Patrick Phalon Email & Phone Number

New York, United States

• Lead client contact charged with devising and executing comprehensive corporate communications and media relations campaigns for VC-backed startup technology companies, with a focus on the fintech, AI and EV charging and renewable energy management sectors.• Senior account manager responsible for overseeing a portfolio of clients and developing high-level media relations strategies that successfully intersect with client business goals and objectives to drive revenue growth, investor interest, new product awareness and other key metrics.• Manage team resources and effectively coordinate work across both senior and junior team members as issues arise to help meet and exceed firm revenue and billability goals.• Primary role in all aspects of new business pitch process, including research, idea generation, program development and client presentation.

• Senior member of financial services focused boutique PR firm responsible for directing a full range of public relations activities on behalf of clients in investment banking, corporate & commercial banking, fintech and asset management.• Create and implement communications programs and media outreach strategies - in close collaboration with client leadership teams – to help enhance and expand overall market awareness for clients around key initiatives, new products, executive leadership and further specific business goals through positive press outcomes. • Inform and develop firm business strategy and new business development, in consultation with firm leadership.

• Create and execute strategic messaging programs to enhance client and market awareness of the firm’s ETF, International Equity and Fixed Income, ESG / Sustainable Investing and Carlyle Private Credit JV business lines, as well as related M&A, with key external influencers. • Led ongoing media relations buildout for firm’s start-up ETF business through proactive idea generation, strategy development and press outreach that significantly increased profile of business, with more than 250+ media placements (including Barron’s, Financial Times, New York Times, Wall Street Journal, CNBC and Bloomberg, among others) from August 2017 – YTD. • Focused media strategy also helped drive growth of ETF platform from start-up to standalone $5B business with strong client and market recognition over same time period. • Partner with social media team to develop and execute dynamic and engaging social media content ideas for senior leadership, channel heads and investment products. • Help manage all crisis and reputation management issues involving public profile of the firm globally. • Member of comms integration team supporting Invesco / OppenheimerFunds acquisition. • Senior member of Public Affairs team leadership matrix overseeing / mentoring junior PR and social staff.

• Developed and implemented strategic communications programs in the Americas for both external and internal stakeholders, including senior management, media, clients and employees.• Media spokesperson responsible for all crisis management issues and proactively expanding the bank’s public profile in capital markets and investment banking.• Led all aspects of communications effort for Mizuho's acquisition of Royal Bank of Scotland’s US investment banking assets. Orchestrated high-level communications strategy to demonstrate necessity and value of transaction for firm to a variety of internal and external audiences, including clients, new and existing staff and the market/press.• Wrote internal and external communications for senior management, business leaders and staff, including speeches, business updates and content for intranet, website and social media channels (Twitter, LinkedIn and Facebook). • Coordinated extensively with international counterparts in Tokyo, London and globally to communicate successful US press/content initiatives and provide potential pitch ideas for those markets.

• Instituted media relations plan for newly formed trading and technology company spun off from BNY Mellon that substantially expanded press coverage through extensive marketing and relationship-building with business reporters and editors. • Sole media relations practitioner responsible for overseeing global media relations profile of the company, including equities, options, fixed-income and global investment technology and electronic trading.• Managed all crisis and reputation management issues involving public profile of the firm globally.• Mediated print interviews between senior staff and reporters.

• Managed media relations profile of investment bank in the Americas. • Prepared senior leaders for interviews across various businesses, including equities and fixed income trading, research, FX, commodities, capital markets and investment bank-ing, project finance and emerging markets. • Communicated extensively with senior Americas and global leadership teams in London, Amsterdam and Sao Paulo on daily US and Latin America press coverage.• Managed all crisis and reputation management issues involving the public profile of the investment bank in the Americas.• Member of deal team for integration communications for ABN AMRO’s acquisition of ING Baring’s US investment banking platform.

• Researched and prepared daily industry news briefing for senior management team.• Coordinated daily and weekly televised interviews between sector analysts and broadcast media.• Created and organized monthly media summary books for senior management team and sector analysts.• Assisted in media calls during ABN AMRO’s acquisition of ING Barings' US securities business.

Bachelor Of Arts, History

Education record

Fixed-Income I and II Microeconomic Analysis – Graduate Level