Investor Relations
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Investor Relations professional with 7+ years of direct IR experience and over 20 years of combined experience in financial services and business management. Proven ability to manage institutional and high-net-worth investor relationships, deliver accurate and timely performance reporting, and produce comprehensive marketing and due diligence materials. Detail-oriented, relationship-driven, and highly organized professional seeking to return to Investor Relations.
Former Investor Relations Manager at Ranger Capital Group, serving as primary point of contact for investors, consultants, and prospective clients. Extensive experience preparing fact sheets, DDQs, RFPs, quarterly letters, and performance updates, maintaining CRM systems, coordinating client meetings, and supporting efforts to capital raise .
In addition, 13 years of executive-level business management experience overseeing financial operations, budgeting, compliance, reporting, and strategic communications within a healthcare practice.
Earlier experience includes roles with Citigroup Smith Barney and Highland Capital Management, providing a strong foundation in trade settlement, client service, portfolio support, and financial operations.
Detail-oriented, relationship-driven, and highly organized professional seeking to return to Investor Relations, where client service excellence, communication skills, and financial expertise drive asset growth and investor confidence.
Bachelor of Business Administration in Marketing
University of Oklahoma in Norman, OK
