Desiree Carlo serves as the Senior Vice President of Client Services at Laurel Hill Advisory Group, where she leverages over 16 years of extensive experience in the stock transfer agent industry to deliver exceptional service and strategic guidance to clients. In her current role, Desiree...
Desiree Carlo serves as the Senior Vice President of Client Services at Laurel Hill Advisory Group, where she leverages over 16 years of extensive experience in the stock transfer agent industry to deliver exceptional service and strategic guidance to clients. In her current role, Desiree is at the forefront of managing special meetings and proxy vote campaigns, with a particular emphasis on SPAC (Special Purpose Acquisition Company) extension and business combination meetings. Her expertise in navigating the complexities of these unique transactions ensures that clients receive tailored solutions that align with their corporate objectives.
Desiree's proficiency in escrow agent services, EDGAR filings, and SEC reporting positions her as a trusted advisor in the realm of corporate governance and shareholder communications. She is adept at orchestrating proxy solicitations that not only comply with regulatory requirements but also engage shareholders effectively. Her deep understanding of corporate development and due diligence processes enables her to guide clients through the intricacies of SPAC transactions, ensuring a seamless experience from inception to completion.
Under her leadership, Laurel Hill Advisory Group has successfully managed numerous high-stakes meetings, fostering transparent communication between companies and their shareholders. Desiree's commitment to excellence and her strategic insights have made her a key asset to the firm, helping clients navigate the evolving landscape of corporate finance with confidence. As the industry continues to adapt, Desiree remains dedicated to enhancing client services and driving successful outcomes in an increasingly complex environment.
