Experienced in creating highly effective IR programs for diverse domestic and international companies. Recognized by IR Magazine twice for increasing analyst awareness and investment in companies represented; fosters excellent working relationships with analysts, investors, and senior executives. Demonstrated competence in IPO's, turnaround situations, bankruptcies, and M&As, with a solid foundation in finance.
Manager12/2006 to 12/2016Shell Oil CompanyHouston, TX
Expanded a US-based retail IR program managing budget, staff and vendors with increased efficiencies.
Worked on a BG merger team with Treasury, Legal, Shareholder Services and banking contacts.
Worked with SRI group in 2011 and 2012 dealing with US pension funds questioning our business in sanctioned countries.
Shortlisted by IR Magazine as one of the most highly rated US-based IROs 2009 and 2010.
Established an internet strategy for the retail investor relations program.
Instituted a call center recognition program with attrition rates improving from 9.4% in 2011 to 5.6% in 2012 and quality scores improving from 89.6% to 93% in 2016.
Grew the retail shareholder base in North America.
Worked with media team and IR team to manage large investor events in New York.
Redesigned collateral materials including fact sheets, marketing materials, presentations, trade show booths to highlight Shell's investment appeals along with its concern for the environment.
Director04/2001 to 04/2006Canon USA IncLake Success, NY
Developed, implemented and managed a comprehensive, global strategic investor relations program managing budget, staff and vendors to optimize results.
Advised on best practice investor relations procedures with respect to disclosure, conference calls, press releases and the web site.
Record of accomplishment identifying investors for targeted outreach promoting Canon's value proposition to the investment community.
Won 2003 Investor Relations Magazine award for "Best IR by an Asia-Pacific Company in the US Market.
Market capitalization increased nearly 100% over five years.
Ownership outside of Japan increased from 40% at year-end 2000 to 52% as of June 2005.
Developed spokespeople within three business groups (consumer, business to business, and semiconductor) and positioned them as industry experts enhancing Canon's image within the investment community.
Provided communications counsel to executive management to prepare them for both group and one-on-one meetings.
Proactively delivered information on Canon's technology, business solutions, office and consumer products, software strategies and capabilities as well as competitive intelligence to both internal and external audiences.
Market Intelligence Executive10/1999 to 04/2001FRB/BSMG WorldwideNew York, NY
Designed comprehensive investor relations programs tailored to market companies to the investment community.
Targeted portfolio managers and analysts to initiate sell-side coverage and increase stock ownership.
Clients included Shire Pharmaceutical, VCampus, ACT Manufacturing, EarthWeb, HotJobs, Keane Inc., and RF Micro Devices.
Director07/1996 to 10/1999American BanknoteNew York, NY
Established a strategic in-house investor relations program emphasizing a turn-around story for a 200-year old company, reporting directly to the CEO.
Created and presented corporate overviews for the investment community positioning the company for a debt restructuring and an initial public offering of a subsidiary.
Developed collateral materials including the annual report, fact sheets and marketing materials designed to enhance the company's new image.
Streamlined the corporate message into product groupings to enhance valuations.
Provided strategic counsel to management and was the point person for investors during the IPO of a subsidiary, a subsequent revenue recognition issue, a NYSE de-listing and eventual bankruptcy.
Associate11/1995 to 07/1996ECOM ConsultantsNew York, NY
Organized investment briefings/roadshows and developed, positioned and disseminated corporate news primarily on behalf of small cap clients.
Clients included Transmedia Network, Inc., Worldtex Inc., and USA Waste Services Inc.
Portfolio Manager's Assistant10/1988 to 11/1995Neuberger & BermanNew York, NY
Analyzed and maintained individual and pension accounts functioning as a client liaison, executed trades, and managed all operational procedures.
Participated in the launch of a hedge fund with back office and marketing responsibilities.
Registered Representative09/1985 to 10/1988Shearson Lehman Brothers IncNew York, NY
Established relationships with chairmen and presidents of major corporations targeting new business after working with them during their company's IPO.
MBA: Finance1995Fordham University Graduate School of BusinessNew York, NYFinance
BA: English and Communications1985State University of New YorkAlbany, NYEnglish and Communications NIRI Senior Roundtable member