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WORK EXPERIENCE 

Head of Investor Relations

March 2024 - Present (5 months)

BOXABL Inc. - Las Vegas, Nevada. 

  • Built and led a comprehensive investor targeting program to find new investors while supporting current investors. Planned and executed non-deal road shows, investor conference participation, hosting in-office meetings and daily phone calls with investors and analysts. Managed the data and reporting of these efforts. ​

  • Managed the company’s relationships with institutional investors and sell-side analysts by providing clear, accurate and confident communications​

  • Supported the creation of materials in annual report and 10-K

  • Collaborated with the finance team, legal staff, and outside counsel on new offering statements, private placement agreements, and SEC filings. Manage the IR department budget, including executing planning, projection, reporting and vendor invoicing​

  • Responsible for all aspects of the design, writing, production and coordination of investor relations communications, including earnings documents (press release, slides, script and Q&A), conference and roadshow materials, investor relations web site, pitch decks and other investor materials.​

Managing Director 

February 2013 - Present

John Sawyer & Company LLC - New York, New York. 

  • Work closely with the business development team, subject matter experts, senior leaders, legal, compliance professionals, and JSC corporate communications group on client messages/communications, including pitchbooks, fact sheets, PPMs, press releases, internal and external websites, and the monthly investor relations update report.

  • Assist the Head of Investor Relations with production of financially oriented documents, including quarterly earnings releases, financial news releases and SEC filings, investor fact sheets and printed and electronic presentation materials used by senior management in investor-related settings. ​

  • Directed and led execution of the collection, analysis, and presentation of feedback to the company of investors’ perceptions and opinions, brokerage security analysts’ positions and summaries, relative stock price movements, periodic ownership analysis, and street consensus expectations to the executive team & board.​

  • Manage quarterly earnings calls including writing of earnings release, conference-call script and management Q&As​​

Investment Adviser Representative

February 2013 - February 2017

Spartan Capital Securities LLC - New York, New York. 

  • Executed high-volume securities transactions for accredited investors, leveraging market insights to optimize portfolio returns and achieve annual growth. ​

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  • Engaged with issuers as a placement agent for their private placements.  

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  • Developed investment strategies for 300 + clients based on individual client investment objectives.​

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  • Specialized in Securities Law, Investments, and credit.​

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EARLY LIFE
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