What is your occupation and how did you come to work in this field?
As a Director in Brunswick Group’s Capital Markets Advisory (CMA) practice since 2011, I work with a wide array of clients helping them determine the best way to publicize material information that has financial implications. This includes, but is not limited to, event-driven scenarios like quarterly earnings, M&A, IPOs, shareholder activism and other significant changes.
Prior to joining Brunswick, I was VP of Equity Research at J.P. Morgan. My career was going extremely well, but after nearly 5 years, I was ready for a change. I was introduced to Brunswick through a headhunter – at the time I’d never even heard of strategic financial communications and recognized such a change would be risky. But following a number of conversations and some extensive research, I realized that Brunswick was a risk I was willing to take.
What is the biggest challenge of your work?
As an advisor at a global firm, it’s important for me to stay informed on the most critical conversations impacting the global markets and policy so I can help my clients navigate the landscape. Sometimes, it feels like I’m drinking from a water hose – I am constantly absorbing new information. One thing I’ve learned is to work strategically and leverage my network and social media to stay on top of things.
What is your proudest achievement?
I’m a volunteer cheerleading coach with the Harlem Jets and have led my squad to qualify at the American Youth Cheerleading Championship in Orlando 3 times in the past 4 years. Let’s Go Lady Jets!
What leaders, thinkers or doers do you admire most?
I admire people who challenge others to think and to think differently – Oprah, Maria Bartiromo, Nate Silver, Bill Watterson (the creator of Calvin & Hobbes) to name a few.
Where do you see yourself in ten years?
I’ve never been one to seek my own glory. Whatever I am doing 10 years from now, I just hope it will impactful.
How has your participation on the Leadership Board impacted the way you approach your day-to-day role?
In certain industries, it’s easy to become isolated and lose sight of what’s happening outside of your day-to-day role. The CUP Leadership Board has helped me to establish meaningful relationships with individuals outside of my day-to-day.