Company Logo
Other N/A
Other N/A
New mentor!
Member since 2026
  • Miami
  • New York City
About the mentor

Career transition: FP&A > Equity Research > Investor Relations / Financial Communications

Strategic investor relations and financial communications leader with a background spanning across investor relations, financial communications, equity research, and FP&A. Track record of translating complex information into clear, compelling narratives for the investment community, strengthening investor and analyst engagement, and optimizing shareholder composition. Proven ability to partner with executive and cross-functional teams to shape narratives and communicate financial performance. Deep expertise in capital markets and complex situations including public listings, M&A, shareholder activism, and other reputational challenges. Ability to meet tight deadlines in fast-paced environments requiring attention to detail and strict confidentiality. Prior agency clients include Meta, eBay, Walgreens Boots Alliance, CVS Health, Dick’s Sporting Goods, Booz Allen Hamilton, Cognizant, Viacom, ABB, Qurate Retail Group, Applied Digital, Ouster, Bloom Energy.

Expertise
  • Consulting
  • Equity Research
  • Corporate Finance
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer