Kathy founded Financial Roadshow in 1995 to provide financial presentation services and assist companies in their equity marketing. She has extensive experience in advising public companies on their presentations to analyst and investor audiences, helping them to improve the effectiveness of their presentations and gain visibility. Kathy has led the industry in bringing the concept of "branding" to financial presentation development.
Prior to forming Financial Roadshow, Kathy was Chief Operating Officer of Testa Marketing, Inc., a marketing communications firm serving Fortune 500 companies including: AETNA, AT&T, Bell Atlantic, Dun & Bradstreet, MCI, NASDAQ, Sprint International and Polycom.
Previously Kathy was a financial analyst for the U.S. Treasury where she monitored bond and equity market activity for the Treasury Secretary and the White House. Kathy serves on the Board of NIRI's Capital Area Chapter.
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Robert R Nagle
Senior Vice President
Robert (Bob) has more than 20 years experience in investor relations ranging from small and mid-cap firms to the Fortune 100. His areas of expertise include: strategic program consulting, targeting, analyst and investor relations, international IR, floor specialist, exchange relations and stock repurchase programs.
Reflecting his reputation on Wall Street, Bob has been voted among "America’s Ten Best" investor relations professionals by the readers of Institutional Investor Magazine.
During his seven years as Director of Financial Relations for Raytheon, a diversified large cap, he created and implemented an investor relations program that raised investor awareness of the company’s non-defense businesses, consistently achieved a higher PE ratio than peer companies and provided primary communications between investors and senior management.Bob works directly with clients on message development, speaker script writing and road show consultations.
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Daniel Testa, CFA
Senior Vice President of Sales
Dan Testa is Senior Vice President of Sales. A corporate communications specialist, Dan works with clients and the Financial Roadshow production and conference management teams to coordinate messaging, logistics and schedules to ensure that client needs are met.
Dan has more than 20 years experience in corporate communications account service and project coordination and has managed mar-com accounts with many Fortune 1000 companies including: Quest Diagnostics, Goldman Sachs, MCI, AT&T, AETNA and Dun & Bradstreet.
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Mark Beemer
Production Director
Mark Beemer heads Financial Roadshow's presentation production department, overseeing all creative and programming. Since joining the company in 1999, Mark has established Financial Roadshow's design studio as a leading creative force within the presentations arena.
Prior to joining Financial Roadshow, Mark was Production Manager at P&H, a production studio in Minneapolis. Mark is a skilled photographer, wit a degree in Photo Journalism from the School of Visual Arts in New York City.