Dana Montanez Email and Phone Number
Motivated, dependable, mid-level professional offering exceptional work ethic with more than 12 years of corporate experience. A self-starter with problem-solving and decision-making skills allowing for successful project management from concept to completion. Effective communicator adept at handling conflicting demands in a fast-paced environment.
Montanez Foundation
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Vice President Board Of Directors And Program DirectorMontanez FoundationCalifornia, United States -
Senior Specialist Investor RelationsGlobal Blood Therapeutics Aug 2022 - Dec 2022•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•Drafted press releases announcing earnings dates, conference participation and inducement grants•Organized and complied analyst research for GBT and peers, including analyst reports and providing key insights to senior management and IR•Investor database management•Monitored peer calls and other investor events and provided key takeaways to senior management and IR•Managed projects with external agency partners to ensure deadlines were met and projects stayed on schedule•Website management including quarterly audits, posting presentations and events in a timely manner•Partnered and assisted internal communication team with deliverables as needed through the Pfizer acquisition•Hired to project manage R&D Day and other potential IR investor calls/events, including but not limited to logistics, coordination of venue, rehearsal and event execution•Hired to handle all logistics and provide administrative support for earnings calls, investor conferences, non-deal roadshows, and other events including but not limited to registration, securing webcasting, meeting scheduling -
Senior Analyst Investor RelationsMckesson Feb 2014 - Nov 2018•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 overall event logistics•Provided analytical support for projects and initiatives and participated in ad-hoc projects as needed•Developed and managed process of preparing slide presentations for investor meetings, conferences and/or other events •Drafted press releases for quarterly dividend declarations in accordance with company policy and industry best practices•Responded in timely manner to general investor email inquiries •Managed and ensured accuracy of IR website•Selected to participate in the 8th session of the Learning Excellence Acceleration Program (LEAP) for a select group of young professionals. Selection was made by management and the HR team and was focused on providing a critical development experience for professionals early in their career at McKesson -
Corporate Strategy And Business Development CoordinatorMckesson Jun 2013 - Feb 2014•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•Provided administrative support to senior members of the Corporate Strategy team including executive level calendaring, travel arrangements, expense reports and invoice processing -
Investor Relations CoordinatorMckesson Mar 2013 - Jun 2013•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 IR website•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 served as back up support to Senior Analyst -
Corporate Human Resources CoordinatorMckesson Feb 2012 - Mar 2013•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 Partner off-site •Assisted Talent Acquisition with the candidate interview process: coordinated calendars with candidate and interviewers, organized interview logistics, ensured candidate had smooth and positive experience -
Administrative Associate And ReceptionistElan Pharmaceuticals Jun 2006 - Feb 2012Held 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 the Quality Assurance department. • Quality Assurance Department Administrative Associate (June 2011 – February 2012)• Receptionist/Administrative Associate to C-Suite – seasonal/as needed (June 2006 – June 2011)
Dana Montanez Education Details
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Communication, General
Frequently Asked Questions about Dana Montanez
What company does Dana Montanez work for?
Dana Montanez works for Montanez Foundation
What is Dana Montanez's role at the current company?
Dana Montanez's current role is Vice President Board of Directors and Program Director.
What schools did Dana Montanez attend?
Dana Montanez attended San Francisco State University.
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DANA AMOR MONTAÑEZ
Freelance Finance & Accounting Virtual Assistant | Expert In Bookkeeping & Cost AnalysisBacoor -
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