Darien, Connecticut, United States
Investor Relations Professional Whose Career Specialties Include: • Shareholder and Bondholder Surveillance • Institutional Targeting • M&A Consulting • Corporate Governance Advisory • Proxy Solicitation • Sales
Managing Director of the capital markets group which provides C-Suite executives of publicly traded companies a broad spectrum of IR offerings including shareholder and bondholder surveillance, institutional targeting, M&A consulting, corporate governance advisory and proxy solicitation. Other roles within the company include assisting activist investors with proxy fights and hostile tender offerings while also engaging in business development efforts.
Consultant to the investor relations departments of Fortune 500 companies to provide them with analysis of their institutional shareholder base and provide effective outreach programs to target new investors.
Consultant to the Investor Relations departments of publicly traded companies and J.P. Morgan’s ADR department. Constructed shareholder lists and institutional trading reports and conducted perception studies with buy-side analysts. Participated in the production of the Who’s Who of Institutional Investors while in the research department, a publication with analysis of over 4,000 investment advisors with this data serving as the foundation of Thompson Financial’s ThomsonOne online database.