Created the company’s first investor relations function following its August 2020 initial public offering,including targeting and outreach, sell-side outreach, management and board reporting. Orchestrated the announcement of a CFO change just two months after the IPO. This initiative was launched onmy third day on the job, and the strategy and messaging I recommended was fully executed by the company, minimizing impact on the company’s stock price and preserving credibility with investors and analysts. Led the company’s Environmental/Social/Governance reporting efforts: recruited internal ESG task force, wrote content for the company’s first-ever ESG report, developed ongoing ESG game plan and gained buy-in from executive leadership. Executed an internal road show to re-introduce employees to life in a public company and gain buy-in for strategic initiatives. Managed relationships with rating agencies and created all roadshow messaging documents for the refinance of $3.2 billion of long term debt, resulting in the tightest pricing ever on a below-investment-grade Senior Notes offering.

Reintroduced company to the investment community after a two-year refile and restatement process. Expanded outreach to sell-side; added four new sell-side analysts to the coverage universe. Simplified an overly complex investor narrative to reposition the company as a SaaS/PaaS software provider. Executed a successful investor day that resulted in an immediate 10 percent increase in share price. Defended the company against a concerted, relentless short attack and preserved all core institutional shareholders.

Investor Relations and Corporate Communications leader for one of the largest bank holding companies in the U.S.Investor Relations: Named to Institutional Investor Magazine’s All-America Executive Team as one of the top investor relations officers in the midcap banking sector for 2016, 2017, and 2018. (#2 out of over 50 IROs mentioned.) Developed comprehensive IR marketing plan that minimized time commitment from executive leadership team while thoroughly covering key money centers and investor conferences. Overcame structural issues including limited float and insider ownership concentration while increasing institutional ownership 25 percent and trading volume 300 percent over a five-year period. Established thought leadership in energy banking and became a go-to resource for investors and analysts during the oil and gas downturn of 2014-2016. Developed regression analysis comparing criticized loans and loan loss expectations for energy banks that was adopted by key sell-side analysts. Managed relationships with bondholders and debt rating agencies such as Moody’s, S&P, and Fitch Ratings. Created the company’s three-year strategic plan.Corporate Communications: Managed five-person corporate communications department, including employee communications, public relations, crisis management, and legislative affairs. Coordinated crisis management initiatives including a major system outage caused by a tornado strike and a far-reaching fraud perpetuated by executives in the bank’s trust department. Oversaw the selection, implementation, and ongoing administration of a new intranet that significantly increased employee engagement. Deployed AGILE programming tools to better manage workflow in the corporate communications department, facilitate training of less-experienced communicators, and cross-train the entire team. Gained positive PR coverage in media outlets including CNBC, the Wall Street Journal, Forbes, and Investors’ Business Daily.

Senior executive at a national top 40 public relations/investor relations firm. Leader on complex engagements, including public company mergers, initial public offerings and crisis communications. 2003-2008: Rebuilt the firm's investor relations practice following the collapse of the tech bubble, refocusing sales efforts on larger public companies; finding new markets where we could apply the IR skill set; and upgrading the IR team. As a result of these efforts, IR revenues grew three-fold in one year and the practice was resurrected as a consistently profitable seven-figure line of business. 2008-2013: Developed, built and grew a seven-figure public relations practice focused on healthcare, education, and enterprise technology clients, while also leading select investor relations accounts. Served as leader on the firm's crisis communications engagements, including a range of bet-the-company matters such as proxy fights, regulatory actions, malpractice, and environmental issues.

Restructured the company’s financial reporting, increasing the level of disclosure, transparency, and accuracy. Worked with senior management to craft and refine the company’s message during an extremely volatile time in the company’s history, which included two CEO resignations and ongoing poor financial performance. Advised CEO during merger negotiations with two major competitors, resulting in the sale of the company.

Served as primary company spokesman with the investment community. Managed investor relations program, including investor targeting, coordinating investor meetings and conferences, planning quarterly conference calls, and assisting with public reporting to investors.

Responsible for all aspects of the treasury function, including insurance risk management, banking relationships, foreign exchange hedging, global cash management, retirement plan administration, mergers and acquisitions, and investor relations. Built the company’s investor relations function in preparation for a secondary public offering.