Suzanne Karpick

Suzanne Karpick Email and Phone Number

Managing Director, Finance and Administration @ CFA Society Chicago
Chicago, IL, US
Suzanne Karpick's Location
Chicago, Illinois, United States, United States
Suzanne Karpick's Contact Details

Suzanne Karpick work email

Suzanne Karpick personal email

About Suzanne Karpick

Relationship Management Professional passionate about cultivating meaningful connections and leveraging both direct and indirect stakeholder engagement strategies to deliver tangible results. I have a track record of unlocking new opportunities by nurturing client affinity, shaping compelling narratives, and orchestrating teams and processes to ensure the seamless execution of key objectives.🔹 Relationship Cultivation: Building bridges and fostering rapport with diverse stakeholders to forge lasting partnerships that drive mutual satisfaction and success.🔹 Storytelling Mastery: Crafting captivating narratives that resonate with audiences, impelling action, and fostering brand loyalty.🔹 Operational Excellence: Implementing robust systems and processes to streamline operations, maximize efficiency, and consistently deliver on critical milestones.

Suzanne Karpick's Current Company Details
CFA Society Chicago

Cfa Society Chicago

View
Managing Director, Finance and Administration
Chicago, IL, US
Website:
cfachicago.org
Employees:
30
Suzanne Karpick Work Experience Details
  • Cfa Society Chicago
    Managing Director, Finance And Administration
    Cfa Society Chicago
    Chicago, Il, Us
  • Jpmorgan Chase & Co.
    Vice President, Finance And Business Management
    Jpmorgan Chase & Co. 2023 - Present
    Chicago, Illinois, United States
    Provide department oversight as Chief of Staff to Global Client Experience head: Ensure cohesive and on-time delivery across disparate deadlines and objectives, allowing business leader to shift focus externally.Modernize department processes, leveraging technology to ensure consistency during rapid growth in stakeholder base and global team expansion: Own and drive continuous improvement and alignment around stakeholder reporting, employee onboarding, and internal reporting. Lead and facilitate stakeholder communication with focus on sharpening value proposition: Partner with senior leadership to develop consistently evolving “story” through stakeholder reporting.
  • The Family Business Consulting Group, Inc. (Fbcg)
    Project Manager / Consultant
    The Family Business Consulting Group, Inc. (Fbcg) 2019 - 2020
    Rosemont, Illinois, United States
    Coordinated development of educational program for HNW family business owners serving on corporate boards of directors.
  • Family Wealth Alliance, Inc.
    Managing Director And Chief Strategy Officer
    Family Wealth Alliance, Inc. 2018 - 2020
    Chicago, Illinois, United States
    Developed strategic roadmap for wealth management industry group targeting independent wealth advisory firms. Led team executing against roadmap, strengthening service/value proposition with sharper communications and improved programming that increased content relevancy and event attendance.Efforts reversed Y/Y revenue decline with reduced attrition and membership base expansion. Improvements in key operating metrics enabled founder to position business for sale to Charles Schwab.
  • Selah Freedom
    Midwest Advisory Board
    Selah Freedom 2016 - 2018
    Chicago, Illinois, United States
    Spearheaded formalized outreach to regional corporate donors in support of Midwest market expansion. Enhanced message and marketing materials for corporate audience. Efforts subsidized creation of second Chicago area safe house, tripling regional capacity.
  • Icr
    Vice President, Investor Relations
    Icr 2014 - 2015
    Norwalk, Connecticut, United States
    Developed communications and marketing strategies targeting private and public company investors. Clients were c-suite executives of mortgage REITs, BDCs, consumer finance and gaming companies.
  • Echo Global Logistics
    Vice President, Investor Relations
    Echo Global Logistics 2011 - 2014
    Chicago, Il
    Launched investor relations program for startup logistics company. Created operating infrastructure, process flows, and tools to facilitate ongoing and targeted outreach to institutional investors and analysts. Tracked sell-side earnings estimates against published management guidance to ensure revenue and expense targets were appropriately forecast by Street.Acted as trusted advisor to c-suite and bridge to investment community, articulating operating strategy behind management’s growth objectives. Mentored dotted-line marketing support staff.Results over 3 years included reduced trading volatility, an expansion in targeted analyst coverage, and an increase from 16% to 42% in long-only blue-chip investors in the stock.
  • Duff & Phelps Investment Management Co.
    Vice President, Investor Relations And Business Development
    Duff & Phelps Investment Management Co. 2008 - 2011
    Chicago, Il
    Reorganized client relations team from departmental and siloed to horizontal firmwide structure. Centralized and streamlined reporting processes, improving internal resource allocation.Enhanced firm’s “story,” retaining marketing consultant to evaluate and update value proposition.Oversaw team responsible for client service and reporting workstreams: FINRA compliance, fund reporting, discretionary account holder requests (e.g., YE tax-loss harvesting.)Over 3 years, improved operating margins, expanded value of new business pipeline by 50%, and reduced from 6 weeks to 5 days quarter end reporting cycle. Promoted after 18 months.
  • The Macerich Company
    Vice President, Investor Relations
    The Macerich Company 2006 - 2008
    Santa Monica, Ca
    Launched investor relations program for regional mall REIT, establishing bridge between leadership team and investment community.Partnered closely with cross-departmental teams to expand business unit reporting and enhance investor outreach; Created quarterly 8-K filing to communicate supplemental data to Wall Street.Efforts contributed to stock-multiple expansion of 40 basis points over peer group multiple within two years. Promoted after 14 months.
  • Dla Piper
    Business Manager, Real Estate
    Dla Piper 2002 - 2006
    Chicago, Illinois, United States
    Developed marketing and sales training tools for real estate department lawyers; partnered with IT team to launch marketing portal, standardizing access to resources across nationwide practice.
  • Nareit
    Senior Director, Industry Relations And Investor Affairs
    Nareit 1996 - 2001
    Washington, District Of Columbia, United States
    Built strategic partnerships with COIs in real estate, investment banking and institutional investment community to drive revenue growth in US market; opened Canadian market.Managed staff and service lines that contributed one half of organization’s revenues. Contributed to program develop advocating inclusion of REITs in mixed-asset portfolios. Promoted after 24 months.

