About me
Over my 10 years of experience, I've led 13 earnings calls, 6 investor days, and investor engagement across over 1,000 meetings with hundreds of investors. In 2024, I was part of a team that received multiple IR Magazine Awards, determined by buy-side and sell-side voting, competing against companies including NVIDIA and Microsoft. In 2023, I worked with a group of IROs to create NIRI’s IR Competency Framework.
My background as a buy-side investor, strategic finance analyst, and IR leader brings an integrated perspective that is rare in corporate IR – knowing how investors think, how companies work internally, and how to make each side clearer to each other.
I created this website to share examples of my work and my approach to IR.
Examples of my work in investor relations
Earnings call script created for TD SYNNEX (SNX).
Created the company’s first-ever earnings call presentation for Zscaler (ZS).
Rebuilt the investor deck from the ground up for Zscaler (ZS).
Multiple awards in investor relations in 2024 received at IR Magazine Awards in NYC.
Created the first “Supplemental Financial” disclosure for TD SYNNEX (SNX).
Forecasting model for a hypothetical SaaS company, using a top-down approach.
Peer universe analysis across multiple industries in the technology sector.
Created NIRI's 2023 IR Competency Framework, working with a group of IROs.