CMS Finance Group provides writing, editing and consulting services to financial services and investment management companies to achieve strategic and tactical marketing objectives through focused and high-quality communications.
Veronica Pena is the principal of CMS Finance Group. Veronica is a marketing and communications professional with more than 15 years experience in the financial services industry, specializing in marketing, media and web communications. Clients she worked with include premier institutional asset managers, such as Nicholas-Applegate Capital Management and Brandes Investment Partners, LLP. She also held the position of Senior Copywriter at LPL Financial Independent Advisor Services, focusing on strategic and tactical communications for a variety of target audiences. In addition to that, Veronica was previously a business reporter, with published works in the Los Angeles Business Journal and the Development Finance in Asia and the Pacific magazine. She was also a stringer with Bloomberg Business News.
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Summary of Services
CMS Finance Group provides writing, editorial, project management and strategy development services, specializing in the financial services and investment management industries. These services include:
 Writing Services
Newsletter copy
Market and portfolio commentaries
Annual, semi-annual and quarterly reports
Brochures
Campaign materials
Client presentations
White papers and special reports
RFPs and questionnaires
Creative briefs
Business/marketing plans
Press releases
Editorial and Project Management
Edit copy from various business units within an organization for print or web communications
Work with teams such as editorial, graphics, analytics, compliance, product managers, portfolio managers and financial advisors, with the ultimate goal of producing the highest quality marketing materials
Obtain necessary approvals and compiles all backup documentation
Strategy Development for Campaigns
Develop creative briefs and conduct interviews with key participants to identify program goals, determine the right communication vehicles and forecast desired results
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