New 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 meet...
New 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 ...
Greater 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,...