Implemented a highly effective, robust, and proactive investor relations program for Enfusion, a SaaS (Software as a Service) provider to the Financial Services Industry. Initiated and directed Enfusion’s first Investor Day in March 2024. Manage all investor interactions and conference schedules while providing guidance to first time C-Suite team members.

Initiated an investor relations program for a pre-IPO Consumer Finance FinTech company offering a Lease to Purchase solution to nonprime consumers. Guided a first time C-Suite though an IPO and interacting with the investment community. Assisted in every aspect of stakeholder interaction, from the PIPE holder to the initiation of Sell Side coverage. Communicated directly with the Board of Directors

• Establish a reputation as genuine, personable and insightful, growing and developing strong relationships with investor teams, senior management and industry experts resulting in great breadth of industry knowledge and terms.• Cultivate a wide swath of industry contacts, building on developed subject matter expertise and ability to communicate complex financial issues, resulting in enhanced investment partnerships with leaders at the highest level.• Prioritize ESG (Environmental Social Governance) and Climate investment due diligence by analyzing financial statements and supplements, meeting with C-Suite leaders to provide exceptionally thorough depth of research.Manage Financial Equities for a Family Investment Office• Develop and communicate complex valuation comparison tables and financial models for price discovery in Initial Public Offerings and currently listed companies trading at a discount to assed or perceived fair value.• Deliver weekly investment write-ups to portfolio manager, and communicate regularly with other investors internally and externally through write-ups, presentations, roadshows and conferences.

• Assisted in turning a cost center into a profit center for AIG• Wrote private equity pitch books and conducted private equity investment reviews

• Initiated and managed company wide cross sell training for AIG's Domestic Brokerage Group• Wrote a companywide bi-monthly newsletter to over 5,000 team members

• Lead Underwriter on Financial Team for D&O, E&O, Fidelity, with $20M authority• Trained new underwriters to understand and analyze financial statements