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 into U.S. markets. Possess entrepreneurial spirit, positive attitude and is enthusiastic about expanding networks and generating consumer brand awareness.• 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 by interacting with CEO’s, CFO’s, Investor Relations Officer’s and other corporate level executives.• 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. • Proficient in Bloomberg, Word, PowerPoint, Excel.

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 synthesizing information from departments. Collaborated closely with Executive Management, and other company department, to prepare documentation for distribution related to press releases, annual reports and presentations.• 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.• Assisted in managing quarterly earnings calls including writing the earnings press release, conference call script and management of Q&A (presentations and coaching).• Monitored investment research on the company and its industry peers while communicating competitive intelligence and analysis to senior management.• Maintained Models on NASDAQ: consensus estimates, trading multiples, stock price performance, and sell-side ratings, ad hoc research projects using sell-side research reports.• Managed Investor Relations portion of the company website.

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 team, development and operations staff as well as outside vendors ensuring the delivery of quality and timely services.• 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 other corporate level executives.• 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