Riva Reading℠

As a CFA charterholder with over 25 years in the finance field, I have the skills necessary to comprehend, develop and review data-intensive financial material as well as non-financial material. Over the course of my career, I have organized, researched, drafted, reviewed, edited and/or proofread a wide range of material including the following:

• periodic financial statements and accompanying commentary 

•  investor relations material (investment fact sheets, periodic market updates)

• regulatory filing narrative

• investor RFP narrative

• investment consultant, client and rating agency presentations

• investment fund prospectuses and offering memorandums

• business plans

• investment white papers

• formal corporate presentations for both internal and external audiences

• investment committee presentations

• strategy documentation

• web pages

• marketing materials (newsletters, brochures, advertising copy)
• training manuals

• textbooks

Freelance projects recently completed by Riva Reading℠ include:

• copyediting

               - Higher Learning Commission (HLC) accreditation self-study

• proofreading/light copyediting

               - grant proposal
               - Iowa judicial application personal data questionnaire
               - website (entire content)
               - marketing brochure (first to final draft)
               - annual report
               - grocery store magazine insert
               - various investor/client newsletters

  I am currently a member of these professional organizations:

• CFA Institute
• Editorial Freelancers Association
• American Women in Communications
• Norwalk Area Chamber of Commerce
• The Greater Des Moines Partnership
• the Consortium