Karen Breen

Karen Breen Email and Phone Number

Director @ BMO Harris Bank
Denver, CO, US
Karen Breen's Location
Denver, Colorado, United States, United States
Karen Breen's Contact Details

Karen Breen personal email

n/a

Karen Breen phone numbers

About Karen Breen

As a former Treasurer of a NSDQ-traded global company and CFO of a private company, I relied heavily on a group of talented bankers to help design an optimal treasury infrastructure and capital structure that supported our growth initiatives. BMO is the 8th largest bank in North America and we have deep institutional knowledge in capital markets, syndicated and sole bank credit facilities, treasury, FX, equipment and ESOP formations/financings. Shoot me an email at karen.breen@bmo.com

Karen Breen's Current Company Details
BMO Harris Bank

Bmo Harris Bank

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Director
Denver, CO, US
Karen Breen Work Experience Details
  • Bmo Harris Bank
    Director
    Bmo Harris Bank
    Denver, Co, Us
  • Bmo Harris Bank
    Director
    Bmo Harris Bank Jul 2021 - Present
    Chicago, Illinois, Us
  • Embark
    Managing Director
    Embark May 2020 - Jul 2021
    Dallas, Texas, Us
    Companies are increasingly using both inside and outside talent to ensure they have the Right Talent at the Right Time for the Right Needs. Embark is a team of wicked smart, ex-Big 4 accountants that work alongside your finance and accounting teams to assist with: • Hypergrowth/ Building Finance Departments after Venture, Private Equity Capital Raises• Monthly, Quarterly, YE Financial Reporting / SEC Filings• Complex Accounting Implementations• Acquisition Due Diligence / Integration, Quality of Earnings• Audit / IPO Readiness• Back Office Efficiencies / Scalability• Process Documentation, Internal Controls Testing, SOX• ERP Systems Testing• Filling Critical Role Vacancies • Corporate Relocations
  • Wells Fargo
    Business Development Officer
    Wells Fargo Dec 2016 - Aug 2018
    San Francisco, California, Us
    Leveraged professional network to identify, grow and retain new banking relationships.
  • Mobile Accord, Inc.
    Chief Financial Officer
    Mobile Accord, Inc. Jun 2013 - Dec 2016
    Denver, Co, Us
    -Built a nimble, high-performance finance / accounting function to support the scale and success of a young organization.- Assisted with the raise of $40M in private investors- Migrated from QuickBooks to Great Plains- Established offshore accounting team in Nairobi- Negotiated first line of credit- Wrote the offering memorandum for sale of a non-core business- Established robust cash flow forecasting model- Reduced DSOs by 20 days to 57
  • Teletech
    Global Treasurer, Vp Investor Relations And Business Development
    Teletech May 2001 - May 2013
    Greenwood Village, Colorado, Us
    Responsible for developing consistent and transparent, global investor communication strategy to ensure a fair equity valuation.Reported directly to the CFO/CEO and was tightly integrated with key internal departments and senior management.Proven track record of leading a best-in-class investor relations program on a global level, building a strong investor relations strategy with nimble resources.Responsibilities included:• Planned, executed and managed the investor relations program.• Developed an extensive knowledge of the company's mission, business.• Built and executed an investor targeting plan to support the company's strategy, and managed various key investor events, investor conferences, annual shareholder meetings and earnings calls.• Regularly met with investors to articulate the Company's mission, business, and strategy.• Demonstrated success in building and elevating analyst coverage in a continued corporate growth environment.• Provided timely and consistent communication regarding our mission, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company's short term and long-term performance.• Continually gathered, monitored, and reported on marketplace intelligence and informed, educated and coached management about financial and industry trends, shareholder interests & concerns, and competitor actions that may impact the the company.• Led industry benchmarking that included key messaging, appropriate level of disclosures and presentation formats.Led global treasury activities, including capital markets, hedging transactions, leasing, share repurchase and global cash management.Managed all commercial banking relationships; negotiated several revolving credit facilities ranging from $100M to $500M. Implemented a centralized, global cash management capability in 19 countries.
  • Rhythms Netconnections
    Vp Of Investor Relations
    Rhythms Netconnections Apr 1999 - May 2001
    Us
