Experience

Lift Wellness Group, a behavioral health and family wellness company.

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2017 - Present

  Westport, Connecticut, United States



International Investor Relations Services Inc. and Dobson Media Group

• Senior Director, Communications, Public Relations and Investor Relations

  • May 2007 - Present

  Greater New York City Area Directly accountable for overall direction and success of corporate strategy, investor relations, and public relations accounts, including a $500k+ annual budget. Develops and manages strong professional relationships with high-profile clients and key media contacts. Leads creative development of corporate communications initiatives; effectively conveys competitive advantage and financial positions with compelling client storyline presentations to major business press, stakeholders… Show more Directly accountable for overall direction and success of corporate strategy, investor relations, and public relations accounts, including a $500k+ annual budget. Develops and manages strong professional relationships with high-profile clients and key media contacts. Leads creative development of corporate communications initiatives; effectively conveys competitive advantage and financial positions with compelling client storyline presentations to major business press, stakeholders, shareholders, and partners. Spearheads multifaceted PR/IR campaigns with measurable targets and objectives; delivers highly-successful corporate branding and longevity initiatives; generates all materials; reports to client accounts on impact, effectiveness, and ROI. Manages 6+ clients per year; 40+ client accounts across 9 years. Proven success amassing and analyzing relative stock price movements, investor perception and stock ownership. Extensive experience overseeing research analysis of industry, peers and competitors’ financial statements, and valuation. Strong background in strategic communication on financial and M&A press releases and media relations. Expertise in development, design, production and coordination of investor relations presentations to the financial community. Provides organization and logistical support for investor/analyst conference calls. Prepares scripts and practice questions; assists in stakeholder questions/issue resolution. Leads creative development of corporate communications initiatives; effectively conveys competitive advantage and financial positions with compelling client storyline presentations to major business press, stakeholders, shareholders, and partners. Show less



TNI BioTech

• IR Contact

  • 2014 - 2014

  • Employed investor roadshows and brand building to propel market cap. standing and perception in the market. Interacted with all C-Suite Executives and investors on a regular basis. • Made introductions to buy side investors



Gilford Securities

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Associate

  • May 2004 - May 2007

  • Partnered closely with President and Head of Capital Markets on investment strategies and business development (ranging up to $200M) • Prepared financial models (DCF) and tracked offering syndicate of investors for primary and secondary offerings. • Created investment banking deal marketing roadshow presentations.