Stephanie Wakefield Email & Phone Number

San Francisco, CA, US

San Francisco Bay Area

Providing strategic counsel on investor relations, investor engagement and financial communications to clients across industries and market caps. Advising on situations such as crisis, activism, mergers & acquisitions, IPOs and SPACs, as well as strategic planning/preparation for ESG, sustainability, activism, and investor relations program set-up and.

Board member of NIRI (National Investor Relations Institute) Virtual. Celebrating its 25th year, NIRI Virtual serves investor relations professionals from all 50 states and around the globe with leadership, education and networking opportunities via virtual and in-person events.

San Francisco Bay Area

Member of two invite-only councils for the national NIRI organization. The Advocacy Steering Committee is charged with identifying emerging issues that will require NIRI advocacy and determining the appropriate advocacy approach including in-person meetings in Congressional offices and with the SEC. Current focus is on proxy reform and equity ownership.

Redwood City, CA

Led the global investor relations team for the fast-growing SaaS leader. Worked to provide transparency into Box’s cloud content management platform, significant market opportunity, and corporate and financial strategy to improve market cap from <$1B to $4B while absorbing a doubling of the float. Drove the IR strategy to educate existing and potential.

Silicon Valley

President of Silicon Valley chapter of the National Investor Relations Institute (NIRI). NIRI is a non-profit industry association that focuses on providing education and networking for investor relations officers (IROs). Lead a team of senior IROs in planning and executing events and networking opportunities for all Silicon Valley IROs. Previously.

Palo Alto, CA

SVDX is a non-profit organization focused on providing corporate directors with education, peer exchange and best practices to enhance corporate performance, corporate governance and stakeholder returns.

Silicon Valley & San Francisco

Advised high-growth SaaS & perpetual license technology companies on strategic positioning to investors in earnings calls & presentations, investor decks, analyst days, lender calls, conferences and investor meetings.

Redwood City, CA

Managed global IR effort and IR team for a $5b+ market cap software leader. Used deep industry and company knowledge to be a credible and trusted spokesperson to the Street. Provided transparency into Informatica's technology, market opportunity, and corporate and financial strategy. Developed and hosted events such as earnings calls, analyst days, bus.

Took over Informatica's investor relations effort when company had a ~$200m run rate and a market cap <$1 billion and helped drive recognition for our growth to a $1 billion+ revenue company with a market cap exceeding $5 billion. Built awareness within the financial analyst and investor community, built strong relationships on the Street, and enabled.

Debt Capital Markets Analyst focused on Eurobond issuance by US, Canadian and South African Corporates.Series 7 & 63.

Ba, Asian Studies (Chinese) & Economics

Msc, Development Finance

Chinese Language And Linguistics

Dartmouth College Foreign Study Program for intensive Chinese instruction in Beijing for the summer term.

Education record