Key Skills for Success in Investor Relations
Essential Skills for Success in Investor Relations
In this episode, Christine highlights the vital skills necessary for thriving in investor relations, emphasizing communication, relationship management, strategic thinking, financial acumen, and regulatory knowledge.
She underscores the importance of honest communication with investors and cautions against the detrimental practice of overpromising and under-delivering, which can erode a company's credibility with shareholders and stakeholders.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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Christine Petraglia
CEO, CS Investor Relations
Christine Petraglia the founder and CEO of CS Investor Relations.
Ms. Petraglia has over 18 years of financial services and capital markets experience. She leverages her investor community contacts to increase clients’ visibility with their respective investment audiences. Ms. Petraglia held positions at Oppenheimer Capital and the New York Stock Exchange. At the NYSE she was Director of Client Services, working daily with C-Suite executives of NYSE-listed companies. Other positions prior to the NYSE were with leading wire houses and investment management firms. While at PIMCO/Oppenheimer she spent time living in London. At these firms, her contributions led to the launch of new investment products, a $2 billion increase in managed assets, and international expansion. Ms. Petraglia holds an M.B.A. from Fordham University’s Gabelli School of Business and a B.S. in Business, majoring both in Management and Finance from CUNY Staten Island.