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Investor Relations and Communications Consultant Public Relations

Location:
Tulsa, OK, 74135
Posted:
January 28, 2023

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Terri Willson

aduzxa@r.postjobfree.com

918-***-****

A seasoned professional with proven leadership in directing the investor relations, corporate communications, marketing and public relations functions for companies and non-profit organizations. Highly skilled in SEC regulations, Wall Street trends and investment practices. Successful in developing and implementing creative media campaigns. Consistent record of increasing shareholder value and exceeding fund-raising goals. An award-winning writer with strong business acumen, extensive and diverse communication, interpersonal and public speaking skills.

EDUCATION

MBA, Oklahoma City University

B.A., Communications, The University of Tulsa

INVESTOR RELATIONS AND COMMUNICATIONS CONSULTANT 2006-present Providing strategic investor relations, corporate communications and public relations services to public companies and non-profit organizations. Specific expertise in planning and executing business strategies and creative marketing programs. Clients include:

• 12 &12, Tulsa, OK – directed the marketing and development strategies for this comprehensive residential treatment center; worked with University of Oklahoma medical staff to develop and promote the supervised detox program; managed the outreach program detailing 12 & 12’s continuum of care; produced new marketing tools including brochures, newsletters and videos; analyzed market trends and admissions demographics for board presentations; directed community activities, media relations, networking activities and speaking engagements; and created a revised website.

• MRC Global, Houston, TX - developed the investor relations strategy as the company was post-merger and preparing for an initial public offering (IPO); directed public relations and corporate communications programs; created new marketing collateral including more than a dozen service related, industry-specific and co-branded brochures for energy and industrial markets; worked directly with the Board of Directors and certain regulatory agencies during the pre-IPO process; wrote and disseminated news releases, initiated major media coverage to enhance the company’s position in the marketplace; expanded marketing through increased trade shows and conferences.

• SemGroup Corporation, Tulsa, OK – provided strategic communication counsel to senior executives; developed and implemented a financial communications strategy at a time when this public company was experiencing a particularly tumultuous operating environment; developed new marketing collateral; wrote and disseminated news releases; worked with the media to ensure consistent information was provided.

• Crusader Energy, Oklahoma City, OK - worked with the Board of Directors, senior executives and appropriate regulatory agencies to position the company for its IPO; drafted the company’s corporate disclosure policy; developed a strategic marketing plan based on competitive analysis; wrote the investor relations portion of the company’s website; developed new marketing collateral and presented executives at appropriate industry conferences to enhance the company’s visibility; served as media spokesperson.

• Additional assignments include – Parker Drilling Company, Northstar Wealth Management, MAPCO convenience stores and truck stops, Southern Plains Oil Company, St. Francis Hospital. DOLLAR THRIFTY AUTOMOTIVE GROUP 1996-2006

Executive Director – Investor Relations and Corporate Communications As a member of the management team responsible for the successful completion of the company’s IPO, established strategic corporate functions from the ground up including:

• Established the investor relations, corporate communications and public relations programs for the company; directed all internal and external communications; developed and maintained relationships with appropriate media; wrote executive presentations; led investor roadshows, press conferences and conference calls.

• Wrote and disseminated all company press releases including quarterly earnings and conference call information in compliance with SEC and NYSE guidelines.

• Managed production of the company’s annual report and proxy statement including solicitation for the Annual Meeting.

• Drafted and received Board approval of the company’s disclosure policy; established a crisis communications plan.

• Created and maintained the company’s first website, dtag.com, to provide company financial information, corporate disclosures and key issues overview.

• Analyzed the competitive marketplace and developed a brand strategy for the parent company to identify potential investors and secure capital commitments for the company.

• Compiled and analyzed data from internal and external resources to create and execute integrated online, direct mail and advertising campaigns promoting the parent company as well as the two car rental brands.

• Developed and maintained relationships with financial analysts, portfolio managers and individual shareholders as well as appropriate local, national and industry media contacts.

• Executed proactive marketing activities and media coverage to support the investment community’s understanding of the company at a time when the industry was out of favor and industry coverage was declining. Result was a 50 percent increase in sell-side coverage, substantial institutional investments and a 60 percent increase in target media placements.

• Initiated and implemented a unique corporate culture strategy to drive employee performance.

• Monitored and analyzed Wall Street and media coverage of the company and the industry and provided senior leadership with strategic counsel.

• Developed and directed the company’s corporate contributions program and all employee events and fund-raising activities including a program to aid employees experiencing hardships. PROFESSIONAL AND CIVIC ACTIVITIES:

National Investor Relations Institute (Senior Roundtable Member) Public Relations Society of America

Leadership Tulsa

Junior League of Tulsa

Tulsa Press Club

Board Member and/or volunteer for numerous non-profit organizations AWARDS:

• 10 Bronze Quill Awards from the International Association of Business Communicators for marketing and communications programs

• Three Nicholson Awards for financial communications from the National Association of Investment Clubs

• Three Silver Link Awards for communications programs from the Public Relations Society of America

• Three Silver Awards for national communications programs from Financial World Magazine

• Two ADDY Awards for marketing and public relations programs



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