Investor relations professionals spend a good portion of their time communicating with external audiences – buy-side analysts, portfolio managers, sell-side analysts, retail…
Vice President, MSAcc
As a member of Dix & Eaton’s investor relations practice for more than a decade, Kellie has served as an onsite resource to clients preparing for initial public offerings and other significant announcements. This firsthand experience as an extension of internal investor relations teams provides a unique perspective that is reflected in her counsel to clients.
Kellie specializes in investor relations strategy, program development and measurement. She has worked with newly public companies to establish the investor relations function and has helped elevate existing programs through the implementation of industry best practices. Kellie has extensive experience preparing quarterly earnings disclosures, investor presentation and websites, as well as communications regarding complex transactions such as mergers and acquisitions, divestitures, equity and debt offerings. In addition, she has helped investor relations officers establish proactive communications with their senior management teams and boards of directors, including the analysis of Street sentiment, investor base and detailed peer benchmarking.
Kellie also supports clients on broader corporate communications initiatives. She has developed and executed communications strategies that support business priorities, promote growth and raise brand awareness among both internal and external audiences.
Before joining Dix & Eaton in 2005, Kellie was an auditor with Ernst & Young, LLP. In that role, she assisted in financial statement audits and provided regulatory guidance to Fortune 500 companies, primarily in the insurance and financial services industries. She also earned her designation as a CPA (inactive).
Kellie graduated cum laude from the University of Notre Dame with bachelor’s and master’s degrees in accountancy. While at Notre Dame, she co-authored a case study, “Arthur Andersen, LLP: An Accounting Firm in Crisis,” which is currently part of the curriculum at several universities. Kellie is a member of the National Investor Relations Institute (NIRI) and the NIRI Senior Roundtable.
- Investor relations strategy, program development and measurement
- Mergers and acquisitions, divestitures, equity and debt offerings
- Quarterly earnings disclosures, investor presentation and websites
- Sentiment analysis and peer benchmarking
Professional and community involvement:
- National Investor Relations Institute
Recent Posts from Kellie
As the first-quarter earnings season gets underway, now is a great time to assess whether your company is communicating as effectively as it can with its earnings…
Congratulations to Twitter for surviving its first earnings announcement as a public company. As expected, the company took an integrated approach, communicating its…
See when we can help you.