Jason Vinick
West Caldwell,NJ
Summary
Dynamic Senior Vice President with proven expertise in strategic leadership, business development, and operational excellence. Known for implementing innovative solutions that enhance efficiency and cultivate key relationships to drive impactful results. Co-headed an entire team of account executives for one of the largest Proxy Solicitation firms to successfuly service and retain clients year over year.
Overview
26
26
years of professional experience
Work History
Senior Vice President
Alliance Advisors, LLC
Littlefalls, NJ
10.2014 - 03.2026
- Lead client engagement: act as primary contact for corporate/issuer clients and their counsel, translate client objectives into campaign strategy.
- Campaign strategy and execution: develop solicitation plans (shareholder ID, messaging, channels, timing), coordinate mailings, phone/text/email outreach, and institutional investor engagement.
- Co-headed the proxy solicitation team, corridnated job issuance, monitored client retention and service, ensured the entire team was working collectively and servicing clients to their best.
- Implemented innovative solutions that increased efficiency in project management workflows.
- Institutional outreach and relationships: cultivate relationships with institutional investors, proxy advisory firms (ISS, Glass Lewis), custodians, and broker-dealers to secure votes.
Managing Director and Partner
Eagle Rock Proxy Advisors
Cranford, NJ
09.2010 - 09.2014
- Led strategic initiatives to enhance client engagement and satisfaction.
- Directed cross-functional teams to execute comprehensive proxy advisory services.
- Developed and implemented policies ensuring compliance with regulatory standards.
- Fostered relationships with key stakeholders to drive business growth and retention.
- Coordinated outreach to large institutional investors, proxy advisory firms (like ISS and Glass Lewis), and retail shareholders to explain the client’s position and encourage support for general annual meetings, merger meetings as well as contested elections.
Managing Director
The Altman Group
Lyndhurst, NJ
12.2002 - 09.2010
- Cultivated relationships with key stakeholders to drive collaborative projects and partnerships.
- Advise corporate clients (public companies, boards, law firms, or investors) on how to secure shareholder approval on issues like director elections, executive compensation and mergers.
- Coordinate outreach to large institutional investors, proxy advisory firms (like ISS and Glass Lewis), and retail shareholders to explain the client’s position and encourage support.
- Build and maintain client relationships, bring in new business, and represent the firm in industry or governance settings.
Senior Account Executive
Corporate Investor Communications
Carlstadt, NJ
10.1999 - 12.2002
- Cultivated strong client relationships to enhance service delivery and satisfaction.
- Developed and executed strategic communication plans for investor engagement initiatives.
- Analyzed market trends to inform client strategies and improve investment outcomes.
- Collaborated with cross-functional teams to streamline reporting processes and enhance data accuracy.
Education
Bachelor of Science - Finance
Richard Stockton University
Pomona05-1999
Associate of Science - Finance And Business Administration
Cumberland County College of NJ
Vineland, NJ05-1994
Skills
- Strategic leadership and management
- Business Development
- Operational excellence
- Operations Management
- Corporate presentations
- Process improvements
- Mergers and acquisitions
- Corporate communications
- Documentation and reporting
- Data analytics
- Reporting management
- Logistics operations management
Timeline
Senior Vice President
Alliance Advisors, LLC
10.2014 - 03.2026
Managing Director and Partner
Eagle Rock Proxy Advisors
09.2010 - 09.2014
Managing Director
The Altman Group
12.2002 - 09.2010
Senior Account Executive
Corporate Investor Communications
10.1999 - 12.2002
Bachelor of Science - Finance
Richard Stockton University
Associate of Science - Finance And Business Administration
Cumberland County College of NJ