
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.
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