Suzanne Karpick Skills

Investor Relations Strategy Management Marketing Real Estate New Business Development Marketing Strategy Relationship Building Investments Finance Financial Modeling Financial Analysis Equity Research Marketing Communications Process Improvement Project Management Client Relations Change Management Team Building Strategic Communications Leadership Strategic Planning

Suzanne Karpick Education Details

Frequently Asked Questions about Suzanne Karpick

What company does Suzanne Karpick work for?

Suzanne Karpick works for Cfa Society Chicago

What is Suzanne Karpick's role at the current company?

Suzanne Karpick's current role is Managing Director, Finance and Administration.

What is Suzanne Karpick's email address?

Suzanne Karpick's email address is sk****@****cho.com

What is Suzanne Karpick's direct phone number?

Suzanne Karpick's direct phone number is +131278*****

What schools did Suzanne Karpick attend?

Suzanne Karpick attended Northwestern University - Kellogg School Of Management, The University Of Chicago, Boston College, Depaul University, Wharton Online, University Of Paris I: Panthéon-Sorbonne.

What are some of Suzanne Karpick's interests?

Suzanne Karpick has interest in Education.

What skills is Suzanne Karpick known for?

Suzanne Karpick has skills like Investor Relations, Strategy, Management, Marketing, Real Estate, New Business Development, Marketing Strategy, Relationship Building, Investments, Finance, Financial Modeling, Financial Analysis.

Who are Suzanne Karpick's colleagues?

Suzanne Karpick's colleagues are Kathy Knight, Sulin Ba, Lucinda Mavuso, Darryl Bray, Alyssa Bronge, Claire Peterson, Wawoczna Magdalena.

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