Lisa Hartman

Lisa Hartman Email and Phone Number

San Francisco, CA, US
Lisa Hartman's Location
San Francisco, California, United States, United States
Lisa Hartman's Contact Details
About Lisa Hartman

I am a strategic business leader and investor relations executive with experience in the technology and financial services industries. My progressive career spans 15 years in investor relations, six years across accounting, finance, and treasury and two years in marketing. As a skilled collaborator, I establish outstanding relationships across all levels of the organization and with external stakeholders including top influencers in the investment community. I bring a proven track record of developing and executing strategic IR, finance, and channel initiatives and building and leading global cross-functional teams. I am proud to be serving my sixth year as board member of the San Francisco Chapter of the National Investor Relations Institute.Areas of Expertise: Investor Relations Strategy and Execution ▪ Strategic Communications ▪ Accounting and Finance ▪ ESG ▪ Shareholder Activism ▪ Investor Targeting ▪ Business Transformation ▪ Mergers & Acquisitions ▪ Change Management ▪ Management Transitions ▪ Channel Programs ▪ Debt IPO ▪ Public Disclosure ▪ Product Launches ▪ Corporate Governance ▪ Global Cross-Functional Teams

Lisa Hartman's Current Company Details
NIRI: The Association for Investor Relations

Niri: The Association For Investor Relations

View
Board Member
San Francisco, CA, US
Website:
niri.org
Employees:
1
Lisa Hartman Work Experience Details
  • Niri: The Association For Investor Relations
    Board Member
    Niri: The Association For Investor Relations
    San Francisco, Ca, Us
  • Niri: The Association For Investor Relations
    Board Member
    Niri: The Association For Investor Relations Dec 2023 - Present
    Alexandria, Virginia, Us
    Currently serving a four-year term as a Board member providing strategic advice and governance oversight to the NIRI professional association.
  • Enersys
    Vice President, Head Of Investor Relations And Corporate Communications
    Enersys Nov 2023 - Present
    Reading, Pa, Us
  • Enersys
    Vice President, Head Of Investor Relations
    Enersys Feb 2022 - Nov 2023
    Reading, Pa, Us
    As the global leader in stored energy solutions, EnerSys (NYSE: ENS) is redefining technology, empowering customers and meeting the needs of a changing world. EnerSys is "Powering the Future" of megatrends including 5G, uninterrupted power and EV charging.As the head of IR, I am responsible for developing and overseeing the execution of the company's global investor relations strategy.
  • Niri San Francisco
    Board Member
    Niri San Francisco Jun 2016 - Present
    San Francisco, Ca, Us
    VP Programs (2022 - Present)President (2020 - 2022)VP Communications (2018 - 2020)About NIRIFounded in 1969, the National Investor Relations Institute (NIRI) is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The largest professional investor relations association in the world, NIRI’s more than 3,300 members represent over 1,600 publicly held companies and $9 trillion in stock market capitalization. NIRI is dedicated to advancing the practice of investor relations and the professional competency and stature of its members.About the San Francisco ChapterThe San Francisco Chapter of NIRI was founded in 1977, making it one of the oldest, largest, and most established local chapters in the United States. NIRI San Francisco is comprised of approximately 160 investor relations practitioners from the San Francisco Bay Area, resulting in a dynamic mix of IR professionals dedicated to promoting best practices in the field of investor relations. www.nirsf.org
  • Redwood Trust, Inc.
    Senior Vice President, Head Of Investor Relations
    Redwood Trust, Inc. Dec 2018 - Feb 2022
    Mill Valley, California, Us
    Responsible for developing and overseeing the execution of the investor relations, corporate communications and ESG strategy at Redwood Trust (NYSE: RWT), a specialized financial services company headquartered in the San Francisco Bay Area with offices in Denver, Irvine, and New York.
  • Juniper Networks
    Senior Director, Investor Relations
    Juniper Networks May 2016 - Dec 2017
    Sunnyvale, Ca, Us
    With a progressive career within Juniper, my responsibilities and scope of work reached a broad range. Most recently, I was accountable for developing and executing on all aspects of the global IR program including strategy, operating plans, and budget.Key contributions included:Developed messaging and wrote content for quarterly financial disclosures including CEO and CFO scripts, press releases, Q&A documents and SEC filings. Functioned as lead contact for top tier buy-side analysts, portfolio managers and ~30 sell-side analysts, ensuring consistency in messaging of the company’s strategy and financial results. Presented Company’s strategy and value proposition at investor conferences, international tradeshows, roadshows, and company hosted events. Recognized as a strategic advisor to the CEO, CFO, and BOD on Wall Street perception, trading activity, and the company’s annual and quarterly communication strategy. Led corporate governance initiatives including BOD interaction with shareholders, development of the annual report and proxy, and facilitation of discussions with investors, governance analysts, and senior management.
  • Juniper Networks
    Senior Director, Worldwide Partner Investments
    Juniper Networks Feb 2015 - Apr 2016
    Sunnyvale, Ca, Us
    Reported to VP, Partner Marketing with an annual budget of ~$100M to drive global partner revenue growth through loyalty programs, marketing development funds, and marketing events.
  • Juniper Networks
    Senior Director, Worldwide Partner Engagement
    Juniper Networks Jun 2014 - Jan 2015
    Sunnyvale, Ca, Us
    Led a team of 6 to drive partner engagement and loyalty by developing the strategy and content for semi-annual partner advisory councils and business planning sessions held in Asia, Europe, and the Americas.
  • Juniper Networks
    Senior Director, Investor Relations
    Juniper Networks Sep 2013 - May 2014
    Sunnyvale, Ca, Us
    Participated in executing the Company’s capital allocation strategy with $1.2B in accelerated share repurchases and raising $350M with a secondary bond offering.
  • Juniper Networks
    Director, Investor Relations
    Juniper Networks Mar 2011 - Sep 2013
    Sunnyvale, Ca, Us
    Collaborated with the communications staff in creating the Company’s external and internal messages ensuring external and internal communications are integrated and consistent. Served as a senior spokesperson; presented the Company’s strategy and value proposition to financial analysts and portfolio managers at investor events, meetings, and international roadshows. Directed staff through developing executive presentations, scripts, and anticipated Q/A for investor events and meetings; advised and prepared CEO, CFO, and other company executives for communications with Wall Street.
  • Juniper Networks
    Senior Manager, Treasury
    Juniper Networks Aug 2010 - Mar 2011
    Sunnyvale, Ca, Us
    Reported to the VP of Treasury, played a key role in helping the Company achieve investment grade ratings from Moody's and S&P and successfully issue a $1B bond offering. Developed presentation content and speaking points for Founder/CTO and EVP of Sales to Moody’s and S&P rating agencies. Produced anticipated Q&A documentation for CFO conversations with fixed income analysts; participated in the “go-live” process fielding questions with interested bondholders.
  • Juniper Networks
    Investor Relations Manager
    Juniper Networks Nov 2007 - Aug 2010
    Sunnyvale, Ca, Us
    Supported all aspects of the earnings release process, including scripting, preparing press releases, developing anticipated questions and answers, and creating presentation slides for the webcast and call. Developed and executed the annual investor targeting strategy to nurture and diversify the shareholder base. Collaborated with legal team to develop annual report and proxy; facilitated proxy discussions with governance analysts.
  • Lam Research
    Investor Relations Analyst
    Lam Research Jan 2003 - Oct 2007
    Fremont, Ca, Us
    Managed relationships with sell-side and buy-side analysts communicating Company’s message and strategy. Executed global investor events in the US and China.
  • Lam Research
    Financial Analyst / Gl Accountant
    Lam Research Jan 1998 - Jan 2003
    Fremont, Ca, Us

