From leading marketing programs, company branding, web communications, IT development, front-end design and application management to managing online training platforms, my financial services leadership background runs deep.
Leverage my background in higher-ed compliance, research management, program coordination, and employee training to strengthen your procurement, accounting, budgeting and reporting processes.
Allow my years of non-profit fund accounting experience and communications development help your organization meet its marketing targets and mission goals.
I offer a wide range of services including multi-channel agent marketing services, residential appraisals, location planning and design, retail strategy, plus sales planning and training.
With film, theatre, television, publishing, fine art and web entertainment experience, I offer everything from concept and content development to production management and launch support.
I've managed key elements of large-scale ERP/SaaS projects including launch of a $50M Oracle/PeopleSoft financial system and related HRMS modules to handling development of over 2000 pages of eLearning content and dozens of interactive videos.
PROJECTS
COLUMBIA UNIVERSITY (as employee) - Led team of designers and developers in redesign, build and launch of high traffic web portal - Finance Gateway. Ongoing management of daily operations of Gateway (Drupal 7) including content updates, interactive form maintenance and additional site development.
ABEL NOSER HOLDINGS (contract) - Developed, produced, launched and manage fully responsive abelnoser.com web platform. Added videos, brochure pages, SEO and AdWords program increased web traffic by ten-fold; forms, brochure pages, and integrated conversion tracking enables ROI and sales lead tracking.
GREYSONBRYAN.COM - Developed an author website and media platform (including a promo video) for a fiction series by author Greyson Bryan. With partner at authoractive.com, we internationally published this global thriller on our Magneto Books imprint.
COLUMBIA UNIVERSITY (employee) - Managed design, production and roll-out of a general ledger account translation tool during crossover to a new GL financial accounting system.
LADDY GROOVE (Two-Stroke Press, 2016): Authored, designed cover, and published with authoractive.com imprint Two-Stroke Press this internationally launched novel (soft-cover and Kindle e-book). Built website, developed multi-channel marketing strategy, and managed PR and social media.
Griffith and Carlucci, PC: Worked closely with legal partners to redesign, build and launch small firm website. Provided hosting transfer services, URL management and staff training.
NO MORE TAKEOUT! A Visual Do-It-Yourself Guide to Cooking (Wiley and Sons, 2009) - Developed concept, pitched to major publishings houses, and co-wrote with chef this internationally launched hardcover cookbook. I produced promo videos, built website, and implemented marketing and PR plan for launch.
BIKI-GO - Development proposal and branding plan for national brand of healthy quick-service restaurants (in process)
Columbia Student Financial Services - Lead designer and co-managed 2015 re-launch of Student Financial Services portal used for financial aid, student billing, service delivery, veterans affairs and internal administration; 1 million+ annual users.
"Things That I Like" algo-generated user selection technology proposal for a major online book retailer (not engaged - image simulated).
COLUMBIA UNIVERSITY (employee) - Manage a suite of 33 online certification classes built for a $50 million ERP financial system launch.
AuthorActive.com - Co-founder of concierge book publishing and marketing firm. Developed website, branding, social media, website and business structure.
GuyGallo.com - Developed website for well-known screenwriter and poet Guy Gallo; led successful marketing launch and online newsletter for his book Yearnings End (Finishing Line Press - 2015)
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ABOUT
Do you have a particular need that requires a holistic and strategic point of view to define a solution, execute then communicate to a large group?
My specialty is working closely with all stakeholders to develop an achievable scope of work, then to provide innovative solutions, transparent and effective project management, and deliverables that make a difference.
With considerable experience in a variety of sectors, my work creates value. When outside expertise is required, I am committed to sourcing the best professionals in the industry to ensure premium service and your ideal outcome.
You have the vision and I have the tools to make it happen. Let me take your goals and make them a reality with my proven project management process.
GLIMPSES OF THINGS FROM MY DAILY LIFE THAT INSPIRE ME ...
Taken during the annual sailboat show, a view up Cornhill Street in my hometown of Annapolis, Maryland.
Summer yacht racing in Barnegat Bay not too far from Mantaloking, NJ
My home for over 25 years and the city I love ...
Looking down the Hudson from Harlem Piers not far from my Columbia University office where I used to spend much of my time.
Off Casco Bay, Maine, where my family used to summer when I was kid. Sometimes I still get to visit.
Yellowstone National Park as we made our way on a 30-day drive around the country. Visit TheBoakFamily.com for the full story.
View from our State Street offices at Abel Noser, a global broker/dealer and multi-asset trade analytics firm.
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LIFE
CONTACT
LET'S TALK ABOUT NEXT STEPS
Please contact me for more information or a quote. I look forward to hearing from you!
Email jeraldboak@gmail.com
NEW YORK, NEW YORK
10023
JERRY BRINGS HIS CONSIDERABLE EXPERIENCE TO SOLVING PROBLEMS BY USING CREATIVE SOLUTIONS; DELIVERING ACTIONABLE RESULTS WITH CLARITY AND PROFESSIONALISM
2018 | DESIGN BY USERVISTA