Georgeson Shareholder Intelligence compiles real-time trading data based on market intelligence and shareholder trends, share movements, potential shareholder activist risks, and more. Dedicated analysts review an extensive and complex range of resources and distill it into succinct, actionable reports. Your board and executives will receive reliable reporting and can schedule regular calls to discuss insights with our team. https://www.georgeson.com/us/business/shareholder-intelligence

Led team in strengthening client defenses against shareholder activism and managing complex M&A scenarios. Specialized in analyzing and challenging activist proposals, ensuring clients were prepared for and resilient to threats. Oversaw the development of tailored strategies for activism defense and contested M&A situations, leveraging deep industry expertise and strategic insight. Collaborated closely with high-profile client, providing expert counsel and safeguarding their interests in high-stakes corporate environments.===========================================Select Highlights➜ Led development of versatile multi-functional database, streamlining data manipulation for diverse engagements, crucial for billing multiple clients.➜Achieved 1,000% viewership increase for Activism Vulnerability Report over two years, elevating the firm's professional presence in corporate governance through collaborative exposure strategy innovation with marketing and corporate communications.

During my 7-year tenure with IHS Markit (Ipreo), I held full P&L accountability for both GMI and SAI advisory services practices serving a portfolio of 90+ retail, hospitality, leisure, and diverse consumer services sector clients. Orchestrating all commercial sales and consultancy operations, I advised c-suite and investor relations (IR) professionals on corporate strategies and institutional shareholder insights. I also inspired, evaluated, and developed a team of 14 analysts.===========================================Select Highlights➜ Promoted to additional responsibilities following 6 consecutive years of double-digit compound annual growth in a mature industry. ➜ Magnified revenue 30% within first 12 months of taking on SAI offering with revitalized marketing programs, potent sales strategies, and enterprisewide analyst training initiative.➜ Amplified volume of prospect calls and pitches by instructing 100+ internal analysts on shareholder activist tendencies and abnormal trading pattern identification during training classes and breakout sessions.➜ Produced efficiencies that increased U.S.-based analyst productivity +10% by constructing a framework for and implementing shareholder insight training for offshore office in South Africa.➜ Excelled at solidifying durable, trust-based relationships and consulting with clients on optimizing IR activities and implementing SAI best practices, including activist defense strategies and preparedness programs. ➜ Drove new business by fueling interest with design of unique value-added content focused on current- and prospective-shareholder perceptions of corporate clients.➜ Organized strategy sessions with c-suite client executives alongside investment banks and PR and law firms.➜ Consistently generated business development and incremental cross-selling opportunities by structuring an exceptional professional services organization that reliably delivered world-class sales, service, and support.

During my 9-year tenure with Thomson Reuters, I advanced through a series of progressive roles to direct a team of 6 analysts in scrutinizing and compiling detailed reports on market trends and shareholder profiles for publicly traded corporations. These companies spanned electric utilities, independent power producers, packaged foods producers, and beverage manufacturers. ===========================================Select Highlights➜ Advanced in under 4 years to manage a multimillion-dollar book of business as one of the youngest Directors. ➜ Captured ~$350K in new business within first 18 months by originating and launching a commercially viable event-driven product offering that met the needs of corporations with small IR budgets.➜ Boosted U.S. workload capability 50% by training new analysts in the Manila, Philippines office on the fine points of internal reporting.➜ Retained top talent by fostering a positive culture of excellence and routinely discussing career progression options while leading and motivating a team of junior analysts.➜ Enlightened IR professionals’ conversations on non-deal roadshows and sell-side conferences by contributing to composition of a best practices study.➜ Customized client investor communication plans for current and prospective shareholders based on investment merits of client companies ➜ Enriched client corporate IR programs with ongoing capital markets advisement based on needs and priorities.➜ Leveraged quantitative and qualitative research reporting capabilities while testing client investor and non-investor responses to strategic initiatives.➜ Conducted stock market, economic, and industry training for new hires.

Earlier in my career, I ensured data accuracy, quality, and purity for product information, income statements, and earning releases by analyzing, detecting, and rectifying discrepancies.