    Built the I/R department from IPO inception dealing with both high-yield and equity analysts.Announced as IPO of the year in 1999.Responsible for developing consistent and transparent, global investor communication strategy to ensure a fair equity valuation.Reported directly to the CFO/CEO and was tightly integrated with key internal departments and senior management.Proven track record of leading a best-in-class investor relations program on a global level, building a strong investor relations strategy with nimble resources.Responsibilities included:• Planned, executed and managed the investor relations program.• Developed an extensive knowledge of the company's mission, business.• Built and executed an investor targeting plan to support the company's strategy, and managed various key investor events, investor conferences, annual shareholder meetings and earnings calls.• Regularly met with investors to articulate the Company's mission, business, and strategy.• Demonstrated success in building and elevating analyst coverage in a continued corporate growth environment.• Provided timely and consistent communication regarding our mission, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company's short term and long-term performance.• Continually gathered, monitored, and reported on marketplace intelligence and informed, educated and coached management about financial and industry trends, shareholder interests & concerns, and competitor actions that may impact the the company.• Led industry benchmarking that included key messaging, appropriate level of disclosures and presentation formats.
  • Teletech
    Director Of Investor Relations
    Teletech Jul 1996 - Apr 1999
    Greenwood Village, Colorado, Us
    Started and ran the I/R department from inception of the IPO through a significant growth phase participating in numerous global investor outreach and sell-side building initiatives, a secondary offering, competitive profiling and financial analysis.Responsible for developing consistent and transparent, global investor communication strategy to ensure a fair equity valuation. Reported directly to the CFO/CEO and was tightly integrated with key internal departments and senior management.Proven track record of leading a best-in-class investor relations program on a global level, building a strong investor relations strategy with nimble resources.Responsibilities included: • Planned, executed and managed the investor relations program. • Developed an extensive knowledge of the company's mission, business.• Built and executed an investor targeting plan to support the company's strategy, and managed various key investor events, investor conferences, annual shareholder meetings and earnings calls. • Regularly met with investors to articulate the Company's mission, business, and strategy.• Demonstrated success in building and elevating analyst coverage in a continued corporate growth environment.• Provided timely and consistent communication regarding our mission, strategy, and operational and financial objectives, as well as establishing realistic expectations for the company's short term and long-term performance.• Continually gathered, monitored, and reported on marketplace intelligence and informed, educated and coached management about financial and industry trends, shareholder interests & concerns, and competitor actions that may impact the the company.• Led industry benchmarking that included key messaging, appropriate level of disclosures and presentation formats.
  • Acx Technologies (Spin-Off Company From Adolph Coors)
    Director Investor Relations
    Acx Technologies (Spin-Off Company From Adolph Coors) Jan 1992 - Jul 1996
    Asked to move from the Corporate Financial Consolidation and SEC Reporting group at Adolph Coors Company to build and lead the I/R department upon the spin-off of Adolph Coors non-beer businesses which included thei mini-mill aluminum, consumer packaging, ceramics, and technology business.Participated in the decision to list on the NYSE as part of the spin-off process.Assisted in numerous treasury-related initiatives incuding FX hedging, S&P and rating agency preparations and presentions.
  • Molson Coors
    Manager Of Global Financial And Sec Reporting
    Molson Coors Jan 1989 - Jan 1992
    Chicago, Illinois, Us
    Responsible for consolidation and reporting of global subsidiaries; responsible for interpretation and global implementation of new accounting standards.Designed, installed and managed Hyperion financial consolidation software system for actual, forecast and budget reporting
  • H.J. Heinz
    Manager Of Global Consolidation And Sec Financial Reporting
    H.J. Heinz Jan 1985 - Jan 1989
    Responsible for worldwide consolidation, SEC reporting of 40+ entitiesInstalled Hyperion financial consolidation software system for actual, forecast, budget, debt covenant reporting
  • Ernst & Young
    Audit Senior
    Ernst & Young Jan 1981 - Jan 1985
    London, Gb
    Involved in the audit of numerous steel, technology, chemical and healthcare companies

Karen Breen Education Details

  • Penn State University
    Penn State University
    Accounting

Frequently Asked Questions about Karen Breen

What company does Karen Breen work for?

Karen Breen works for Bmo Harris Bank

What is Karen Breen's role at the current company?

Karen Breen's current role is Director.

What is Karen Breen's email address?

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What is Karen Breen's direct phone number?

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What schools did Karen Breen attend?

Karen Breen attended Penn State University.

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