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Skills

  • Customer service
  • Financial planning
  • Operational improvement
  • First Aid/CPR
  • Education funds
  • Stock market understanding
  • Process improvement
  • Insurance decisions
  • Tax law expertise
  • Investor relations program KPIs implementation

Work Experiences

  • Transported SAP to one year customer locations.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Avoided potential penalties.
  • Collaborated with senior management and C-suite to craft and deliver investor communications following financial restatements, restoring investor confidence.
  • Conducted personalized follow-up after quarterly earnings calls.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Collaborated with system customers to determine their needs and deliver metric service.
  • Achieved a 28% increase in engagement.
  • Based on investment size and tenure.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Adept at communicating complex financial information clearly.
  • Adept at maintaining SEC-compliant shareholder reports.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Adjusted investor strategies to attract significant new capital.
  • Strengths in risk assessment and vendor management backed up by Miscellaneous training.
  • Attracted new institutional interest.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Facilitated 5 high-profile investor meetings that directly contributed to raising $2, helping the firm surpass its annual capital target by 59%.
  • Led investor education workshops designed to explain complex financial products, resulting in a 67% decrease in investor inquiries.
  • Led the creation of investor presentations tied to the company's IPO, helping secure 11 in funding from major institutional investors.
  • Created and led communication strategy during market volatility, which maintained investor trust and enabled retention of 15% of capital under management.
  • Developed and implemented a crisis communication response plan during regulatory reviews, preserving investor trust and minimizing inquiries by 51%.
  • Monitored market trends and competitor activity, equipping senior management with actionable insights that fintech and energy sectors were potential growth areas.
  • Advised on recapitalization strategies that led to 34% equity growth, providing detailed analysis in response to investor queries.
  • Collaborated with senior management to align investor messaging with corporate strategy, resulting in increased alignment and 17% stock price appreciation.
  • Orchestrated the launch of a new investor portal, improving investor engagement and transparency, which led to a 59% increase in logins and information retrieval.
  • Developed and presented quarterly SEC-compliant earnings reports, ensuring full regulatory compliance while significantly improving stakeholder transparency.

Affiliations

  • American Medical Informatics Association
  • American Marketing Association
  • Women in Capital Markets (WCM)
  • Certified Professional Investor Relations Specialist (CPIRS) from Meridian
  • Association for Investment Management and Research (AIMR)
  • International Association of Administrative Professionals
  • Association for Corporate Growth (ACG)
  • National Association of Social Workers
  • International Association of Business Communicators (IABC)
  • Chartered Financial Analyst Institute (CFA Institute)

Certifications

  • Investor Relations: Strategy & Practice Certification - Brightline
  • Risk and Compliance Professional (CRCP) - Meridian
  • Private Equity Certification - Boston
  • CompTIA A+ Technician
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Certified Professional (SHRM-CP)
  • Investor Reporting and Transparency Certification - Lakeside Partners
  • First Aid/CPR Certified
  • Series 63 - Uniform Securities Agent State Law Examination - 2015
  • Certified Investor Relations Professional (CIRP), Meridian

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