Barbara Serra Email & Phone Number

San Diego, Ca, Us

San Diego Metropolitan Area

• Develop and maintain relationships with high-net-worth individuals and Institutional investors• Managed a portfolio of 250+ investors, with more than 4000 attending investors meeting annually• Evaluate financial statements, company performance metrics, and industry trend• Collaborate closely with Executives and cross-functionally teams by providing detailed valuation• Increased investor engagement by 40% through targeted communication strategies, and regular investor outreach efforts• Recognized by the Institutional Investor as The Best IR Team in Latin America's Financial Services/Banking category in 2019 • Prepare financial, business, and market analyses including the preparation of management presentations and financial reports• Develop and maintain relationships with investors, analysts, and corporate access teams.• Prepare drafts of quarterly results statements, conference call scripts, Q&As, presentations and press releases.• Develop and execute key investor seminars, conferences, and road shows in Brazil and the USA.• Prepare, design, and update presentations and communications materials for investor and analyst meetings, as well as for internal stakeholders.• Prepare, develop, and manage the production of the Annual and Sustainability report.• Monitor analyst coverage and estimates as well as peer companies and the industry in general. Compare sell-side estimates with internal forecasts.• Manage the investor relations calendar to include investor and analyst activities.• Update investor relations information on our corporate website.• Work closely and effectively with the Corporate Affairs team to produce, and assist in the development and delivery of, key messages.

Master Of Science - Ms, Finance

Master Of Business Administration - Mba, Finance

Bachelor Of Applied Science - Basc, Economics

Valuation