Senior Director
Current• Directly advise CEOs, CFOs, and Board Members at publicly traded companies on how to effectively execute their investor relations, social media and corporate communications strategies for the media and Wall Street.• Worked as an extension of our clients IR teams to support all aspects of the earnings process, including analyzing quarterly performance, drafting of earnings script, shareholder letter and press release, as well as preparation of Q&A analysis. • Utilized generative AI strategies for Investor Relations clients including meeting summarization, earnings script writing, competitive analysis and targeting. • Directly Manage and oversee a team of 12 members who provide insights to clients on capital markets trends, equity surveillance, competitive landscape, and investor relations best practices. • Consulted public firms on best practices around investor outreach, investor conferences, non-deal roadshows, investor days, and IR effectiveness.• Advised clients on sell-side relationships, managed consensus models including estimates, ratings, reports, and notable changes. • Implemented various targeting strategies based on competitive valuation, peer ownership, IR media engagement to drive quality investor meetings.• Responsible for developing annual investor outreach plans, including presenting strategic and tactical goals to c-suite executives. • Guided public companies ESG efforts by advising on information collection, emerging best practices, and disclosures.
