Proxy Logistics & Special Situations – 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 Proxy Logistics & Special Situations – 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.

]]> 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.

]]> Alyson Osenenko https://allianceadvisors.com/staff-member/alyson-osenenko/ Mon, 25 Jul 2022 08:22:55 +0000 https://aadvisors.vog.in.rs/?page_id=26399

Alyson Osenenko is a Senior Vice President in the Proxy Logistics Group at Alliance Advisors. In addition to managing the Proxy Logistics Group, Alyson prepares and executes all of the functions necessary for a successful shareholder meeting including timeline of events, broker nominee search, document printing, web hosting, proxy card and notice preparation, required mailings to registered holders, distributions to bank/broker/nominee and intermediary firms, proxy tabulation and Inspector of Elections. Alyson began her career in the proxy industry in 2009.

]]> 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.

]]> Amanda Raimo https://allianceadvisors.com/staff-member/amanda-raimo/ Mon, 25 Jul 2022 04:45:29 +0000 https://aadvisors.vog.in.rs/?page_id=26414

Amanda Raimo is Vice President of the Proxy Logistics Group at Alliance Advisors and is responsible for managing operational tasks in preparation for client shareholder meetings. She maintains Alliance’s client database, communicates with proxy intermediaries, procures depository and shareholder lists, and executes all functions of the shareholder meeting process including the timeline of events, broker nominee search, document printing, web hosting, proxy card and notice preparation, required mailings to registered holders, distributions to bank/broker/nominee and intermediary firms, and proxy tabulation.

Amanda Raimo also provides support for Information Agent assignments including tender, exchange, and rights offerings. Prior to this position, Amanda was a proxy voting specialist in our multifaceted call center. Amanda has been working in the proxy industry since 2014.

]]> 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.

]]> Michael Hugyo https://allianceadvisors.com/staff-member/michael-hugyo/ Mon, 27 Jan 2025 20:16:14 +0000 https://allianceadvisors.com/?post_type=staff&p=54469

Michael Hugyo is Vice President, Investor Communications at Alliance Advisors. Mike brings over 23 years of experience of industry experience to Alliance in helping public companies, REITS, and BDCs and mutual funds successfully navigate annual and special meetings with customized solicitation strategies.

Mike is well known in the alternative investment (non-traded REIT and BDC) industry and provides a highly consultative approach to his clients when dealing with challenging non-routine proxy proposals such as charter amendments.

Mike has helped his clients grow their digital footprint with use of electronic distribution including use of eMail, texting, and active document hosting sites to help foster stronger relationships with retail investors while meeting investors where they are for more efficient proxy communications and voting.

Prior to joining Alliance Advisors, Mike held senior client management roles at Computershare, Boston Financial Data Services and most recently Mediant, a BetaNXT business.

Mike is a member of multiple industry associations and is an active participant on several working committee groups.

]]> Kelly Sferlazza https://allianceadvisors.com/staff-member/kelly-sferlazza/ Sun, 19 Mar 2023 06:48:19 +0000 https://allianceadvisors.com/?post_type=staff&p=30948

Kelly is a member of the Proxy Logistics Group at Alliance Advisors where she conducts research and analysis for bid proposals while utilizing procedures that produce the most cost effective method for the client.

She also maintains internal databases, manages the firm’s virtual shareholder meeting platform and provides financial reporting and operational support to the Accounting Group. Kelly received her Bachelor’s Degree in Computer Science at Sacred Heart University.

]]> 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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