Director- Advisory Services
Greater Chicago Area
• Perform shareholder targeting, attribution analysis, and institutional tracking to develop client's investor relations strategy as well as optimal shareholder base.• Analyze financial, economic, and trading data to identify trending patterns for Fortune 500 clients in industrial, media, healthcare, and energy sectors. • Present “Short Selling, Options, and Derivatives” session to industry professionals at 2010 National Investor Relations Institute (NIRI) Annual Conference. • Train internal consultants on a number of trading issues and implications, including convertible debt, options, and secondary offerings.