Investor relations professional with strong background in both communications and finance, with a passion for innovation. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
13
13
years of professional experience
Work History
Investor Relations Manager
SPROUTS FARMERS MARKET
01.2022 - Current
Utilize strong communication skills to attract and maintain investors; Co-led the first investor targeting plan for the company, resulting in new shareholder conversions.
Created and hosted the company's first ever quarterly earnings-recap video series for the IR website and LinkedIn, driving the highest views on our IR website each quarter (besides earnings releases); I've interviewed the CEO, CFO, and COO, Chief Development Officer, and Chief Stores Officer on-camera, with positive reactions from both the investment and sell-side community. Watch here: https://investors.sprouts.com/multimedia/default.aspx
Led the creation of the first Sprouts Year-in-Review video, to better inform the investor community. Currently creating and hosting new product video interviews to showcase on our IR website.
Collaborate with VP of IR on earnings scripts, earnings releases, and investor presentations; organize and coordinate roadshows, conferences, store tours, and one-on-one meetings.
Provide valuable market insights to the C-suite through weekly newsletters on industry & economic, and reports on competitor activities and financial markets.
Investment Banking Associate
MCDONALD LEHNER - M&A ADVISORY FIRM
01.2019 - 01.2021
Helped execute four complex multi-million dollar sell-side transactions, in several different industries: 3D printing, traffic safety services, home health care, architectural hardware.
Found and secured strategic buyer for 3D printing transaction.
Delivered extensive strategic and financial analysis, with effective communication: company data, financial models, preliminary valuations, writing and editing CIMs.
Identified new business opportunities by analyzing market trends and staying informed about global economic developments.
Client Sales Associate
UBS
01.2017 - 01.2019
Built excellent relationships with high-net worth clients, promoting long-term investment with the company.
Increased AUM for the branch by developing marketing campaigns to persuade clients to invest more.
Passed FINRA Series 63.
TV Host and Co-Creator
"MOUNTAIN BIKE MANIA TV" ON BEIN SPORTS NETWORK
01.2014 - 01.2017
Created & hosted the TV show, developing it into a national cable show reaching 25 million TV households.
Hosted each weekly episode on-camera; interviewed athletes at race venues all over US.
Led and hired multiple teams at each race location: producers, videographers, editors, commentators.
Marketed show via social media, attracting millions of views on all social platforms; secured 5 financial sponsors via in-person meetings.
Developed strong relationships with top athletes and bike companies, securing exclusive interviews for the show.
TV News Reporter
KRQE NEWS 13 (CBS NEWS AFFILIATE)
01.2013 - 01.2014
Reported live on-camera several times every morning (beginning work at 4am); covered breaking news.
Conducted live interviews (with the New Mexico governor, police at crime scenes, professional athletes, and local business owners) to inform public of policies, crimes, and business developments. Wrote same-day stories.
Demonstrated versatility as a reporter covering diverse topics such as crime, education, politics, sports, culture, and human interest stories.
Interviewed individuals from all walks of life and all cultures for breaking news stories.
News Anchor/Reporter
FOX 40 WICZ NEWS
01.2012 - 01.2013
Presented evening news live, produced entire show, wrote all stories with same-day turnaround.
Conducted all interviews, wrote, shot, and edited several stories per day. Interviewed a wide range of people: from scientists to professional athletes.
Maintained professional appearance and demeanor while presenting news stories live on air, projecting credibility and trustworthiness to viewers.
Education
MBA - Finance
KELLOGG SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY
Evanston, IL
05-2022
Master of Arts - Broadcast Journalism
UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, CA
05-2012
Bachelor of Arts - Anthropology & Clarinet Performance
VANDERBILT UNIVERSITY
Nashville, TN
05-2010
Skills
Excellent communication: interpersonal, writing, and presenting (on-camera and live)