Summary
Overview
Work History
Education
Skills
Timeline
Greg Garneau

Greg Garneau

Raleigh,NC

Summary

Accomplished strategic advisor with deep understanding of specialized processes and solid background managing enterprise accounts and forging robust client relationships. Proven track record in driving efficiencies and supporting critical initiatives that drive revenue growth and client retention. Demonstrated ability to analyze complex data and effectively communicate actionable insights to c-level executives and key decision makers.

Overview

11
11
years of professional experience

Work History

Senior Specialist / Manager, Corporate Advisory, Energy

S&P Global
10.2023 - Current
  • Manage a team servicing $2.5M ARR client portfolio, achieving 100% annual retention.
  • Drive new business growth and competitor wins through sector expertise, client references and high-impact presentations.
  • Implemented innovative analytics to enhance workflow efficiency and client retention, adopted department-wide.
  • Serve as subject matter expert on executive presentation best practices and identifying upsell opportunities.
  • Mentor analysts and conduct performance review.
  • Often asked to lead discussions with new clients to ensure the ramp up process is smooth.
  • Identified untapped market for S&P’s activist surveillance service and played a key role in developing go-to-market strategy (i.e. Closed-End Fund Activist Surveillance).

Principal Research Analyst (Sr Lead Analyst), Corporate Advisory, Energy

S&P Global
03.2022 - 10.2023
  • Company Overview: Merged with IHS Markit – Feb 2022
  • Delivered 500+ presentations to senior IR professionals and C-suite executives, growing midstream energy IR advisory business from ~50% to ~95% of TAM (2018–2024).
  • Featured speaker on S&P Global’s EnergyCents Podcast, discussing the evolution of buy-side investor preferences and capital allocation strategies in the midstream industry.
  • Recognized individually at NIRI roundtables as best-in-class stock surveillance and investor targeting provider.

Senior Research Analyst II (Lead Analyst), Global Market Intelligence, Energy

IHS Markit
09.2018 - 02.2022
  • Company Overview: Acquired Ipreo Oct 2018
  • Lead presentations on DTCC settlement trends, stock performance, investor positioning, and market sentiment, ultimately identifying patterns that impact a company's valuation and investor engagement strategy.
  • Identify opportunities to target new investors based on peer ownership, fundamental suitability and competitive meeting intel.
  • Monitor industry developments, buyside capital allocation preferences, and competitor activity to keep the company's leadership informed of factors that may impact investor relations strategy or the effectiveness of capital return initiatives.
  • Analyzed sell-side research and investor ownership trends, providing real-time insights to optimize IR strategies.
  • Built quarterly board and earnings presentations using proprietary systems, FactSet, and S&P Capital IQ.

Analyst, Global Markets Intelligence, Energy

Ipreo Inc
06.2016 - 10.2018
  • Advanced through multiple promotions, building expertise in investor relations and energy markets.
  • Participated in industry events and conferences in NYC, fostering a strong professional network that facilitated business development opportunities.
  • Conducted perception/feedback calls with buyside portfolio managers.
  • Received ‘Outperform’ rating and was chosen by senior leadership to analyze company-wide employee satisfaction survey data, presenting actionable insights to Ipreo’s CEO and President.

Business Development

The Bitcoin Card Co (BlockStreet)
05.2015 - 08.2015
  • Developed pitch deck securing seed funding from crypto venture capitalist Brock Pierce.
  • Published 25+ crypto thought pieces, cited in publications like The Truth About Your Future (Ric Edelman, 2017).
  • Identified fraud within the Bitcoin Cloud Mining ecosystem and collaborated with WSJ MoneyBeat column editors.
  • Prospected US Custodial Banks to support Bitcoin IRA initiative; established relationship with Provident Trust and received commitment to build prototype.

Internship

CoinTerra, Inc.
05.2014 - 08.2014
  • Provided technical support for Bitcoin ASIC mining machines and developed pricing models for cloud mining services.

Education

Business Administration, Finance

East Carolina University, Greenville, NC
05.2016
  • Dean's List 2015 - 2016

Skills

    Executive level presentations

    Investor targeting & engagement strategies

    Institutional ownership reporting & analysis

    Consultative sales & client relationship management

    Financial modeling, Excel VBA, FactSet, S&P Capital IQ

    Proxy services & activist investor intelligence

    Team leadership & mentorship

    Midstream energy expertise & market trend analysis

    Sales pipeline development & client retention strategies

    Equity settlement processes & benchmarking

    Sell-side estimate tracking & trend analysis

Timeline

Senior Specialist / Manager, Corporate Advisory, Energy - S&P Global
10.2023 - Current
Principal Research Analyst (Sr Lead Analyst), Corporate Advisory, Energy - S&P Global
03.2022 - 10.2023
Senior Research Analyst II (Lead Analyst), Global Market Intelligence, Energy - IHS Markit
09.2018 - 02.2022
Analyst, Global Markets Intelligence, Energy - Ipreo Inc
06.2016 - 10.2018
Business Development - The Bitcoin Card Co (BlockStreet)
05.2015 - 08.2015
Internship - CoinTerra, Inc.
05.2014 - 08.2014
East Carolina University - , Business Administration, Finance
Greg Garneau