Timothi Lorenzo Trombetta Email & Phone Number

New York, NY, US

Senior Advisor, Biotech Investor Engagement, Corporate Platforms, Nasdaq Focused on growth & optimization (data-driven insights)

New York, NY, US

New York, NY, US

New York, NY, US

• Launched Wine Street, a marketing and consulting firm focused on expanding distribution channels for small production wineries. Providing excellent communication and marketing services for wineries looking to expand.
• Leads business development efforts, which includes establishing relationships with both wineries and distributors.
• Assisting with the development of private label, boutique and unique artisan wines.
• Increasing brand awareness by marketing events via social networks and providing assessment of outreach activities.
• Consulting with foreign wineries to develop an understanding of winemaking process and marketing materials.

• Provided stock surveillance activities for multiple clients. Analyzed shareholder activity and identified target investors by analyzing investment thesis with investor objectives. Managed client account relationships.
• Managed business for 12 clients, generating more than $750,000 in annual revenue.
• Consulted with global and domestic companies regarding their institutional shareholder base and equity trading activity of their stock/peers.
• Analyzed current shareholder base and identified target audience, to ensure maximum communication efficiency (shareholder identification & targeting).
• Developed a financial model to identify the proper stock repurchase strategy (pricing cap) for $300M buy-back.
• Excessive phone communications with investment professionals, buy and sell-side constituents, hedge fund managers and corporate counsel.

New York, NY, US

• Functioned as one of the company’s liaisons to investors, participating in calls, meetings and conferences. Assisted in managing high level investor relations projects and budgets, while working closely with and.
• Helped develop a successful investor relations program for NASDAQ (initiated stock surveillance and targeting).
• Recommend targeted audience to Senior Management, in regards to Non-Deal Road shows, Analyst Conferences, and IR Meetings.
• Created and maintained productive relationships and dialogue with research analysts, investors and other key stakeholders.
• Collaborated with the CEO, CFO, Financial staff, Corporate Affairs and other executives to develop superb external communications and messaging.
• Partnered with internal constituents regarding divisional results and targets to prepare and research quarterly earnings materials.

US

• Actively owned and managed each client assigned through strategic and effective communication while assessing the clients' business needs and responding with product and service solutions. Worked closely with the sales.
• Provided a comprehensive suite of shareholder communications and investor relations solutions through IR Websites, audio, slide and video webcasting, investor and peer intelligence and regulatory disclosure.
• Scheduled webcasting events, news releases and other contracted investor relations' activities for assigned client base.
• Communicated client feedback and higher-level issues and recommendations throughout the organization to effect change and enhance service and product offerings.

• Analyzed current shareholder base and identified target audience, to ensure maximum communication efficiency. Managed client account relationships by interacting with CEO’s, CFO’s, Investor Relations Officer’s and.
• Consulted with domestic companies regarding their institutional shareholder base and equity trading activity.
• Accurately determined timely institutional buying and selling activity.
• Prepared periodic written client reports summarizing trading activities.

• Identified and executed short term equity trades using technical & broad fundamental analysis.Regularly assisted the trading team by researching and presenting longer-term trading ideas.
• Assisted in executing institutional equity trades while generating profits for the firm.
• Incorporated technical analysis and order flow trading into day-to-day operations.
• Gained a strong background in equity and options trading along with a broad understanding of the markets and technical analysis.

Business Analytics: From Data To Insights, Business Statistics

Finance, Capital Markets

Bachelor'S Degree, Finance