Experience

• 

  Virgin Atlantic

  • Associate

• 

  Sharon Merrill

  • Boston, Massachusetts

  • Investor Relations Associate

    • Oct 2014 - Mar 2016
    • Boston, Massachusetts

    Provided counsel to clients on messaging and positioning across all external investor communications, including: quarterly earnings news releases and conference call scripts, consensus reports, investor presentations and general 1x1 and group communications with the investment community. Developed and drove progressive IR programs for public companies ensuring specific goals and targets were achieved and presented results to clients. Responsible for ad-hoc internal and external information requests, analysis of financial and other relevant data points, competitor intelligence reports, website and database maintenance and communicated any relevant market information.

• 

  Internet Business Capital Corp

  • Cambridge, MA

  • Investor Relations Financial Associate

    • Jun 2012 - Oct 2014
    • Cambridge, MA

    Venture capital firm focused on early stage start-ups. Kept existing limited partners up-to-date on the fund’s performance and managed the delivery and filing process of K-1s, stock certificates, and stockholder consent documentation. Participated, along with the principals, in attracting new investors, through presentations and other communications. Maintained QuickBooks accounts.

• 

  Higher Moment Capital

  • Cambridge, MA

  • Investor Relations Analyst

    • May 2010 - Jun 2012
    • Cambridge, MA

    Quantitative alternative asset management. Provided investor relations services by being the main point of contact for clients and trusted advisors. Prepared client facing marketing material for review. Presented fund information to existing and prospective clients, both in person and over the phone. Calculated monthly NAV and investors' capital accounts. Responsible for reviewing and securely achieving subscription, redemption and PPM documents.

• 

  Pioneer Investments

  • Greater Boston Area

  • Client Service Representative

    • May 2008 - Mar 2010
    • Greater Boston Area

    Provided inbound investor support regarding wide-ranging mutual fund inquiries and specific account transactions including the co-branded Merrill Lynch® 401k plan.