Marketing – Alliance Advisors https://allianceadvisors.com A full service proxy solicitation and corporate advisory firm Mon, 02 Jun 2025 12:34:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://e4h8grreyn6.exactdn.com/wp-content/uploads/2023/01/cropped-favicon.png?lossy=1&resize=32%2C32&ssl=1 Marketing – Alliance Advisors https://allianceadvisors.com 32 32 Robert S. Brennan https://allianceadvisors.com/staff-member/robert-s-brennan/ Sat, 15 Jul 2023 07:25:53 +0000 https://allianceadvisors.com/?post_type=staff&p=36530

As Chief Operating Officer at Alliance, Rob oversees the Investor Relations and Investor Intelligence business units, along with Technology, Retail, and Offshore Operations.  In addition, he heads up corporate development efforts by identifying, executing and integrating new acquisition opportunities for Alliance.  He has over 25 years of B2B financial services expertise in driving business expansion and revenue growth.

Prior to joining Alliance, Mr. Brennan served as Chief Revenue Officer for an insurtech startup where he developed the go-to-market strategy, built the sales infrastructure, and signed over 20 partnerships with a range of mortgage and fintech companies, enabling their customers to purchase digital insurance products.

Rob also served in multiple roles over 20+ years with Computershare US and Georgeson.  He led sales and marketing efforts at Computershare Loan Services and was the EVP, Corporate Strategy, completing 4 acquisitions for Computershare.  As a member of the Computershare Fund Services executive team, he provided strategic guidance on proxy solicitation campaigns to investment management companies, their managers, and boards on major M&A, change-of-control, and fund-restructuring transactions.  At Georgeson, he held P&L responsibilities over the mutual funds business line that provided proxy solicitation services to open-end funds, closed-end funds, and ETFs and was a member of the Board of Directors.

Recent articles by Robert S. Brennan

Alliance Advisors, LLC acquires LHA Investor Relations

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Matt Porzio https://allianceadvisors.com/staff-member/matt-porzio/ Thu, 30 Jan 2025 12:19:58 +0000 https://allianceadvisors.com/?post_type=staff&p=54716

Transformative Leader & Growth Strategist: Matt is a dynamic and results-driven executive with a proven track record of transforming client needs, organizational strengths, and market opportunities into a clear strategic vision that fuels growth and profitability. His entrepreneurial spirit and extensive expertise in technology and domain knowledge in financial services, allows Matt to drive innovation and competitive differentiation.

Matt is accomplished in leading strategic planning, business development, and organizational transformation to deliver measurable outcomes. He prides himself on being an inspirational and decisive leader that builds high-performing teams, fosters trust and collaboration, and strengthens stakeholder relationships to achieve sustained success. His background includes various investment banking and capital markets roles to start his career and 17 years building a market-leading business at IntraLinks, serving the Corporate Development, M&A, Legal, Private Equity and Capital Markets sectors.

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Sam Chandoha https://allianceadvisors.com/staff-member/sam-chandoha/ Mon, 13 Feb 2023 10:03:16 +0000 https://allianceadvisors.com/?post_type=staff&p=29882

W. Sam Chandoha is responsible for redefining and maintaining Alliance Advisor’s corporate and social media presence. With decades of entrepreneurial and direct industry experience Sam is uniquely poised to provide strategic advice on business development, acquisitions and global expansion.

Sam began his career at Shareholder Communications Corporation in 1983 as the company’s primary sales executive. Sam was responsible for building SCC’s mutual fund franchise into the industry’s dominant player. One of his notable contributions to the industry was creation of telephone voting along with the procedures and technology which has become the standard today.

In 1993 he became Chief Operating Officer and began SCC’s acquisition and global expansion program. He oversaw the building of call centers in Canada, UK, Australia, Philippines and South Africa totaling 2000 seats. In the US he completed the acquisitions of Corporate Investors Communications and Georgeson to form Georgeson Shareholder Communications. These with other acquisitions lead to the consolidation of the proxy industry to create the largest shareholder engagement firm in the world. In 2003, Sam led the sale of Georgeson Shareholder to Computershare.

Recent articles by Sam Chandoha

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Lou Vega https://allianceadvisors.com/staff-member/lou-vega/ Mon, 25 Jul 2022 09:07:36 +0000 https://aadvisors.vog.in.rs/?page_id=26446

Lou brings a unique perspective to business development and has the ability to identify the Alliance service that best suits corporations’ needs. During his time at Alliance, Lou has built a stellar reputation based on his integrity and expertise in the industry.

Prior to joining Alliance Advisors, Lou spent several years working in Business Development in various industry sectors. Lou received his B.A. in Political Science with a minor in Criminal Justice from Montclair State University.

