- I participate in a variety of outdoor recreational activities, including golf, skiing, hiking, and SUP/kayaking.
Hi, I’m
Ingrid Ebeling
Tahoe City
Summary
20 + years experience in client relationship management, technology equity research, and investor relations Excellent analytical, financial modeling, forecasting and valuation skills, adept knowledge of financial markets Extensive experience preparing written reports and executive-level company presentations Solid background in communicating with the investment community and C-level executives
Overview
30
years of professional experience
Work History
OPUS FUND SERVICES
Vice President, Client Relations
01.2015 - 01.2025
Job overview
- Responsible for daily customer engagement and adding value to the overall client relationships.
- Delivery of excellent service to clients, including review of account relationships and communication/execution of performance metrics.
- Collaborate with groups inside and outside the organization to deliver proven results.
- Serve as an escalation point for clients and offer solutions to complex client matters.
- Support onboarding of new clients and be a resource that can resolve issues.
- Travel for in-person client meetings, events and conferences.
MARKET STREET PARTNERS
Vice President, Investor Relations Consultant
01.2011 - 01.2013
Job overview
- Solely managed investor relations functions for technology clients
- Oversaw the quarterly earnings release process including drafting the press release and conference call scripts and preparing management for the call and discussions with analysts and shareholders.
- Served as a liaison between clients and Wall Street, including handling sell-side research and forecasts, managing investor meetings and communicating with analysts and providing feedback to management.
SALESFORCE.COM
Senior Manager, Investor Relations
01.2008 - 01.2010
Job overview
- Managed many of the investor relations functions for the Vice President of IR
- Assisted in preparing all aspects of the earnings conference call, including drafting the press release, management scripts and Q&A, and creating a financials metric report for management.
- Helped create and update investor presentations and an investor outreach/targeting program, and accompanied management and assisted in discussions with investors.
- Spearheaded a quarterly management presentation that included competitors’ earnings/commentary, valuation analyses, sell-side analyst, and investor outreach summaries.
JMP SECURITIES
Senior Research Analyst, Consumer Technology & Digital Media
01.2006 - 01.2008
Job overview
- Companies covered: Apple, Audible.com, Garmin, Global Traffic Network, Majesco, Napster, Navteq, Plantronics, RealNetworks, and TIVO.
- Responsible for selecting publicly-traded companies to cover and provide stock recommendations to our sales force and clients. Entailed extensive company and industry research, financial modeling of forecasts, written initiation and research reports, and verbal communication to constituents.
- Solid understanding of accessing valuation, forecasting earnings, understanding key business metrics, and positioning a company in terms of the market, competitors, strengths, and risks.
- Ranked #2 top stock-picker among 21 analysts in 2007 and was #3 through mid-2008. Was selected by FT/StarMine as the #1 stock-picker in the U.S. for 2007 (featured in the May 16, 2008 issue).
Research Associate, Infrastructure Software
01.2003 - 01.2006
Job overview
- Companies covered: Adobe, Interwoven, Mercury Interactive, NetIQ, Novel, Opsware, RedHat, RSA Security, Serena Software, Sonic Solutions, Support Soft, Sybase, Symantec, VASCO Data Security, Veritas, and Viisage Technologies.
- Assisted the senior analyst in all aspects of equity research, including writing initiation reports, updating financial models and forecasts, conducting due diligence, and communicating with clients and the sales force.
- While an associate, also assumed senior analyst coverage of Interwoven, Verity, and Stellent.
DEUTSCHE BANK
Investment Banking Associate, Technology Group
01.1999 - 01.2001
Job overview
- Industries covered: Internet infrastructure, software (Linux) and communications
- Managed the obligations of several equity IPO financing transactions, including analyzing financial information, drafting SEC documents, and conducting due diligence.
- Helped management create investor presentations and managed and participated in IPO roadshows. Supervised staff of financial analysts to prepare financial analyses and presentations.
ROBERTSON STEPHENS
Associate Analyst, Application Software
01.1995 - 01.1997
Job overview
- Assisted the senior analyst with equity research, including writing research reports, updating financial models and forecasts, conducting due diligence, and communicating with clients and the sales force.
- Participated in the due diligence and preparing financial forecasts of over 13 public offerings.
Education
J.L. Kellogg Graduate School of Management, Northwestern UniversityEvanston, IL
from strategic management, entrepreneurship, and finance
University of MontanaMissoula, MT
Bachelor of Science from Business Administration, finance, economics
University Overview
Graduated with high honors.
Skills
- Team leadership and decision-making
- Relationship management
- Critical thinking and problem-solving
- Client engagement
- Results orientation
- Customer service excellence
- Negotiation and persuasion skills
- Presentation delivery
- Forecasting and analysis
- Networking at events
- Client relationship building
Affiliations
- Tahoe City golf club
- Tahoe Yahct club
Interests
Timeline
Vice President, Client Relations
OPUS FUND SERVICES
01.2015 - 01.2025
Vice President, Investor Relations Consultant
MARKET STREET PARTNERS
01.2011 - 01.2013
Senior Manager, Investor Relations
SALESFORCE.COM
01.2008 - 01.2010
Senior Research Analyst, Consumer Technology & Digital Media
JMP SECURITIES
01.2006 - 01.2008
Research Associate, Infrastructure Software
01.2003 - 01.2006
Investment Banking Associate, Technology Group
DEUTSCHE BANK
01.1999 - 01.2001
Associate Analyst, Application Software
ROBERTSON STEPHENS
01.1995 - 01.1997
University of Montana
Bachelor of Science from Business Administration, finance, economics
J.L. Kellogg Graduate School of Management, Northwestern University
from strategic management, entrepreneurship, and finance
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