Jeffrey Richardson Email & Phone Number
@fisherinvestments.com
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Who is Jeffrey Richardson? Overview
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Jeffrey Richardson is listed as Investment Counselor at Fisher Investments at Fisher Investments, a with 2996 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Jeffrey Richardson.
Jeffrey Richardson previously worked as Investment Counselor at Fisher Investments and Investor Relations - Global Head of Business Development at Feedbooks.Com. Jeffrey Richardson holds Bachelor Of Science (Bs), Finance (Concentration In Marketing) from Louisiana State University.
Email format at Fisher Investments
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About Jeffrey Richardson
As a results-driven, tenacious corporate communications, investment management/financial services professional, I have successful experience in progressive accountability and accomplishments in creating/delivering strategies and solutions to meet the needs of a diverse clientele. Liaising across multiple functional disciplines to resolve corporate/financial issues and produce optimum results is one of my key competencies. Extensive collaboration with investment banks and sell-side research analyst companies including Bank of America/Merrill Lynch; Citigroup; Cheuvreux; Credit Suisse; Deutsche Bank; Exane BNP Paribas; Fox-Pitt Kelton (Macquarie); Goldman Sachs; HSBC; JP Morgan; Keefe, Bruyette & Woods; Morgan Stanley; Oddo Securities; Royal Bank of Scotland; UBS; and Societe Generale. Notable accomplishments:** Instrumental in driving an NYSE Euronext Listed company’s valuation resulting in organization being acquired for $2 billion in less than 24 months from IPO. ** Key Relationship Manager accountable for Financial/Corporate Communications between Sell/Buy-Side Analysts, Rating Agencies (AM Best, S&P and Fitch), Shareholders and Investors (including Hedge Funds, Private Equity, and Institutional Investors).** Demonstrated knowledge and experience in working successfully with elite Sell-Side Analysts (Goldman Sachs, Credit Suisse, Citigroup and others).** Created target Sell-Side Analyst list, benchmarked peer group, and developed consensus reporting to analyst community on a quarterly basis.** Proven talent for creating storyline and building rapport with Analyst Community with results encompassing an increase in share rating and greater visibility.
Listed skills include Investments, Asset Management, Portfolio Management, Financial Modeling, and 34 others.
Jeffrey Richardson's current company
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Jeffrey Richardson work experience
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Investor Relations - Global Head Of Business Development
CurrentExplore business opportunities with, and serve as key contact for Executive Management with top tier US and European Publishing/Media and OEM companies, covering North America, Canada, Europe, Australia, and Asia. Obtain/schedule meetings and conference calls with all Publishing/Media companies while identifying potential targets. Directly report to Founder/CEO.** Successfully secured and executed eBook contracts and business agreements between all Top Tier publishing houses in the US, Canada and Europe, including worldwide OEM agreements for eReading devices and tablets, resulting in an increase in revenues and enhancing profitability prospects for company.**Designed and created marketing presentations to be used for publisher and investor introductions/meetings.
Engagement Manager
Vp, Assistant Director Investor Relations
Investor Relations Manager - Senior Financial Analyst
Directed Investor Relations Department with primary responsibility as Key Relationships Manager for Sell-Side/Buy-Side Analysts, Rating Agencies, Consultants and Institutional Investors facilitating all financial and company matters. Responded to inquiries by Sell-Side/Buy-Side Analysts, Rating Agencies, Investment Bankers, Portfolio Managers, Investors, Consultant, and Journalists to ensure all questions and concerns were expertly managed.Maintained company’s website, to ensure that all financial data and company messaging was accurate and up to date. Assisted, edited, and contributed to the Annual Report and other required financial disclosures. **Member of Finance and Investment Committee. Played active role working with Asset Management Team and CFO’s worldwide.**Managed, drafted, and distributed, internally/externally, all company press releases, including review of Quarterly Earnings, and creation of a Q&A document listing questions from Analyst prior to release of Quarterly Results to inform company management of potential concerns and issues.**Provided Consensus Estimates to Sell-Side Analysts prior to Results publication. Organized and prepared Quarterly Results Call and Presentation to Wall Street Analysts and Investors.**Coordinated and scheduled all meetings/conferences/conference calls with Wall Street Analysts and Investors including Road Shows in the US and Europe. Created all Corporate, Investor and Analyst presentations.**Analyzed Sell-Side Analyst Models to facilitate an open and constructive dialogue between the company and Analyst Community. Expert at using industry knowledge, diplomacy, tact, and influencing skills to successfully turnaround challenging Analyst situations.**Conducted Competition Analysis among company’s peer group as a means of providing a benchmark for senior management and a model for establishing the group’s best practices.
