Suzanne Karpick Email and Phone Number
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Suzanne Karpick phone numbers
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.
Cfa Society Chicago
View- Website:
- cfachicago.org
- Employees:
- 30
-
Managing Director, Finance And AdministrationCfa Society ChicagoChicago, Il, Us -
Vice President, Finance And Business ManagementJpmorgan Chase & Co. 2023 - PresentChicago, Illinois, United StatesProvide 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. -
Project Manager / ConsultantThe Family Business Consulting Group, Inc. (Fbcg) 2019 - 2020Rosemont, Illinois, United StatesCoordinated development of educational program for HNW family business owners serving on corporate boards of directors. -
Managing Director And Chief Strategy OfficerFamily Wealth Alliance, Inc. 2018 - 2020Chicago, Illinois, United StatesDeveloped 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. -
Midwest Advisory BoardSelah Freedom 2016 - 2018Chicago, Illinois, United StatesSpearheaded 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. -
Vice President, Investor RelationsIcr 2014 - 2015Norwalk, Connecticut, United StatesDeveloped communications and marketing strategies targeting private and public company investors. Clients were c-suite executives of mortgage REITs, BDCs, consumer finance and gaming companies. -
Vice President, Investor RelationsEcho Global Logistics 2011 - 2014Chicago, IlLaunched 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. -
Vice President, Investor Relations And Business DevelopmentDuff & Phelps Investment Management Co. 2008 - 2011Chicago, IlReorganized 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. -
Vice President, Investor RelationsThe Macerich Company 2006 - 2008Santa Monica, CaLaunched 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. -
Business Manager, Real EstateDla Piper 2002 - 2006Chicago, Illinois, United StatesDeveloped 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. -
Senior Director, Industry Relations And Investor AffairsNareit 1996 - 2001Washington, District Of Columbia, United StatesBuilt 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
Suzanne Karpick Education Details
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Marketing And Strategy -
Financial Decision Making -
Finance, French -
Predictive Analytics -
Business Analytics -
Liberal Arts And Sciences, General Studies And Humanities
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.
Not the Suzanne Karpick you were looking for?
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Suzanne Karpick
Greater Chicago Area2kellogg.northwestern.edu, macerich.com -
Suzanne Karpick
Greater Chicago Area1dlapiper.com
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