Operations – Alliance Advisors https://allianceadvisors.com A full service proxy solicitation and corporate advisory firm Wed, 09 Jul 2025 19:04:40 +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 Operations – Alliance Advisors https://allianceadvisors.com 32 32 Todd Balestro https://allianceadvisors.com/staff-member/todd-balestro/ Wed, 09 Jul 2025 19:00:43 +0000 https://allianceadvisors.com/?post_type=staff&p=57286 As Chief Strategy Officer at Alliance Advisors, Todd Balestro works closely with the CEO to define the firm’s strategic direction and is responsible for driving key growth initiatives, including mergers and acquisitions, joint ventures, and strategic partnerships.

Todd brings over 20 years of experience in leveraged finance, having served as a Senior Managing Director at leading financial institutions including Salomon Brothers, Citigroup, Citadel, and Guggenheim Partners. He also brings a strong foundation in management consulting from his time as an executive at Peterson Consulting.

Todd holds a B.S. in Engineering from Lehigh University and an M.B.A. from Columbia Business School.

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Bernard Farragher https://allianceadvisors.com/staff-member/bernard-farragher/ Mon, 05 May 2025 21:29:15 +0000 https://allianceadvisors.com/?post_type=staff&p=57312 Bernard Farragher has joined the Investor Communications division at Alliance Advisors. With almost three decades of experience in the shareholder communications industry, he brings a wealth of knowledge and experience. Bernard works directly with the C-Suite at public & private corporations, mutual funds, REITs, as well as outside counsel, and other industry stakeholders to plan and coordinate specialized shareholder events. He also has a deep understanding of transfer agency business along with years of corporate regulatory experience. Bernard’s consultative and customer first approach provides clients with expertise, guidance, and service excellence resulting in a positive experience for clients and their shareholders.

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Jamie Penn https://allianceadvisors.com/staff-member/jamie-penn/ Mon, 16 Sep 2024 17:43:34 +0000 https://allianceadvisors.com/?post_type=staff&p=50474 Jamie Penn is an Assistant Vice President in the Proxy Logistics Group at Alliance Advisors. With over thirteen years working in proxy logistics, he has a vast experience with handling the research and distribution of work for ADR clients. He was involved in logistics, mail and tabulations for various mergers and acquisitions in addition to his proxy jobs. Jamie is also experienced in numerous other things from processing broker bills to logistics regarding invoicing.

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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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