Raymond Jones Email & Phone Number

San Mateo, California, Us

As Life360's VP of Investor Relations, I collaborate with executives, board members, public company investors and advisors, and ensure we develop a cohesive strategy and successfully execute our endeavors in the capital markets. My role involves:IPO Management: Developing the investor relations strategy, managing communications, and leading investor presentations and roadshows. I spearheaded efforts that drove our June 2024 $100 million US IPO on the Nasdaq, crafting a compelling investor narrative and connecting with key US-based investors which led to an oversubscribed initial public offering. Program and Functional Management: Implementing an investor relations program post-IPO, serving as the primary contact for the investment community, and managing quarterly earnings calls, conference appearances, and diligence meeting with investors.Analyst Relations: Recruiting and maintaining relationships with sell-side analysts and buy-side analysts and portfolio managers, providing them with timely information to support their understanding of our company’s prospects, and enabling them to build accurate financial models and make well-informed investment decisions.Strategic Messaging: Creating consistent messaging that communicates our value proposition and financial performance, and developing clear and compelling investor relations materials.Stakeholder Engagement: Advising executive management on investor perceptions and market trends, and fostering relationships with key internal stakeholders, as well as engaging external stakeholders who take substantial positions in our publicly traded equity and facilitate our company's success.I excel in translating complex financial data into strategic narratives, ensuring our story resonates with investors and aligns with our company’s vision. My expertise lies in bridging communication between our company and the financial community, establishing a transparent and trusting relationship.

New York, Us

In my role as leader of the investor relations function and corporate evangelist for a leading internet data company, I focused on engaging customer audiences, enhancing shareholder value, amplifying brand visibility, and driving awareness of our unique DaaS and SaaS offerings. My key responsibilities and achievements included: Spearheading Investor Relations Program: I led a robust investor relations program, focusing on enhancing shareholder value for a firm with a $500 million market capitalization. This involved strategic communication of the company's value proposition to institutional investors and managing investor expectations to foster long-term relationships. Public Speaking Evangelist: Represented the company at industry conferences, engaging target customer audiences and highlighting the unique value of our product offerings. My role involved articulating the benefits and applications of our SaaS and DaaS market research solutions to a diverse audience, reinforcing the company's position in the market. Content Creation and Lead Generation: Managed the 4 person team that launched our insights blog and then authored and published over 100 blog posts, attracting more than 200,000 views and generating hundreds of sales leads. Our content creation efforts contributed to $ millions in revenue, demonstrating the power of strategic content marketing in driving business growth. In summary, my role involved representing the company as a public speaking evangelist, leading the investor relations program, overseeing corporate communications, coordinating with PR agencies globally, securing earned media coverage, and contributing to content creation and lead generation. My focus on strategic communication, stakeholder engagement, and content marketing played a crucial role in amplifying shareholder value, enhancing brand visibility, and driving the company's success in the competitive market.

Austin, Texas, Us

Head of the Keller Offers (institutional investor home buying) and Keller Manage (home improvement, home maintenance, home ownership) businesses of kwx, which is the strategic holding company of Keller Williams Realty (KW).In my role, I focused on building teams, establishing operational frameworks, product development, marketing and cultivating business development partnerships to enhance efficiency, adaptability, and drive growth. My key responsibilities and achievements included the following: Operational Frameworks and Agile Methodologies: I established essential operational frameworks, incorporating the entrepreneurial operating system and agile product development methodologies. This approach enhanced organizational efficiency and adaptability, enabling the company to respond swiftly to market changes and opportunities. Drove Institutional Investor Home-Buying: I led the institutional investor home-buying startup within Keller Williams Realty, with full P&L responsibility and a team of 30 personnel, and established sponsor capital relationships essential to operations. My leadership in building the marketing funnel and product development function was critical to enhancing the company’s service offerings and enabling growth. Launch of the Homeownership Business: I successfully initiated the homeownership business with a team of 4 personnel, developing its product roadmap and overseeing the construction and launch of the minimum viable product. My efforts laid the groundwork for future scalability, showcasing my strategic vision and execution skills in bringing a new venture from zero to one. In summary, my role involved establishing operational frameworks, developing business partnerships, launching new business ventures, and implementing growth strategies. My strategic leadership in operational efficiency, market expansion, and product innovation significantly contributed to the company's adaptability and growth in a dynamic market environment.

