Stefan Norbom

Developed and executed tailored investor relations programs for clients across financial services and other sectors, including business development companies (BDCs), asset managers, artificial intelligence (AI), battery technology and contract research organizations (CROs), resulting in enhanced market visibility and stakeholder engagement.

• Led direct client engagements as the primary point of contact on 11 accounts, representing annual revenue contributions of +$3M.
• Automated comprehensive investor relations infrastructure, streamlining Prosek client and prospect deliverables by +90%.
• Created effective go-to-market strategies to drive new business and a meaningful contributor on +30 proposals and RFPs.

Served as strategic advisor to +20 financial services and real estate investment trust (REIT) clients on communication and engagement strategies, including quarterly reporting, strategic pivots, and managing expectations, ensuring consistent and clear market positioning.

• Crafted and refined internal and external communications, including earnings scripts, press releases, Q&A documents, and investor presentations, ensuring alignment between the salient corporate narrative.
• Directed +12 IPO and SPAC transactions, overseeing key announcements and milestones, including the analyst day, investor marketing, website development, and the development of all IR infrastructure.
• Exhibited meticulous attention to detail by delivering accurate equity research summaries and coordinating the release of all clients' press statements.
• Anticipated and fulfilled client needs, fostering strong relationships through effective communication and presentation, while mentoring the junior team to ensure smooth project execution.

Played a key role in analyzing and elevating the efficiency of financial operations across various departments. Led initiatives for continuous process improvements, identifying areas of inefficiency, and implementing targeted solutions.

• Integrated financial data from diverse oil and gas drilling and surface businesses, establishing a unified financial planning and reporting system that improved cross-departmental accuracy and streamlined data analysis.
• Optimized the account reconciliation process for Power & Water HQ by checking and eliminating thousands of redundant accounts, achieving a substantial reduction in quarterly and annual processing time.