Dana Montanez Email & Phone Number

California, United States

• Acted as point a of contact for Investor Relations internally and externally
• Fielded incoming calls and meeting requests from analysts, investors and internal stakeholders
• Monitored inquires and responded/triaged questions
• Coordinated and managed investor outreach planning in partnership with Director of IR and executive management
• Prepared briefing documents for senior management for all investor related events and meetings
• Maintained calendar for earnings dates, investor conferences, non-deal roadshows and medical metings

• Kept abreast of industry related news and analyst research and distributed to key executives daily
• Summarized and distributed high level takeaways from peer events
• Developed weekly executive summary of all notable events for the week and distributed to executive management
• Supported, developed and/or managed materials for quarterly earnings, including but not limited to PowerPoint deck materials, Q&A document updates, etc.
• Led, developed and managed content development for multiple speakers in preparation for McKesson’s 2014, 2015 and 2016 Investor Days through partnership with BU’s and Corporate Communications, and provided support for.
• Provided analytical support for projects and initiatives and participated in ad-hoc projects as needed

• Project lead for team SharePoint site redesign which was intended to provide a central location for information sharing, personal and team development, team connectivity and onboarding resources
• Launched and managed the Health Snack Program for the 29th floor including food ordering and budget management
• Provided coordination and logistical support for individual, team and business meetings such as group development meetings and yearly group offsites
• Implemented and distributed relevant daily news to the CSBD organization
• Managed onboarding process for the CSBD department
• Managed department distribution lists and CSBD Organization Charts

• Coordinated investor conference attendance and participation: secured CEO and CFO availability, served as liaison between department and conference host, managed travel logistics, and posted conference presentation to.
• Executed quarterly earnings tasks, including setting up earnings call details, preparing earnings call announcement, securing webcast and managing day-of call logistics
• Drafted press releases for quarterly dividend declarations and conference appearances in accordance with company policy and industry best practice
• High level administrative support to VP and Director with extensive calendar management, travel arrangements, expense reports, and phone screening
• Managed and monitored Investor Relations phone line: responded to investor inquires for investor kits and financial statements in a timely manner; escalated requests as necessary to VP and Director
• Provided general administrative support for the Investor Relations team which included but is not limited to: processing invoices, handling department move requests, new hire equipment coordination, event planning and.

• Managed Corporate HR Calendar: ensured accuracy by proactively maintaining open lines of communication with other functions
• Served as an ambassador and project manager for the HR Function; worked closely with individuals across all levels across the Company
• Maintained project SharePoint sites: the document repository for all PMO project documentation and the HR Business Partner Community of Practice
• Coordinated and supported meetings of varying complexity as well as logistical support for large scale off-sites: HR PMO, HR Advisory Board, HR Leadership Team and the Corporate HR Leadership Team meetings, HR Business.
• Assisted Talent Acquisition with the candidate interview process: coordinated calendars with candidate and interviewers, organized interview logistics, ensured candidate had smooth and positive experience

• Held multiple roles in my tenure, ranging from a seasonal receptionist and fill in administrative assistant to the Chief Medical Officer and other executives to a permanent position as an administrative assistant for.
• Quality Assurance Department Administrative Associate (June 2011 – February 2012)
• Receptionist/Administrative Associate to C-Suite – seasonal/as needed (June 2006 – June 2011)