Professional development
Publishing related
- Completed the Graduate School (USDA), Basic Indexing course
- Attended workshops/sessions:
- "NASCAR Indexing, Creating and Maintaining Speed"
- "Term Selection and the Business of Indexing"
- "Indexing Children's Books"
- "Embedded Indexing"
- "PDFs in the Indexing Process"
- "An XML Tagging Scheme for Describing Index Information"
- Completed Miami University's, "Fundamentals of Technical Writing"
- Member, American Society of Indexers (ASI)
- President, Business Special Interest Group, ASI
Business related
- Earned Accounting and Finance degree, BBA double major,
University of Cincinnati - Completed graduate courses: Managerial Accounting; Human
Resources, Xavier University - Attended Advanced Mutual Fund training, Diversity training, Needs-
based selling training, Portfolio Management training and various
management classes through Fidelity Investments - Attended IRS tax course sponsored by the city of Cincinnati
Professional Experience
Banking
- As an Assistant Vice President for the 9th largest U.S. Bank, I was in
charge of regulatory communications with the Federal Reserve and
state agencies. - I also managed in operations and customer service (quality control)
and served as a financial analyst.
Securities
- Series 7 securities licensed since 1994 and licensed to supervise
sales practices in the securities industry since 1997 - 5 years of management, sales and customer service experience with
one of the world’s large mutual fund companies - 8 years of sales supervision and securities (SEC and NASD)
compliance experience with large, NYSE brokerage firms - Licenses include: Series 7, 8, 24, 63 & 66
Publishing
- Please see Samples and Recent Work
- Created and maintain an online index for newsletters of the
Cincinnati Business Incubator - Newsletter editor, American Society of Indexers, Heartland chapter
- Contributor and Editor for www.OrganizedWisdom.com - a website to
help people find health-related information - Contributor: work.com
Other information
Community Involvement
- Multiple Sclerosis Society volunteer
- Give Back Cincinnati volunteer
- Actively contribute to United Way
Personal
As a mother, a wife and a professional, I strive to maintain balance in my
life through exercising, eating right, doing volunteer work and attending
services at a local Jewish temple or United Methodist church. Okay, I do all
of these only on occasion, but I strive to do all of these more often while
being dedicated to running a successful indexing business, having a great
time with my family and friends, and continuing to expand my horizons.
About Stephanie
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