Investor Relations Associate Director

William R. Jones, CFA

** ***** **. ***********, ** 19067 267-***-**** ******@*****.*** Linkedin.com/in/billjonesmba1

Professional Experience

Catalyst Global (dba Catalyst IR) New York, NY 2/16 – present

Vice President / Senior VP Investor Relations

Capital markets counsel and investment community liaison, including sell-side and

buy-side analysts and institutional investors; planning road shows, group meetings,

investment conferences and analyst days.

Corporate and investor messaging including creating investor (PowerPoint) slide decks,

company press releases; preparing management with quarterly conference call scripts

and potential investor questions for Q&A.

Singular Research Philadelphia, PA 11/08 – 1/16

Senior Research Analyst / Director of Corporate Access

Generated investment ideas, prepared initiation reports, and maintained research coverage

on small cap US equities, including special situations, value and asset plays.

Presented investment concepts on research calls and to investors, prospective clients and

existing clients such as: Franklin, Royce, Wellington and various hedge funds.

Valuation Research Princeton, NJ

Business Valuation Consultant 3/06 – 10/08

Senior Financial Analyst / Senior VP 1/02 – 3/06

Prepared/reviewed reports & opinions of value for financial reporting, tax, fairness,

purchase price allocation, etc. Managed engagements for clients, including Goldman

Sachs, Blackstone, Prudential, Colgate-Palmolive, Siemens, Fisher Scientific & others.

Performed site visits, mgt. interviews & financial (market/cash flow) valuation methods.

Dresdner Kleinwort Wasserstein New York, NY 6/00 – 12/01

Equity Research Associate - Special Situations

Covered 12-15 companies mainly in consumer/leisure & energy sectors. Prepared reports

and notes, maintained models & presented at research meetings.

Other Experience

Entrepreneur/Owner Philadelphia, PA 3/06 – 6/08

Co-founded Dentalforce staffing services for dental offices in PA & NJ/sold for $300k.

Credit Suisse First Boston Corporation New York, NY 5/99 – 8/99

Equity Research Summer Associate

Applied financial modeling (EVA analysis) to support equity analysts/company models.

Comm Bancorp, Inc. Clarks Summit, PA 6/96 – 8/98

Financial Analyst/Assistant Comptroller

Developed interest rate risk analyses, asset/liability models, capital adequacy

projections, & pro forma financials for presentation to the investment committee.

Accounting Intern/Staff Accountant 6/94 – 5/96

Education

The Pennsylvania State University, Smeal College of Business 8/98 – 5/00

MBA; finance & marketing emphasis; 3.6 GPA

Graduate Teaching Assistant; Finance Association Chairperson

Chartered Financial Analyst Program, CFA Institute 10/95 –10/98

Awarded CFA charter in October of 1997 (completed 3 exams consecutively)

The University of Scranton, School of Management 8/90 – 12/94

BS, Finance 1993; Business Club; Dean’s List 1991-1992

Professional Organizations, Activities & Licenses

CFA Society of Philadelphia and CFA Institute member; CFA Charterholder

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