Vice President
CurrentIn my current role, I optimize client health, growth, and retention for boutique advisory firm that partners with investor relations (IR) professionals and C-suite executives to elevate brand position through a compelling story. To accomplish this, I:✔ Orchestrate a portfolio of engagement projects.✔ Foster a high-energy, entrepreneurial, collaborative culture and employ a research-based approach. ✔ Organize and motivate team members in delivering multidimensional advisory services. ✔ Oversee primary investor research; execute sophisticated analyses; assess findings; and compose enlightening research reports, including white papers. ✔ Develop investor guidance and demonstrations; attend client meetings to advise on research, recommendations, and IR best practices.✔ Present discoveries to senior leadership and board of directors, as well as at industry conferences. ===========================================Select Highlights➜ Supported company in maintaining a stellar reputation along with a 5-year CAGR of 34%.➜ Amplified annual retainer business 46% accounting for 19% of total 2019 revenue.➜ Improved client-engagement productivity and visibility; tracking of client-project hours; and billing capabilities.➜ Continued to acquire new business and assist company in doubling staff after smoothly transitioning to remote work from North Carolina.