Jerry Marlow, MBA (917) 817-8659 3 Washington Sq. Village, 10G jerrymarlow@jerrymarlow.com New York, NY 10012 Professional summary Thirty-plus years of experience and leadership roles in financial writing, investment writing, marketing writing, speechÊwriting, technical writing, real estate writing, financialÊmodeling, andÊpitch-book design forÊfinancialÊinstitutions, hedgeÊfunds, real estate firms, and law firms. Staff or consulting roles in which I can contribute most to your firmÕs success FinancialÊwriter, investmentÊwriter, technicalÊwriter, realÊestateÊwriter, speechÊwriter, marketingÊwriter, supportÊwriterÊandÊeditorÊforÊa lawÊfirm, ChiefÊWritingÊOfficer. Skills and qualifications * Adept at interviewing senior executives, asset managers, real estate developers, technologists, quants, and other experts * Write in a way that makes it easy for clients, investors, andÊemployees to understand complex products, services and concepts * Can write, design and create pitch books and presentations that energetically engage your audience, nail their decision criteria, shorten sales cycles, make transactions happen, buildÊrelationships, create value, andÊtransform organizations * From knowledge of information theory, writeÊin a way that energizes people andÊmotivates them to take action * Knowledgeable about investment strategies; derivatives; alternative investments; globalÊmarket for luxury residential properties; commercialÊreal estate; technology strategy; quantitative modeling; data management; lawÊof negligence torts; lawÊof contracts; marketÊfor electricity; behavioral finance; organizational development; assetÊvaluations, andÊflows ofÊinstructions andÊaccounting entries thatÊcharacterize securitiesÊtrading, securitiesÊprocessing, collateral management, and otherÊfinancial services * Understand and can explain to others that, over a given time horizon, every financial forecast is a probability distribution and that, toÊvalue a financial asset isÊto evaluate theÊprobability distribution ofÊthe assetÕs potential payoffs or cash flows * To learn more, visit my website www.chiefwritingofficer.com. Audience responses to my work * Chairman of IBMÕs response to board presentation I created for bankÕs CTO, ÒThatÊwasÊtheÊbest presentation IÕveÊeverÊseen!Ó * Response ofÊan ultrahighnetworth individual toÊaÊpresentation that I wrote thatÊpitched aÊderivatives-driven investmentstrategy, ÒI'd like toÊput $2Êmillion under management with you.Ó * AccountantÕs response to my book ÒOptionPricing: Black-Scholes Made EasyÓ (Wiley) and its simulator, ÒHaving grappled with this area forÊaÊfew months, I decided IÊneeded a little more innovative help; hence my purchase of Jerry Marlow's interactive tutorial. Two days later and I feel I could go forÊthe next Nobel Prize myself!Ó * Response to ÒBlack-Scholes Made EasyÓ ofÊHarvard student whose first language isÊnotÊEnglish, ÒYourÊbook is friendly and easy to understand. I like your writing style. YouÊexpress complex ideas in easy words." * EmployeeÕs response to organizational development presentation that I wrote andÊdesigned, ÒIÊneverÊknew my job was so important. IÊcanÕt wait toÊgetÊback to work!Ó * Audience response to speech IÊwrote forÊreal-estate agent: standing ovation * Response of five hundred officers toÊstrategy presentations IÊdesigned andÊproduced for leader ofÊBankers TrustÕs fiduciary, securities and trust division: cheers, tears, roarsÊofÊlaughter and enthusiastic embrace ofÊleader's strategy Consulting and Freelance Achievements Financial writer, speech writer, technology writer, marketingÊwriter, realÊestate writer, presentation designer New York, NY 1/1999 to present * Write speeches, write marketing materials andÊcreate pitch books and presentations forÊfinancial institutions, hedge funds, assetÊmanagers, law firms, financial-software companies and real-estate firms * Created www.chiefwritingofficer.com. * Created www.wasyourcartotaledorstolen.com * Wrote, designed, produced and staged management-strategy presentations, organizational development events and boardof-directors presentations * Wrote brochure to recruit elite college graduates to be technological bankers * For technology group that supports settlement of CitiÕs capital-markets trades, wrote guides to trading technology * ForÊcollege professors and PhD candidates, editÊacademic papers to be submitted toÊquantitative-finance journals and marketing journals * Created pitch book to entice Disney toÊopen a hotel inÊoldÊNewÊYork Times building * Wrote speeches and created presentations forÊinvestment-firm principals and managing directors to give atÊInstitutional Investor and other industry conferences * Wrote ÒOption Pricing: Black-Scholes MadeÊEasyÓ (John Wiley &ÊSons); developed modeling software to accompany book * Gave seminars to forensic CPAs and divorce financial planners onÊoptions-pricing theory and on how to value employee stock options inÊdivorce proceedings * Developed interactive tutorial on FX options * Developed an option market simulator * Developed a retirement-risk simulator * Wrote and designed presentations to sell derivatives-based investment strategies toÊultra-high-net-worth individuals * Developed pitch book for hedge fund thatÊtrades index options Staff and Executive Experience BNY Mellon Global Collateral Services VP, Senior Writer, New York, NY 4/2013 to 10/2013 * Wrote and edited white papers, presentations andÊmarketing brochures thatÊexplained the bank's collateral services and the impact onÊasset managers ofÊDoddFrank and EMIR reforms IronwoodÊGlobal, LLC Managing Director, Communications New York, NY 3/2011 to 4/2012 * Ironwood, a hedge fund, sought to buy 33,000 FHA-insured mortgages in default atÊsteep discounts from their unpaid balances. Ironwood's intention wasÊto offer homeowners principal reductions that wouldÊget homes above water and motivate homeowners to reperform on mortgages * Developed communications strategy * Created pitch books and brochures toÊexplain firm's proposal toÊFHA, HUD, WhiteÊHouse, OMB, investment bankers andÊinvestors Thunder & Lightning Productions, Inc., CEO New York, NY 1/1986 to 12/1998 * Ran company that produced and staged organizational-development and management-strategy events for major financial firms. Audiences ranged in size from 500ÊtoÊ1,200 people. BankersÊTrustÊ(now Deutsche Bank) AVP, Director of Promotion and Training New York, NY 4/1981 to 1/1986 * Wrote promotional brochures and produced presentations toÊmarketÊtrust services, corporate cash-management services, U.S.Êand international payment services, securities-clearing services and international clearing services * Managed brochures through compliance, graphic design and printing * Wrote and produced organizational development presentations * Managed staff, advertising budget and promotion budget Education Post-MBA Program, Finance, NYU Stern School of Business MBA, Marketing, NYU Stern School of Business BA, New York University Major: Psychology, Minor: English Computer skills * Microsoft Excel, PowerPoint, Word, VisualÊStudio Code * Adobe Photoshop, Dreamweaver * HTML5, CSS5, JavaScript * Jive business-collaboration software Writing and presentation samples * Visit www.chiefwritingofficer.com/jerry_marlow_writing_samples.html. What my approach to writing can do for your organization * Visit www.chiefwritingofficer.com. References * Furnished upon request