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Executive Assistant Administrative

Spring, Texas, 77373, United States
May 28, 2018

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Joanna Pankey

The Woodlands, TX ***** 281-***-****

Results-Driven Administrator

Detail-Oriented With Demonstrated Ability to Prioritize and

Complete Conflicting Deliverables On Time and with Accuracy.

Diverse background in oil and gas industry working with executive management in communications, investor relations and shareholder services. Adept at managing multiple projects simultaneously and successfully to completion. Excellent proofreading, negotiation, and pricing skills with solid business acumen. Strong work ethic with ability to successfully adapt to change.

Professional Experience

FREEPORT-MCMORAN OIL & GAS, Houston, TX 2001 to 2016

(formerly Plains Exploration & Production Company / Plains Resources Inc.)

Manager Corporate Information (report: VP Corporate Planning) 2013 to 2016

Manager, Investor Relations & Shareholder Services (report: VP Corp. Comm.) 2006 to 2013

Investor Relations Analyst (report: VP Investor Relations) 2004 to 2006

Investor Relations Administrator (report: President/COO) 2001 to 2004

Assisted with content, design and printing of external publications, including annual reports, proxy statements, fact sheets, brochures, and other company marketing materials. Proofed and edited company advertisements, posters and flyers. Achieved cohesive corporate branding and identity across company.

Updated internal and external websites, including design and content development. Monitored and corrected company accuracy on other external media sites such as Yahoo Finance and Bloomberg.

oMaintained shareholder friendly website and ease of navigation throughout, resulting in easily identified company messaging for all stakeholders.

Procured all corporate logo promotional items. Monitored and approved external logo usage. Planned and ordered items for special events including tombstones for acquisitions and retirement gifts.

oWorked with safety department planning corporate branded takeaways for annual meetings in which 3K+ participants attended various meetings spread over 3 months and delivered items on time and on budget.

Branded items for offices / departments / safety conferences, banners, flags, new signage and helped implement new logo guidelines and presentation templates. Achieved brand identity and maintained integrity of corporate logo with 1 point of contact managing usage.

Managed company electronic photo library, executive photos and bios, achieving trustworthiness and portraying true business acumen from management perspective and brand management for company.

Prepared and maintained corporate calendar of events for Executive Management and distributed weekly.

Handled investor conference registrations, meeting schedules, shareholder profiles, and documented meeting participants. Assisted in editing / proofing of slides and managed final printed format. Held role of key member of team developing materials for shareholder meetings, earnings calls, financial presentations and investor conferences.

Participated as team/lead member hosting successful offsite analyst meetings with 115+ institutional investors and industry analysts, coordinating all aspects of meeting and venue arrangements.

Joanna Pankey Page Two


oDemonstrated high quality meetings beneficial to company and stakeholders, ensuring all objectives were achieved and message was both accurate and transparent for best business practices.

Monitored market data / news-related items and analyst research reports for company and peer group and distributed to executive management. Utilized stock surveillance tool targeting prospective investors. Tracked daily stock prices and 1st call earnings estimates.

Handled financial fulfillment, mailing / contact lists. Created post card mailer for individual shareholders on mailing list for updates and cut the distribution list by 50%.

Oversaw administration of company press releases, conference calls, webcasts and transcripts, guaranteeing proper disclosure and attesting accuracy of communication avenues fell within security regulations.

Prepared yearly $500K budget and variance reports. Achieved 20%+ cost savings on key investor relations and communications tools by initiating and negotiating vendor contracts.

Negotiated vendor contracts and approved all departmental invoices.

Managed and participated in annual shareholder meetings, proxy solicitation and vote tabulation partnering with stock transfer agent, NYSE, Inspector of Elections and Broadridge tabulation services, certifying compliance with SEC reporting requirements.

oMaintained working knowledge of SEC rules and regulations, ensuring compliant financial reporting and fair disclosure.

Acted as key contact for shareholders with stock certificates, dividend and escheatment questions. Recovered $32K cash payments each for 2 individual stockholders by collaborating with State of Michigan’s escheatment department and company’s in-house legal group.

Additional Relevant Experience


Investor Relations Specialist and Executive Assistant (report: VP IR & Treasurer)


Administrative Assistant and Records Management (report: VP Information Services)

NL INDUSTRIES, INC., Houston, TX and Midland, TX

Executive Assistant / Administrative Assistant and Office Manager (report: VP Accounting, Controller)

Education and Certifications

Investor Relations Certification, University of California, Irvine, CA

(Online courses: Capital Markets, Corporate Environment, Investments, Corporate Governance, Communications, Introduction and Practice of Investor Relations and Business Writing)

NIRI: Annual conferences, and Introduction to Investor Relations Course, Boston, MA

Certified Professional Secretary (CPS) Certification, University of Houston, Houston, TX

(Review courses: Economics, Accounting, Behavioral Science, Office Technology and Office Administration)

Professional Affiliations

Member, National Investor Relations Institute (NIRI), Shareholder Services Association (SSA), Texas Notary

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