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XCHARGE North AmericaInvestor Relations
Aug. 2024 - Jan. 2025New York, New York, United States• Developed and implemented a proactive IR strategy and program – including identifying sell-side analysts for expanded coverage, managing current investor relationships effectively, building an investor targeting process, and attracting new long-term investors
• Partnered with the C-suite and external IR agency to manage quarterly earnings calls, investment conference calls and in-house meetings, road shows, analyst days, and 1X1 meetings
• Managed the IR website, including content creation and updates in coordination with website vendor
• Responded to inquiries from investors, stock analysts, and other external constituencies as appropriate
• Assisted with the creation and/or review of press releases, quarterly and other the SEC filings • Acquired and maintained broad-based understanding of the company’s solutions, operations, customers, and corporate development strategy
ICRSenior Vice President, Investor Relations
Feb. 2021 - Dec. 2023New York, United States• Established IR programs for new public companies, fine-tuning existing IR programs, and providing ongoing client engagement and for special projects o Special projects: Analyst Day, SPAC transactions, M&A, warrant redemptions, and crisis management o Ongoing engagements: leading and managing quarterly earnings function, building analyst consensus models, institutional investor analysis and targeting, creating IR materials around capital raising, retail investor engagement • Implemented IR solutions with emphasis on effectiveness and value creation for internal and external stakeholders across lifecycle for SPAC and IPO transactions • Clients included Allego, an EV charging network in Europe, Mirion Technologies, an advanced radiation safety solutions provider, Li-Metal battery manufacturer SES, and AerSale, a provider of aviation products and services, among others
BGC Group and Cantor FitzgeraldVice President, Investor Relations
Apr. 2017 - Jan. 2021Greater New York City Area• Point of contact for financial community: serving as in-house expert for industry and company information as well as organization and execution of non-deal roadshows for BGC and Cantor Fitzgerald
• Managed and executed quarterly earnings process, and collaborated with senior management, finance, treasury, and legal teams in the preparation of quarterly earnings call scripts, press releases, presentations, and Q&A
• Developed and drafted IR communications and presentations for regulators and the financial community o Financial filings: SEC forms 8-K, 10-Q, and 10-K in collaboration with finance and legal teams o Transactions/special situations: spin-off of a subsidiary, bond issuances, term loans and revolvers, Cantor Fitzgerald bondholder calls, and Analyst Day
• Conducted comprehensive analyses and projects for C-Suite and business heads
o Research and analysis of industry, peers and competitor financial statements, operational statistics, and valuation o Analysis of capital structure, cost of capital, relative stock price movements, and investor and analyst perceptions • Managed the ESG audit and worked with external vendor for developing relevant ESG metrics
Fundstrat Global Advisors, LLCVice President
Oct. 2016 - Mar. 2017Greater New York City Area• Conducted macroeconomic research, assessed impact on financial markets and developed investment theses based on the research
• Developed investment and valuation models for portfolio stock selection based on macroeconomic theory and techniques • Performed fundamentals driven, data-intensive stock specific research to express overall strategy view
Mizuho Securities USA Inc.Senior Associate, Equity Research
Mar. 2015 - May. 2016Greater New York City AreaPower, Utilities and Alternative Energy • Built and maintained financial models and industry databases for companies under coverage • Conducted industry research through primary and secondary sources and analysed micro and macro trends
Mizuho Securities USA Inc.Senior Associate, Equity Research
Mar. 2013 - Feb. 2015Greater New York City AreaEquity Strategist • Constructed financial models to forecast and simulate earnings of S&P 500 companies and determine sector valuation
• Developed investment theses and actionable ideas around economic, political and market events after comprehensive analysis of financial market data. Published research topics included: o government shutdowns, emerging market crises, and political instability
• Assessed and interpreted the relationship between the equity market and developments in the foreign exchange, bond, and commodity markets. Published research topics included: o government bond market and yield dynamics, global monetary policy, the dollar, and oil and other commodities
LCM CommoditiesCommodities Research Associate
Jul. 2010 - Mar. 2013Greater New York City Area• Established the firm’s macroeconomic research franchise focusing on unique, profitable, and tradable theses for clients
• Responsibilities included weekly products, client briefings on macroeconomic developments, and publishing original market-centric research • Published research topics included the Eurozone crisis, the impact of US oil production on the dollar, commodity correlations, QE, US consumer spending and private sector deleveraging
The World BankShort Term Consultant (Development Economics Research Group)
Mar. 2010 - Jun. 2010Washington D.C. Metro Area• Created a database for estimating the impact of Chinese currency policies on developing countries (working with Arvind Subramanian of the Peterson Institute for International Economics and Aaditya Mattoo of the World Bank)
PFC EnergyIntern (Financial Advisory Practice)
Sep. 2008 - Feb. 2010Washington D.C. Metro Area• Modeled correlations between oil and different asset classes, analyzed oil and gas companies and performed financial modeling for corporate advisory projects, including a Scandinavian international oil company and a Central Asian national oil company
Rogge Global PartnersSummer Intern
Jun. 2008 - Aug. 2008London, United Kingdom• Conducted comprehensive company analyses and financial modeling of multinational companies to provide: (a) credit reports on Svenska Cellulosa Aktiebolaget (b) reports evaluating opportunities for long CDS positions on Nissan and Valeo
• Assessed macroeconomic and financial parameters such as fiscal stability, political economy, liquidity, size and regulatory structure and made recommendations for the selection of next-generation investment destinations in the fixed income space
Indiana State Budget AgencyAnalyst
Mar. 2005 - Feb. 2007Indianapolis, Indiana Area• Conceived and developed the first gasoline tax forecast model among Indiana state agencies using Real GDP and Calendar Year Gas Prices. The Budget Agency is using the model currently to forecast gasoline tax revenue. • Devised and constructed the first comprehensive fiscal impact model among Indiana state agencies for estimating changes in revenue. Model utilizes the Indiana income tax database of 3.2 million to model changes in tax law and is in use by the agency.
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