Dynamic Governance Client Consultant with a proven track record at Institutional Shareholder Services, adept in strategic thinking and relationship management. Excelled in optimizing best practices and ESG policy execution, enhancing client engagement and support. Founded Tj's Food & Spirits, leading with innovation and a keen eye for detail, significantly boosting performance.
Overview
19
19
years of professional experience
Work History
Governance Consultant
Institutional Shareholder Services
Aug2020 - Current
Manage key client relationships for institutional investors and investment owners; including the development and implementation of policies through communication with research, regulatory, and sales teams.
Create and implement detailed solutions to meet business priorities and deadlines specific to client expectations.
Monitor client account health and ensure accurate execution of proxy vote process.
Prepare and deliver regulatory and custom reporting and analysis.
Establish and grow client relationships across organizations using consistent and proactive interaction..
Proven ability to learn quickly and adapt to new situations.
Self-motivated, with strong sense of personal responsibility.
Owner/Operator
Tj's Food & Spirits
11.2005 - Current
Founder/Owner of well-established restaurant in vibrant hospitality community.
Developed self-motivated staff with focus on customer experience, cost control, and efficiency.
Maintained vendor relationships while working collaboratively to align services with business goals.
Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry standards and drive revenue..
Created and deployed successful strategies to boost restaurant performance, streamline food prep processes and reduce waste
Education
Bachelor of Science - Business Administration
University of New Hampshire
Durham, NH
Skills
Best Practices Optimization
Client Support and Engagement
Strategic Thinking
Relationship Management
Strong attention to detail
Proxy policy development and implementation
Timeline
Owner/Operator
Tj's Food & Spirits
11.2005 - Current
Governance Consultant
Institutional Shareholder Services
Aug2020 - Current
Bachelor of Science - Business Administration
University of New Hampshire
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