Michelle Beck - Palomar College

Bhavin S. Shah
10 Thomas Court (732) 208-4972
Green Brook, NJ 08812 bshah2012@kellogg.northwestern.edu
SUMMARY:
Well rounded professional with a unique blend of finance and communication expertise across multiple industries including
experience leading Investor Relations efforts for Fortune 500 companies during the Telecom meltdown and the Financial Crisis.
15 year track record of proven execution with the ability to collaborate with colleagues at all levels of the organization including
the C-Suite and Board of Directors. Proven attributes include strategic messaging, financial analysis, internal and external
communications, project management and problem solving skills.
EXPERIENCE:
The CIT Group, New York, NY 2005- Current
Vice President - Investor Relations
Create and execute debt and equity investor outreach program for a global financial institution with $50 billion in assets
through one of the most turbulent financial markets in history
• Support senior management with all equity and fixed income investor relations activities including:
• Message development on strategy and specific transactions
• Roadshows, conferences and all other investor meetings
• Quarterly earnings - CEO and CFO earnings scripts, Q&A preparation, etc.,
• Provide counsel on quarterly/annual guidance disclosure
• Develop valuation model and track sell-side financial models
• Generate reports highlighting stock activity, competitor/peer news and other related topics
• Head of Fixed Income Investor Relations
• Responsible for development and execution of the Debt IR program
• Assist Treasury team in executing secured and unsecured financing transactions
• Support Treasury team on Rating Agency Communications
• Liaise with relationship banks including Debt Capital Markets
• Serve as key member of Disclosure Committee, Asset & Liability Committee and CFO’s Market Sentiment Team
The IGB Group, New York, NY 2004 to 2005
Director- Investor and Media Relations
Provided direct client consultation at this IR/PR firm focusing on micro to large cap companies across multiple industry sectors
• Developed investor and media relations strategy for clients
• Targeted appropriate institutional investors, sell-side analysts and financial media and introduced them to clients
• Pitched the client’s strategic and financial ‘story’ to investors, analysts and media
• Developed and executed pre and post- IPO investor and media plan for new publicly traded clients
• Wrote Company press releases and senior management scripts for earnings and other announcements
• Provided investor presentation training and counsel on speaking to investors and media
• Secured new business through development of leads and promotion of services to prospective clients
International Tea Importers Inc., Los Angeles, CA 2003 to 2004
Director- Marketing, Sales and Public Relations
Enhanced sales, marketing and PR skills through an independent consulting project in which I helped transition one of the
largest tea importers in the US from a Proprietorship into a Corporation
• Developed sales strategy and sales campaign geared towards attracting new clients
• Launched brand campaign for the corporation’s new image as a global B2B player in the beverage industry
• Established new brand, which was used to approach retail consumers and penetrate emerging on-line marketplace
• Created and executed marketing strategy for B2B and retail, including advertising on the web and in print media
• Positioned the company in the media, including TV, Newspapers, Magazines and Trade Journals
• Wrote the scripts and prepared the presentations for the President and CEO for all public appearances and speaking
engagements, including Tea Tasting Events, Conferences and Media Appearances
• Rejuvenated the retail consumer website, increasing average monthly sales tenfold
AT&T Wireless and AT&T Corp., Redmond, WA and Basking Ridge, NJ 1997 to 2002
Director- AT&T Wireless Investor Relations
Chosen to establish Company’s first Investor Relations department after serving as an integral member of the IPO Deal Team
and following what was at the time the largest IPO in corporate history
• Communicated corporate strategy, financial commitments and key drivers behind operational metrics
• Assisted analysts and investors in the development of their financial models and valuation analyses
• Counseled senior officers on communicating all topics of concern to Wall Street and the Financial Media