Clients

Partial list. Click logo to view details.

New York NY

Multiple contracts:

Created library of risk management procedures describing operational risk incident reporting across all business areas of the firm. Interviewing risk managers and reviewing existing documentation across all divisions to create original risk incident procedure documentation for each department.

Creation of a library of procedural documents describing daily, monthly and year-end disclosure of interest (DOI) review and filing procedures, performed by the firm’s operations team for regulatory compliance. Creation of complete and detailed operations procedures, including concise flow diagrams, describing systems-based research of the firm’s daily market positions and ongoing federal and FINRA filing requirements. In-depth interviews with business analysts and firm attorneys responsible for preparing and submitting SEC and FINRA filings related to DOI.

Creation of a detailed support model/runbook for Eclipse, a platform used for maintenance and provision of entitlements authorizations for applications firmwide. Research, analysis and step-by-step documentation of existing help desk (levels I, II and III) resolution and escalation procedures, software versioning and upgrade procedures, API libraries, backup contingency planning (BCP) and daily system maintenance procedures.

Head tech writer for the Resource Management Group, managers of global technology outsourcing. Editing of vendor site risk reports, department operations and process manuals and creation of outsource training webcasts. Creation and editing of related executive presentations.

Sole designer and developer of Enterprise Management intranet web site. Researching and writing runbooks and user documentation for infrastructure oversight and worldwide messaging (fax, E-mail) systems. Researching and writing articles for companywide technology newsletters.
New York NY

Head technical writer for Enterprise Technology department. Editor of master service catalog describing all IT services offered to the firm. Creation of executive boardroom presentations. Systems user guides and one-sheet user aids. Business continuity process (BCP)-related documents. Web page development and department logo design.
New York NY

Tech writer for DevOps/SRE team responsible for 24×7 reliability of HBO GO and NOW, the global streaming platforms for delivery of HBO programming. Researched and authored runbooks describing emergency trouble-shooting procedures used by DevOps/SRE staff. Extensive, in-depth interactions with developers and operation engineers. Authoring of InfoSec policy statements. Regular interactions with tech managers. Under-the-hood engineering/troubleshooting of home-grown, GitHub-based documentation publishing platform (Waterfront/TechDocs). Documentation of cloud-based technologies/tools, including Amazon Web Services (AWS), Unix, Splunk, Slack, cURL, Circonus, GitHub, Confluence/Wiki, AppDynamics, Grafana, Catchpoint, VictorOps, Conviva and Multi-Markdown language. Regular interviewing of incoming DevOps SRE job candidates. Periodic travel to HBO Seattle.
New York NY

Multiple contracts:

Creation of library of user guides supporting TreasuryVision, a portfolio of web-delivered applications for use by global treasury clients. Topics include dealing and risk, cash flow forecasting, system security and administration. Creation of release notes describing system updates to business users. Document design, layout, research and authorship.

Editing mainframe customer information subroutine library documentation. Transferal of documents from mainframe and Apple Macintosh to MS Word for Windows environment. Flowchart creation.
New York NY

Multiple contracts:

Created technical specifications for the firm’s two electronic foreign exchange marketplace platforms, Active Trading and Relationship Trading. Top-to-bottom detailed documentation and diagramming of all system specifications and process flows, describing the automated FX trading process between market-makers (sell-side banks) and clients (the buy-side). Creation of single sign-on (SSO) specification. Contributing editor to CFTC compliance documentation, including swaps exchange facility (SEF) application. Creation of a trading support operations manual/runbook describing day-to-day maintenance and troubleshooting of FX trading systems.

Head tech writer for Equities Transaction Development group. Researching and creating reference documents describing the client/server systems infrastructure supporting equities transaction services. Creation of detailed data center installation guides, work instructions, system architecture documents and diagrams for legacy equities trading systems using the FIX protocol.
New York NY

[LSEG acquired Paul Markey’s client MayStreet in 2022.]

Head tech writer for Refinitiv/MayStreet team developing state-of-the-art market data delivery products. Supported products include real-time exchange data feed ingestion and normalization platforms as well as historical data storage and access.

Authored multi-volume API library. Creation of customized market data product proposals for both corporate and government agency customers. Creation of technical marketing materials used to introduce potential clients to the complex factors impacting rapid, high-integrity market data delivery. Creation of easy-to-comprehend architecture and process flow diagrams describing complex topics. Managed documentation library for US government agency client. Integrated publishing using Markdown, GitLab, LaTex and Pandoc platforms.
New York NY

Head technical writer for trading floor systems development team. Research and creation of runbook describing comprehensive data warehouse platform supporting trade processing systems, including transaction accounting, vendor data feed normalization and trade commissions reporting. Detailed documentation and graphics describing complete trading system transaction order process flow. Creation of graphic presentations describing topics such as trade commissions processing and development proposals.
New York NY

Tech writer for online newsletter focused on firmwide infrastructure technology. Creation of 4-6 articles per month describing developments in networks, data centers and end-user computing. Duties included conducting interviews, drafting articles, fact checking and consolidating editorial input. Deadline-oriented environment. Authoring CTO employee communications.
New York NY

Multiple contracts:

Research and creation of documentation library describing a family of portfolio analysis software products used for risk assessment and assessing ratings-based credit worthiness. Products include CDO Evaluator, CDO Monitor, CDO Engine, CPDO Evaluator, Hedge Fund Evaluator and Small Business Portfolio Evaluator.

