Financial Advisor Communications Director
Resume:
Georgina Tzanetos
New York, NY LinkedIn ********.********@*****.*** muckrack.com/georgina-tzanetos
WORK EXPERIENCE
Institutional Investor
Director, Investment Thought Leadership and Financial Communications January 2023 – Present
●Lead investor-facing communications, including earnings-style webinars, Q&A materials, analyst slide decks, and executive-level scripts that articulate strategy, growth drivers, and macro context.
●Own coordination and planning of quarterly virtual investor events, executing agenda development, media rehearsals, executive briefing, and investor follow-up.
●Lead creative strategy and brand direction to translate founder/executive voices into compelling narrative developments.
●Write, edit, and refine a wide range of executive financial content, including shareholder letters, fact sheets, website copy, and whitepapers ensuring clarity, accuracy, and alignment with the company’s strategic narrative.
●Develop high-impact financial messaging and positioning for investor presentations and thought leadership, translating complex data and market trends into accessible, compelling content.
●Drive competitive intelligence efforts, analyzing fund flows, peer positioning, and market trends to inform senior leadership and refine investor narrative.
●Collaborate closely with executive, Legal, Finance, and Investor Relations teams to ensure all external messaging—including press releases and investor materials—is consistent, compliant, and strategically aligned.
●Maintain IR toolsets and tracking, including presentation archives, audience analytics, and client/investor interactions, to measure outreach effectiveness and guide future roadmaps.
●Support site visits and analyst deep dives, preparing senior team for sessions and managing post-event materials and feedback documentation.
Bankrate
Investment Reporter March 2022 – December 2022
●Created market commentaries and financial updates, translating complex data into concise investor-facing narratives and analyst briefings.
●Partnered with Finance and Legal to validate sensitive content tied to earnings, company announcements, and market-moving events.
●Produced SEO-driven reports that boosted investor and stakeholder visibility across platforms.
Consumer Track/ GoBankingRates
Financial Reporter March 2021 – March 2022
●Increased viewership by over 2 million readers in 10 months heavily utilizing data analytics and trending market movements.
●Company spokesman and expert in first-ever Reddit AMA, engaging live content with target audience-preferred channel.
Wallstreet Mojo
Finance Writer January 2019- January 2020
●Authored academic-style articles and web copy geared towards students of financial licensing exams.
Investopedia
Finance Writer 2017-2019
●Achieved featured status of Top Trending Article in 2018 for “Top 5 Things Not To Tell Your Mortgage Broker.”
●Lead contributor on mortgages and residential housing market policy in the US.
●Acted as copy editor for syndication on high-traffic subject-matter websites including Investopedia and Yahoo Finance.
Moody’s Analytics
Client Success and Retention Account Manager 2016-2017
●Managed and maintained portfolio of over $75mm in the oil and gas space during the oil crash of 2016.
●Demonstrated exceptional abilities in identifying areas of growth in down- and mid-stream oil sectors through a period of considerable sector volatility.
●Strengthened Fortune 50 client retention and closed new business through double-digit oil market downturn.
Roubini Global Economics
Business Development 2015-2016
●Secured over $100k in business renewals in Dec 2015 alone with an average 7% of upsells on each renewal.
●Boosted retention of accounts and successfully saved nine accounts from closing.
J.P Morgan Chase
Private Client 2014-2015
●Strategized, serviced and maintained client portfolios with a minimum of $10mm.
●Prospected new business on a weekly basis.
AXA Equitable
Licensed Financial Advisor 2012-2014
●Placed over 300 phone calls daily to prospect new business.
●Series 7,6, and 63
●Grew a new client base of 100+ high net-worth individuals.
●Developed a new “orphan” market with clients whose portfolios had not been serviced in years.
●Strategized asset allocation for client portfolios according to time horizons and risk tolerance.
●Determined suitability through analytic tools and holistic accounting.
EDUCATION
New York University New York, NY
Master of Arts in Political Economy
●Organizations: President and Founding Member, Graduate Society of Political Science and Economics
Managing Editor: Journal of Political Inquiry
●Fellowships: Research Fellow, NYU Athens Center
CONTRACT WORK
AI Content Engineer 2023-2024
●Train and develop generative AI-prompt GEMINI system to fine-tune accuracy and readability for human respondents.
●Format content to align with AI capabilities, ensuring its suitability for machine processing and output.
●Handle large datasets used for training and refining AI models, ensuring data quality and relevance.
●Identify areas of needed improvement within the AI framework to better assist efficient prompt delivery.
●Work with developers to integrate content systems with other platforms to ensure seamless AI content delivery.
●Continuously experiment with different prompt structures and strategies to enhance AI performance.
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