Experience

AdvisIRy Partners

• United States
• Capital Markets
• 1 - 100 Employee

• Senior Director

  • Apr 2021 - Present

  Denver, Colorado, United States Developed effective strategic investor messaging for companies serving the industrial, technology, health care, manufacturing and business services sectors. Authored press releases, executive scripts and shareholder communications for earnings conference calls, acquisition announcements and other significant corporate events. Advised internal IR departments, C-suite and board of directors on strategies to refine and enhance corporate messaging and broaden appeal to new investors.



KMG

• United States
• Chemical Manufacturing
• 100 - 200 Employee

• Investor Relations Manager

  • Apr 2012 - Jan 2019

  Dallas/Fort Worth Area Established and implemented internal investor relations program for a multinational company whose market capitalization increased from ~$200M to $1.2B in five years. Lead investor relations program and corporate communications strategy through management transition, global restructuring, equity raise of $186M, expansion into new markets and numerous acquisitions.



Canaccord Genuity Group Inc.

• Canada
• Financial Services
• 700 & Above Employee

• Senior Analyst

  • Jun 2006 - Nov 2011

  San Francisco Bay Area Built new thematic research coverage sector (Recycling) for investment bank seeking to grow its Cleantech research coverage. Developed a second coverage vertical (Green Building), expanding overall research co-coverage to 22 stocks. Research-driven franchise helped raise nearly $1 billion in capital for Cleantech companies.



Canaccord Adams Inc

• Senior Associate

  • Apr 2005 - May 2006

  San Francisco Bay Area Initiated research coverage on several small-cap semiconductor equities.



A.G. Edwards

• Financial Services
• 200 - 300 Employee

• Senior Associate

  • Sep 2003 - Mar 2005

  Designated as small-cap semiconductor analyst, providing research to insitutional investors and retail brokers.



Adams Harkness

• Investment Banking
• 1 - 100 Employee

• Associate

  • Dec 2000 - Aug 2003

  Boston, MA Researched and authored reports on analog/mixed-signal, multimedia IC, semiconductor IP, flash memory and communications IC companies.



Babson-United, Inc

• Equity Analyst

  • Jun 1995 - Dec 2000