Investment Advisor - Branch Manager/Registered Principal
Managed assets in excess of $50 million. Operated branch office, and supervised Registered Representative and office staff. Conducted investment seminars, made client presentations, and engaged in numerous public speaking activities. Structured bond and equity portfolios implementing various financial strategies.**Restored branch office to profitability within 6 months of hire through cost reduction and restructuring of business.**Ranked in Top 10% of sales, 2004-2006, among 1,600 Financial Advisors nationwide.
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
Tom Cole, Cfa
Colleague at Fisher InvestmentsSan Francisco Bay Area, United States
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Erin Ramey
Colleague at Fisher InvestmentsPortland, Oregon, United States
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Jasmine Nomura
Colleague at Fisher InvestmentsVancouver, Washington, United States
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Jason Granados
Colleague at Fisher InvestmentsUnited States
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Louis Spock
Colleague at Fisher InvestmentsPortland, Oregon, United States
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Raymond Pierott
Colleague at Fisher InvestmentsAubrey, Texas, United States
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Molly Schmidlkofer
Colleague at Fisher InvestmentsVancouver, Washington, United States
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Scott Botterman, Cfa
Colleague at Fisher InvestmentsSan Francisco, California, United States
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Christopher Gonzalez
Colleague at Fisher InvestmentsDallas-Fort Worth Metroplex, United States
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Adam Millman
Colleague at Fisher InvestmentsFrisco, Texas, United States
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Jeffrey Richardson education
Bachelor Of Science (Bs), Finance (Concentration In Marketing)
Education record
Frequently asked questions about Jeffrey Richardson
Quick answers generated from the profile data available on this page.
What company does Jeffrey Richardson work for?
Jeffrey Richardson works for Fisher Investments.
What is Jeffrey Richardson's role at Fisher Investments?
Jeffrey Richardson is listed as Investment Counselor at Fisher Investments at Fisher Investments.
What is Jeffrey Richardson's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Jeffrey Richardson at Fisher Investments.
Where is Jeffrey Richardson based?
Jeffrey Richardson is based in San Francisco Bay Area, United States while working with Fisher Investments.
What companies has Jeffrey Richardson worked for?
Jeffrey Richardson has worked for Fisher Investments, Feedbooks.Com, Visionary, Citizens Financial Group, Inc., and Paris Re.
Who are Jeffrey Richardson's colleagues at Fisher Investments?
Jeffrey Richardson's colleagues at Fisher Investments include Tom Cole, Cfa, Erin Ramey, Jasmine Nomura, Jason Granados, and Louis Spock.
How can I contact Jeffrey Richardson?
You can use AeroLeads to view verified contact signals for Jeffrey Richardson at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Richardson attend?
Jeffrey Richardson holds Bachelor Of Science (Bs), Finance (Concentration In Marketing) from Louisiana State University.
What skills is Jeffrey Richardson known for?
Jeffrey Richardson is listed with skills including Investments, Asset Management, Portfolio Management, Financial Modeling, Corporate Communications, Investor/Analyst Relations, Financial/Capital Markets, and Sell/Buy Side Analysis.
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