I am a results-oriented investor relations and marketing professional. My experience in private equity has taught me to interface effectively with high powered, sophisticated clients as well as high net worth individual investors. I believe every contact I have with a client is a potential marketing opportunity. Working in investor relations provides me with insight into clients’ interests and concerns and enables me to create presentations and marketing collateral that are particularly relevant to investors. My experience creating a marketing program for a registered broker/dealer has given me significant exposure to regulatory requirements so that I am certain the sales collateral I produce is compliant as well as compelling. From creating marketing materials to responding to RFP and due diligence requests, I have learned how to work across organizations and build relationships to get the information and data I need while improving processes to minimize demands on other areas of the organization. I have a passion for investor relations and a natural ability to synthesize information and improve processes. If you would like to speak with me, I can be reached at Jennifer.breetz(at)gmail.comSecurities Licenses: Series 7 & 63Specialties: Investor relations, marketing, client communications, corporate communications, client service, compliance, operations, due diligence, improving processes, synthesizing information, CRM databasesFocus: Private equity, venture capital, alternative investments
Listed skills include Investor Relations, Investor Relations Support, Marketing, Marketing Communications, and 10 others.
