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The Heights is an experienced, responsive and intuitive investor relations consultancy with a proven process designed to build your comprehensive three-year IR Plan in three months. Our guaranteed approach removes the guesswork, makes an immediate impression within the financial community and allows you to focus on running your business and building value for your shareholders.
I have more than 35 years of business experience, primarily dedicated to managing relationships with the financial community as the internal investor relations executive for a number of public companies of varying sizes and diverse industries. It is my extensive experience of providing internal counsel to corporate executive management which has led to the inception of The Heights. www.theheights-planning.com
Organizations: Board of Directors, San Francisco Chapter of National Investor Relations Institute
Vice President of Investor Relations : RadioShack Corporation - [2008-08 to 2009-07]
Developed an investor relations plan for RadioShack’s new executive management team. Increased the price/earnings multiple despite overall stock market decline. Improved the flow of information with the financial community and accessibility of management. Broadened exposure with the financial community through small group and one-on-one meetings. Managed through a downside earnings surprise.
Vice President of Investor Relations : Longs Drug Stores - [2003-07 to 2008-03]
Developed Longs’ first strategic investor relations plan. Increased the liquidity of common shares and nearly tripled our market cap. Achieved a better mix of institutional shareholders via aggressive targeting and prospecting program. Broadened exposure with the financial community through investor conferences, small group and one-on-one meetings. Improved investors’ understanding of our challenges and prospects for growth. Achieved message continuity in SEC documents, speeches, news releases, and media interviews. Doubled our sell side research coverage. As primary investor contact, maintained investor confidence after a downside earnings surprise, the unexpected departure of chief operating officer (twice), introduction of the Medicare drug benefit, store dispositions and four consecutive years of weak comparable sales trends. Successfully managed Longs’ reputation during unexpected events.
Vice President of Investor Relations : Pioneer-Standard - [2001-01 to 2003-08]
Developed this electronic coponents and mid-range computer system distributor’s first strategic investor relations plan, including a targeting and prospecting program. Increased trading volume and achieved a more appropriate mix of institutional investors that matched our investment characteristics. Increased research coverage and our exposure with the financial community. Established Pioneer’s first disclosure policy. Improved quality and continuity of information company-wide including SEC documents, speeches, news releases, media interviews, and employee communications. Published award winning annual report. As primary investor contact, maintained investor confidence through the most severe downturn in our industry, a CEO transition and the divestiture of approximately half of our business.
MBA, Business : Fuqua School of Business (at Duke University ) - [1991 to 1992]
Master's degree, Communication : Saint Louis University-Main Campus - [1983 to 1986]
Bachelor's dgree, Journalism : Southern Illinois University Carbondale - [1970 to 1974]