia

Vice President and Senior Product Development Manager
CS First Boston

“I’ve worked with Bobbie for several years on a number of projects, relying on her ability to combine her intimate knowledge of financial markets with engaging content. Bobbie is very disciplined and thorough in her approach to every project, which is valuable in bringing things to fruition. Given the pace and demands of my business, it’s an asset to be able to count on someone of her caliber to get the job done right the first time.”

Lee Moran

Global Marketing Executive
LexisNexis

“Bobbie has a unique ability to translate complex financial concepts into easy-to-understand consumer language. She is thoughtful, proactive, and very thorough in her research. I strongly recommend Bobbie as a financial services writer.”

Eric Paul

Chief Marketing Officer
Black Creek Group

“Like so many firms, my company was looking to produce differentiating insights and content, yet we were struggling mightily to find someone with the financial services background, writing expertise and ease of collaboration that are necessary for success. We were so fortunate to find Bobbie, who alleviated a productivity burden, helped deliver on a key marketing strategy tactic, set the pace, conducted smart, efficient interviews and research, and produced an exceptionally readable piece on target date funds that was perfectly matched to our audience and our voice. She is a pleasure to work with and I look forward to more projects with her.”

Jennifer Root

Marketing Manager
DST Systems