Research and creation of 100-page customer users guide for CDO Evaluator, a proprietary spreadsheet application used for the structuring and complex analysis of collateralized debt obligations.
New York NY

Head tech writer for financial technology team developing state-of-the-art market data delivery products serving blue chip capital markets clients worldwide. Supported products include real-time exchange data feed ingestion and normalization platforms as well as historical data storage and access.

Authored multi-volume API library. Creation of customized market data product proposals for both corporate and government agency customers. Creation of technical marketing materials used to introduce potential clients to the complex factors impacting rapid, high-integrity market data delivery. Creation of easy-to-comprehend architecture and process flow diagrams describing complex topics. Managed documentation library for US government agency client. Integrated publishing using Markdown, GitLab, LaTex and Pandoc platforms.
New York NY

Head tech writer for the Global Corporate Investment Banking (GCIB) Data Management group. Researching and creating documents in support of Atlas, a securities data platform used companywide. Projects include user guides, technical specifications, quality assurance guides and departmental presentations.
New York NY

Research and writing series of marketing documents supporting the AppCloud segment of the Oracle Cloud Marketplace. Instructional sheets, data gathering forms and templates supporting partner marketing campaigns for new customer app listings.
New York NY

Multiple contracts:

Tech writer for Investor Services/Benefit Payments Group, managers of the firm’s retirement benefit payments service. Creation of InfoWeb User Guide, a 150-page manual describing the online application used for managing, generating and reporting on retiree payments. Creation and editing of related executive presentations.

Head technical writer for firmwide technology Architecture & Strategy group. Creation of executive boardroom presentations and technical reference manuals related to firmwide technology infrastructure. Maintenance of group intranet site.

Sole editor and researcher for rewrite of library of documents related to InfoPay, the firm’s benefit payments system. Documents included a 200-page user guide, on-screen automated tutorial, on-line help system and administration guide.
Cleveland OH (remote client)

Multiple contracts:

Authored a series of quick reference guides describing the firm’s automated meeting scheduling systems, for use by non-technical employees. Created a 150-page administrator’s user guide for Reserve Personal Access, an internal system used to schedule meetings and manage EY office space across North America.

Development of user guide for the Integrated Workplace Management System, a workplace facility and asset tracking/management system used daily by EY office managers across North America. Also, authored library of user guides describing systems used for emergency tracking of employee status, workplace incident tracking, and office security across EY’s North American workplaces.
New York NY

Sole writer/editor/designer for TechTalk, a two-color monthly newsletter. Responsible for all aspects of newsletter production, including reporting, editing, design, creation of graphics, layout, print file preparation and printer supervision. Articles on workstation-based systems used on the trading floor. Design and creation of archival binders for newsletter.
New York NY

Created technical specifications for the firm’s two electronic foreign exchange marketplace platforms, Active Trading and Relationship Trading. Top-to-bottom detailed documentation and diagramming of all system specifications and process flows, describing the automated FX trading process between market-makers (sell-side banks) and clients (the buy-side). Creation of single sign-on (SSO) specification. Contributing editor to CFTC compliance documentation, including swaps exchange facility (SEF) application. Creation of a trading support operations manual/runbook describing day-to-day maintenance and troubleshooting of FX trading systems.
New York NY

aka Swedish Commerce Bank. Tech writer and editor for IT Infrastructure group in New York. Consolidation of existing technology infrastructure specifications into a comprehensive 100-page IT Policies and Procedures Guide. Disaster recovery (DRP) and business continuity (BCP) procedures guides. Editing, graphic design.
New York NY

Created disaster recovery planning (DRP) document for RGI’s data center, describing detailed failover and fallback procedures for all discrete IT applications and services. Production data center and DR site architecture diagrams.
New York NY

Multiple contracts:

Head tech writer for bankwide technology infrastructure department. Creation of technical documentation and slide presentations. Creation and maintenance of all Intranet web sites. Sole editor/writer/designer of in-house financial systems newsletter.

Editor of on-line Lotus Notes Administrator’s Guide. Responsible for the creation and editing of Notes database that contains generic and Bankers Trust-specific policies and procedures for using Lotus Notes. Editing of firmwide systems development policy documents.
New York NY

Research and writing architecture specifications surrounding the Consolidated Audit Trail (CAT), an SEC-mandated data collection and query platform for maintaining order records submitted by 21 US equities and options exchanges, and by broker dealers. Architecture diagrams, in-depth technical descriptions of CAT infrastructure and process flows. Editing FINRA-distributed CAT system notes. Regular technical interaction with company executives and developers. Travel to South Carolina office.