Experience

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  Dell Technologies

  • Senior Vice President, Investor Relations

    • Sep 2015 - Present

    In this role, I am responsible for the strategic direction of the investor relations function and executing Dell’s global investor communications program in conjunction with the chief financial officer and senior management. The investor relations group advises senior management and directs global industry conferences, a large-scale analyst conference, on-site investor visits, quarterly earnings, strategic research projects, a broad business intelligence/competitive analysis function and broad ESG initiatives. I also provide insight into company operating results and business strategies to global institutional investors and lenders, sell-side securities research analysts, private equity partners and industry analysts.Over the past decade, I have worked on cross-functional teams responsible for more than 30 acquisitions, divestures and IPO's totaling more than $100 billion in total transaction value. I worked closely with our senior leadership, the board of directors, investment bankers and strategic communications consultants on the 2012-2013 $25 billion Dell leveraged buyout/go private transaction. In 2015 and 2016, I worked with senior leaders and investment bankers on the April 2016 IPO of SecureWorks, a leading global provider of intelligence-driven information security solutions. I worked with senior management, investment bankers and private equity on the 2015-2016 $67 billion acquisition of EMC. I also worked with senior management, investment bankers, private equity and advisors on the multi-billion dollar 2018 Class V Transaction where Dell (NYSE: DELL) fully re-emerged into the public equity markets.I am a member of Dell’s Disclosure Review Committee and ESG Steering Committee. I serve as an executive advisor to the Finance Development Program; I am the executive sponsor of Dell's finance community service team and I have served as Co-Chairman of North American Charitable Giving Council.

  • Vice President, Global Financial Planning and Analysis

    • Jun 2013 - Aug 2015

    I led strategic, annual and quarterly financial planning and analysis, working closely with the executive team including the CEO, CFO, business unit Presidents and business unit CFO’s. In addition, I led the teams responsible for management reporting, decision support and competitive analytics and predictive analytics. My former team of 300+ finance professionals was based in the Austin, Texas, Bratislava, Slovakia, Penang, Malaysia, Bangalore, India and Panama City, Panama, While in this role, I was a member of Dell’s Disclosure Review Committee and the Finance Policy Oversight Board I was an executive advisor to the Finance Development Program and Co-Chairman of North American Charitable Giving Council.

  • Vice President, Investor Relations

    • Dec 2010 - Jun 2013

    In this role, I was responsible for the strategic direction of the investor relations function and executing Dell’s global investor communications program in conjunction with the chief financial officer and senior management. The investor relations group directed global industry conferences, a large-scale analyst conference, on-site investor visits, quarterly earnings, the annual stockholders’ meeting, strategic research projects, a broad business intelligence/competitive analysis function and Dellshares (the first investor relations blog in the United States). I also provided insight into company operating results and business strategies to global institutional investors, sell-side securities research analysts and industry analysts.I worked on cross-functional teams responsible for more than 20 acquisitions and divestures totaling more than $14 billion in total transaction value.I worked closely with our senior leadership, the board of directors, investment bankers and strategic communications consultants on the 2012-2013 $25 billion Dell leveraged management buyout/go private transaction.

  • Executive Director, Investor Relations

    • Oct 2001 - Dec 2010

    In this role, I worked in conjunction with the vice president of investor relations and, beginning in May, 2010, was responsible for the strategic direction of the investor relations function and executing Dell’s global investor communications program in conjunction with the chief financial officer and senior management. The investor relations group directed global industry conferences, a large-scale analyst conference, on-site investor visits, quarterly earnings, the annual stockholders’ meeting, strategic research projects, a broad business intelligence/competitive analysis function and Dellshares (the first investor relations blog in the United States). I also provided insight into company operating results and business strategies to global institutional investors, sell-side securities research analysts and industry analysts.I worked on cross functional teams responsible for more than 20 acquisitions and divestures totaling more than $14 billion in total transaction value.

  • Senior Manager, Manager and Analyst, Investor Relations

    • Jan 1995 - Oct 2001

    I held various roles in investor relations first as an individual contributor financial analyst and then as a manager and a senior manager in the group. During that time, my responsibilities included planning, coordination and execution of all major investor relations events including earnings announcements, analyst meetings, shareholder meetings, sell side investor conferences and on-site due diligence visits. I coordinated and executed Dell’s investor targeting program and was in communication with sell side analysts, buy side analysts and portfolio managers. In addition I had ongoing communication with Dell’s executive management team regarding relevant economic, industry, competitive and company specific events.

  • Financial Analyst, Segment Finance

    • Jan 1994 - Jan 1995

    I served as a financial and pricing analyst in the customer segment finance group responsible for consumer, small and medium business customers. My responsibilities included strategic pricing strategy, P&L management and pricing consumer products for the United States and Canada

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  Dell

  • Austin, Texas Area

  • Financial Analyst, Corporate Treasury

    • May 1991 - Aug 1993
    • Austin, Texas Area

    I served as an intern in corporate treasury while in graduate school. I worked part time during the school year and full time during the summers. I assisted the foreign exchange hedging team, the treasury operations team and published weekly executive reporting on global foreign exchange, debt a...

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  Haverty Furniture Companies, Inc.

  • Austin, Texas Area

  • General Management

    • Jun 1986 - Dec 1990
    • Austin, Texas Area

    I was hired into Hagerty's management training program. Upon completion of the program, I served as an assistant store manager and then as store manager responsible for all aspects of a $10M annual sales business including operations, marketing and advertising, financing, sales and merchandis...