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Julie Rhee https://allianceadvisors.com/staff-member/julie-rhee/ Tue, 29 Nov 2022 18:26:43 +0000 https://allianceadvisors.com/?page_id=28785

Julie (Hae Young) Rhee is responsible for growing the business and client relationships in the Korea, Hong Kong and Singapore markets. Prior to joining Alliance Advisors, Julie headed the Issuer Solutions business for S&P Global and IHS Markit in South Korea. She has guided Korean issuers successfully through both special and regular shareholder meetings including landmark restructuring agenda items.

With over 13 years of financial markets experience, Julie started her career on the sell-side working for CLSA, ABN Amro and JP Morgan Cazenove in Seoul and Hong Kong. As an investor, she was a generalist covering the Asia ex-Japan region for a HK/London-based hedge fund. Julie has an in depth understanding across a wide range of disciplines including corporate governance/ESG and investor relations.

She holds an MBA from the Kelley School of Business, Indiana University and a BSc. from Yonsei University.

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Ahmed Suliman https://allianceadvisors.com/staff-member/ahmed-suliman/ Tue, 04 Feb 2025 16:51:14 +0000 https://allianceadvisors.com/?post_type=staff&p=54398

Ahmed Suliman was born and has lived most of my life in London, and currently resides there. Since graduating from university, he has worked in the corporate governance and proxy services’ business, which has been 10 years.

During this time, he has worked for a proxy advisor and 2 proxy solicitation companies, where he has experienced working in both the buy- and sell-side of the industry, which entails working for major European listed companies. His areas of interests include and are not limited to corporate governance, proxy, ESG, M&A and activism, shareholder engagement, and investor relations.

Recent articles by Ahmed Suliman

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Carey Lo (勞嘉儀) https://allianceadvisors.com/staff-member/carey-lo-%e5%8b%9e%e5%98%89%e5%84%80/ Mon, 25 Jul 2022 10:11:29 +0000 https://aadvisors.vog.in.rs/?page_id=26513

Carey Lo is Head of Client Solutions for Greater China at Alliance Advisors where she is responsible for client management in the Greater China region. She is an experienced corporate relations expert, having specialized in client relationship management for corporate advisory service since 2012.

Carey’s expertise encompasses corporate valuation, investor relations, shareholder identification, proxy advisory, share registry and ESG advisory services. Prior to joining Alliance, Carey held a client management role in a Hong Kong Exchange listed company and oversaw the provision of valuation and ESG advisory services to PRC and HK listed companies. She has also worked as a corporate relationship specialist, focusing on managing HK and Greater China clients for investor-related advisory services.

Carey holds a bachelor’s degree in Translation from Lingnan University of Hong Kong.

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Craig Musial https://allianceadvisors.com/staff-member/craig-musial/ Tue, 04 Feb 2025 16:51:08 +0000 https://allianceadvisors.com/?post_type=staff&p=54409 Craig has nearly two decades of experience in Sales and Revenue Operations across the software, telecommunications, and e-commerce industries with various public and PE-backed firms. He is passionate about helping revenue-generating teams fulfill their potential through repeatable processes and data driven decision-making. Craig holds a bachelor’s degree from Boston College and a postgraduate certificate from Columbia University.

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German Bú https://allianceadvisors.com/staff-member/german-bu/ Wed, 22 Feb 2023 12:56:25 +0000 https://allianceadvisors.com/?post_type=staff&p=29925

German joined Alliance Advisors as the company’s Digital Marketing Manager back in 2022, equipped with a Bachelor’s degree in Audiovisual Communications and Media Advertising and a Master’s degree in Digital Marketing and Customer Experience from EUDE Madrid. His strong academic foundation has empowered him with the technical expertise to skillfully navigate various media platforms, ranging from Above-the-Line (ATL) to Below-the-Line (BTL).

With an in-depth knowledge of photography, design, social media, and digital marketing, German’s comprehensive education, paired with his extensive professional experience, allows him to manage projects meticulously and resourcefully. He is a proven leader who collaborates effectively with individuals at all organizational levels.

As the Global Brand Manager, German now oversees the company’s entire brand strategy, ensuring consistency and alignment across all touchpoints. His responsibilities include developing and implementing global branding initiatives, managing cross-functional teams, and representing the brand at key industry events. He also works closely with the marketing and design teams to approve all brand-related materials and marketing campaigns.

German’s expertise in social media, digital media planning, and comprehensive understanding of programmatic advertising, paid search, display advertising, and video advertising has been critical to his success. His ability to develop and execute strategic digital media plans continues to drive brand growth, build awareness, and maximize engagement across global markets.

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Saul Vasquez https://allianceadvisors.com/staff-member/saul-vasquez/ Mon, 17 Mar 2025 14:29:08 +0000 https://allianceadvisors.com/?post_type=staff&p=56425 Saul Loves to travel and has been to 9 different countries so far. He also is a Sports enthusiast and also enjoys playing baseball/softball. Interesting fact about Saul is that he also has an identical twin brother.

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