Santa Ana, Ca, Us

COO for a leading real estate agent coaching and training company. Ran the 150+ person organization and led implementation of strategy and development of new product and services.In my role as a leader, I spearheaded the transformation and operational excellence of the company, aligning the management team with strategic goals and fostering a culture of high performance. My key responsibilities and achievements included: Leadership and Team Motivation: I led and motivated the company's management team, fostering a culture of high performance, continuous improvement, and strategic alignment. My leadership was instrumental in driving the organization towards achieving its strategic objectives. Process Improvements and Operational Excellence: I identified opportunities for process improvements, operational excellence, and efficiency gains. Implementing systems, technologies, and methodologies, I optimized operations to enhance productivity and effectiveness. Transitioning to a Subscription Model: I revolutionized the company’s operating model by transitioning from finite contract commitments to a perpetual subscription model. This strategic move enhanced financial stability and predictability, laying the groundwork for sustainable growth. In summary, my role involved leading the management team, driving process improvements, optimizing operations, and implementing strategic changes to the business model. My focus on operational excellence, financial stability, and client retention played a crucial role in preparing the company for growth opportunities and setting new performance benchmarks.

Executive leader in finance and operations which included GM of Affiliated Services (institutional investor home buying, digital advertising agency, mortgage, title) and head of corporate development, financial planning & analysis, and investor relations.In my role as General Manager for affiliated services, I was instrumental in driving revenue diversification, overseeing strategic finance operations, and leading significant growth initiatives. My key responsibilities and achievements consisted of the following: P&L Responsibility for Diversified Revenue Streams: I held P&L responsibility for Express Offers (institutional investor home buying) , mortgage and title services, and a media agency. My role involved driving diversified revenue streams and ensuring the profitability and sustainability of these services. Gross and Operating Margin Improvements: I managed initiatives that resulted in a gross margin expansion of nearly 100 basis points and an operating margin improvement of 300 basis points from negative to positive. These efforts culminated in the company's most profitable quarter on a net basis, demonstrating my capability in financial management and operational efficiency. Successful Acquisition of Showcase IDX: I led the successful acquisition of Showcase IDX, enhancing the company's real estate search technology capabilities. This strategic move further solidified the company's market position, expanding its technological assets and competitive edge. In summary, my role as EVP of Finance and Growth involved overseeing diversified revenue streams, directing strategic finance operations, and leading significant growth and profitability initiatives. My focus on strategic decision-making, financial management, and market expansion played a crucial role in driving the company's success and establishing a strong market position.

Seattle, Washington, Us

Led the distinguished investor relations function for the consumer-focused online real estate marketplace from a starting market capitalization of $300 million up to a high of $12 billion. Enabled the company to raise over $2 billion in the public markets. Executed deal support and diligence on 10 acquisitions totaling over $3 billion. Named an Institutional Investor All-America Executive 2018, 2019, and 2020.I utilized my expertise in equity valuation and led strategic efforts in presenting the company's shareholder value proposition, among other significant contributions to corporate strategy and governance. My key responsibilities and achievements included: Strategic Presentation to Institutional Investors: I led the strategic presentation of the company’s shareholder value proposition to institutional investors. My efforts in crafting and conveying external messaging were aimed at securing an accurate market valuation, minimizing shareholder turnover, and stabilizing share price. Successful Management of Investor Engagement: I successfully managed investor engagement and placement for five public primary equity and convertible offerings, raising a total of over $2.6 billion across various years. This demonstrated my proficiency in navigating the capital markets and securing funding for strategic initiatives. Mergers & Acquisitions Execution: Provided diligence and led critical communications to investors on 10 acquisitions totaling over $3 billion, enhancing our enterprise value. In summary, my role encompassed leveraging equity valuation expertise, strategically presenting shareholder value, managing investor relations for significant equity offerings, directing communication for acquisitions, and receiving industry recognition. My contributions were instrumental in enhancing compliance, transparency, shareholder value, and corporate governance, underscoring my strategic acumen and leadership in high-stakes corporate environments.

