A demonstrated record of success and achievement at this high-growth SaaS provider of connected data, reporting, and
compliance solutions, marked by a series of four promotions in seven years to positions of increased influence, authority, and
accountability. Assisted in revenue growth from $53 million to $300 million and customer expansion from 1,000 to nearly 3,500.
Pioneered the launch of the investor relations Department from inception, serving as the architect of a formal investor relations
program and building a platform to bolster the company’s visibility among potential investors. Coordinated the quarterly earnings
call and wrote all messaging and financial communications.
§ Contributed to the company’s traditional IPO, which raised over $100 million.
§ Developed and strengthened relationships with sell-side research analysts and investors, generating a strong pipeline of interest
from the investment community. Added three high-caliber research analysts post-IPO.
§ Led a migration from 80% hedge funds to 75% long-term growth investors. Hosted conferences, analyst days, non-deal road shows,
in-person and telephone meetings.
§ Presented to the Board of Directors twice per year highlighting investor relations initiatives and progress.
§ Spearheaded partnerships with firms that included BusinessWire, AlphaSense, and Virtua Research.
Early Career
Assistant Director of Investor Relations, Meredith Corp
Financial Analyst III, Principal Financial Group
Project Development Coordinator, Sammons Financial Group
State Filing Analyst, Nationwide Agribusiness