Coordinates planning and execution of secure virtual and hybrid shareholder meetings. Serves as the primary client contact, manages logistics, technology, shareholder verification, voting, dry runs, documentation, and live meeting support. Collaborates with internal teams and external providers, troubleshoots issues, ensures compliance with procedures, and identifies process improvements to enhance shareholder experiences and operational efficiency.

Lead media strategy and execution to elevate clients with financial and business press. Oversee proactive outreach, press materials, C-suite counsel, crisis media support, KPI reporting, team leadership, and new-business contributions aligned with investor relations and disclosure rules.