General partner responsible for investor relations, branding and marketing of the firm and its insurance-linked long term alternative investment products, including the initial $100 million Reg D offering.In my leadership role at the pioneering startup in alternative investments, I spearheaded marketing initiatives and engaged with a diverse array of qualified investors to expand the firm's investor base. My key responsibilities and achievements consisted of: Engaging with Diverse Investors: I proactively engaged with a diverse array of qualified investors, including pensions, endowments, foundations, sovereign wealth funds, corporations, fund-of-funds, family offices, high-net-worth individuals, and their investment consultants. This engagement was crucial in expanding the firm's investor base and securing capital commitments from a broad spectrum of investors. Successful Launch and Investor Onboarding: The successful launch of our Regulation D private placement in 2011 marked a significant milestone for the firm. My efforts in leading the capital raising campaign and engaging with investors were instrumental in the successful onboarding of new clients and securing the targeted capital. Building Brand Awareness and Investor Relations: My work extended beyond capital raising to include building brand awareness and fostering strong investor relations. Through strategic marketing efforts and direct engagement, I established a strong brand presence in the alternative investment market and developed enduring relationships with our investor community. In summary, my role involved leading marketing initiatives, engaging with a diverse investor base, and directing a significant capital raising campaign for a startup specializing in alternative investments. My focus on strategic marketing, investor engagement, and successful capital raising played a crucial role in expanding the firm's investor base and establishing a solid foundation for future growth.

San Francisco, California, Us

Drove equity investments for the wholly owned subsidiary firm Ragen Mackenzie with $5 billion AUM through a rigorous fundamentals-based investment approach using a primarily value-contrarian style. Achieved average alpha versus benchmarks exceeding 10 percentage points. Personally responsible for position sizes up to $100 million on individual recommendations. In my capacity as a senior investment research analyst at a Wells Fargo-owned firm, I oversaw investments in publicly traded equities across several sectors and managed substantial positions. My key responsibilities and achievements included: Equity Investments: I directed up to $500 million of Assets Under Management (AUM). My focus was on consumer discretionary, staples, and durables sectors, where I applied a value-focused investment discipline to optimize returns and minimize risks. Strategic Acquisition and Divestiture: I strategically managed both the acquisition and divestiture of public equity investment positions, with individual transactions valued up to $50 million. This involved meticulous market analysis, valuation, and timing to maximize capital gains for the firm and its clients. Value-Focused Investment Discipline: My investment approach was rooted in a contrarian, value-focused discipline, emphasizing long-term capital appreciation and risk management. This approach guided both my stock selection and timing for acquisitions and divestitures, ensuring sustainable growth and profitability for our investment portfolio. In summary, my role involved comprehensive management of equity positions, strategic oversight of investment transactions, and delivery of outstanding stock recommendation performance. My success in outperforming major indexes and achieving remarkable returns on stock recommendations highlighted my expertise and strategic insight in equity investments, contributing significantly to the firm's success and client portfolio growth.

Seattle, Washington, Us

Led the investor relations function for one of the leading fashion specialty merchant retailers in the U.S. with an $8 billion market capitalization. Engaged with institutional investors to facilitate diligence processes in building and maintaining multi-million dollar investment positions in Nordstrom (JWN) shares.I utilized my expertise in equity valuation and led strategic efforts in presenting the company's shareholder value proposition and elevating corporate strategy. My key responsibilities and achievements consisted of: Strategic Presentation to Institutional Investors: I led the strategic presentation of the company’s shareholder value proposition to institutional investors. My efforts in crafting and conveying external messaging were aimed at securing an accurate market valuation, minimizing shareholder turnover, and stabilizing share price. Successful Management of Investor Engagement: I successfully provided institutional investors with in-depth tours of stores around the country. These tours included walkthroughs of departments with detailed discussions of our strategy and examples of our effective merchandising which drove same store sales growth. I also presented to investors at conferences around the globe and conducted non-deal roadshows independently and with management.Leveraged Merchant Retail and Fashion Merchandise Expertise: Worked closely with merchandise buyers and category GMMs across footwear, beauty & cosmetics, women's and men's apparel, designer clothing, and accessories to execute and amplify our influence with vendors, customers and external stakeholders. Contributed to our high level results at industry and trade events as an evangelist for our shared strategic objectives to drive alignment.In summary, my role encompassed presenting our shareholder value proposition, managing investor relations, and amplifying our strategy. My contributions enhanced our strategic execution and ultimately our shareholder value.

Bachelor Of Science - Bs, Systems Engineering

Master Of Business Administration - Mba