I'm the former head of investor relations at Lincoln Financial Group and led communications and relationship management with investors and Wall Street analysts. I developed and delivered effective messaging about the company's strategy, financial results, and outlook, and addressed inquiries and ...more

I'm the former head of investor relations at Lincoln Financial Group and led communications and relationship management with investors and Wall Street analysts. I developed and delivered effective messaging about the company's strategy, financial results, and outlook, and addressed inquiries and feedback from the investment community. I worked with senior executives, internal stakeholders, and external partners to analyze market trends, competitor performance, valuation metrics and balance sheet indicators to identify opportunities and risks for the company's capital position, profitability and growth. Previously, I spent twenty-two years performing buy-side fundamental equity research and portfolio management with a focus on insurance and other financial services industries. I generated excellent investment returns and Sharpe ratios and developed expertise in competitive analysis, financial modeling and valuation, balance sheet analysis, and stock selection.less