Director
Current* Developed relationships with 30+ clients in various positions; work closely with CFO's, CEO's, Finance & Treasury Heads, and Investor Relations teams to assist in their investor relations efforts. Recurring revenues of approx. $1M per year. Upsell advisory products such as Targeting, Perception, ESG and listing switches to improve margins.* Identified and implemented $1M in cost savings through detailed product and user market license audits* Created curriculum and conducted weekly training classes for all new hires on capital markets, economic data and Nasdaq systems* Lead and moderate Nasdaq's People Champions Committee to improve employee’s experience* Created Pivot tables to breakdown group sales cancellations for more granular details to find weaknesses in the business* Created a methodology to award analysts an incentive payout for going above and beyond their current responsibilities * Construct ad hoc reports on company valuations, price performance, trading statistics, and industry capital flows. Helped C-Suite understand company stock market performance and how it pertains to various metrics * Developed and implemented ways for Nasdaq’s internal users to streamline various functionality within Nasdaq’s proprietary systems * Participated in Nasdaq’s drive to cobrand products with cannabis companies*Developed Nasdaq Social Media feeds discussing key economic data, monetary policy, and macro trends influencing markets* Served as the Subject Matter Expert (SME) across multiple business units on maximizing client engagement on Nasdaq's IR Insight and Advisory Services* Authored a white paper on Green bonds to highlight demand in the growing ESG market*Published a cover story in New York Maritime Inc and was interviewed by the Financial Times regarding investor trends in public maritime companies.
