Polished executive corporate communications leader with proven competencies consulting confidently and effectively with C-level executives, as well as other senior leaders. Apply analytical and financial acumen to ensure clear messages are delivered to investors and financial community. Build and maintain solid client and influencer relationships. Lead major initiatives, which include coordinating senior executives and business heads to meet with investors and media.
Well versed in social, digital and integrated marketing strategies. Drive adoption of digital practices into programs and new business efforts. Conceptualize and draft messaging in authentic manner that resonates with key constituencies, including media, industry analysts, clients, employees and industry and social media influencers that impact corporate perception. Manage issues related to executive leadership, acquisitions and other large scale corporate endeavors.
Built and managed Wall Street relations and communicated strategic priorities, competitive position and financial results for the oldest banking corporation in the US with $1.6T in AUM and $28T in assets under custody and administration. Analyzed internal executive acquisition proposals, dividend increases, stock buybacks and regulatory changes.
Highlighted Achievements:
Redesigned and consolidated financial reports and led investor relations integration efforts in connection with merger between Bank of New York and Mellon.
Recognized for strategic leadership skills and ability to gain adoption for implementation of new ideas. Created best practices for IR client services. Identified, targeted and increased number of investors.
Planned and directed investor conferences and successfully prepared internal executives to address investor questions/concerns.
Managed strategic financial communications in cooperation with CFO and other BNY Mellon executives; communicated financials to top institutional clients.