Lisa Hartman Skills

Global Cross Functional Team Leadership Channel Partners Investor Relations Finance Sec Filings Financial Analysis Competitive Analysis Strategic Communications Business Development Corporate Governance Shareholder Activism Partner Investments Cross Functional Team Leadership Mergers And Acquisitions Corporate Finance Business Strategy Strategic Planning Strategy Executive Management Financial Modeling Strategic Partnerships Capital Markets Valuation Business Planning Program Management Investments

Lisa Hartman Education Details

  • Cornell Johnson Graduate School Of Management
    Cornell Johnson Graduate School Of Management
    Master Of Business Administration - Mba
  • San José State University
    San José State University
    Accounting

Frequently Asked Questions about Lisa Hartman

What company does Lisa Hartman work for?

Lisa Hartman works for Niri: The Association For Investor Relations

What is Lisa Hartman's role at the current company?

Lisa Hartman's current role is Board Member.

What is Lisa Hartman's email address?

Lisa Hartman's email address is lm****@****ail.com

What schools did Lisa Hartman attend?

Lisa Hartman attended Cornell Johnson Graduate School Of Management, San José State University.

What skills is Lisa Hartman known for?

Lisa Hartman has skills like Global Cross Functional Team Leadership, Channel Partners, Investor Relations, Finance, Sec Filings, Financial Analysis, Competitive Analysis, Strategic Communications, Business Development, Corporate Governance, Shareholder Activism, Partner Investments.

Who are Lisa Hartman's colleagues?

Lisa Hartman's colleagues are Iman Hannon, Charles Atherton, Iman Hannon, Cm, Iom, Niri Team, Bles Dones, Rupal Turner, David Dixon.

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