Lori Barker

Managing Director at The Blueshirt Group

Role: Managing Director at The Blueshirt Group
Location: Santa Cruz, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Lori Barker

Lori has more than 30 years of increasing responsibility in finance including building the first Investor Relations programs for Symantec, SanDisk and Remedy Software. Industry experience includes Technology, Semiconductor, Software, Fortune 500 IT Distribution, Consumer Goods and Retail. Specialties: Quarterly Earnings Process, Corporate Spokesperson, Investor Relations Websites, Corporate Messaging, M&A, LBO’s, Debt Offerings, Follow-on Debt/Equity Offerings, Perception Studies, Global Investor Tracking and Targeting, Sell-Side Analyst Targeting, Corp. Governance, BOD Communication Packages, Annual Meetings, Analyst Days, Conference Planning, Market Research and Competitive Intelligence.In addition to Investor Relations Consulting, Lori is a Certified Personal Fitness Trainer focused on helping people turn back the clock and become healthier and happier at any age.

Experience

Managing Director
The Blueshirt Group
Mar 2021 — Present · San Francisco, CA, US

Education

University of Minnesota Duluth
Bac of Accountg, Accounting
1980 — 1984
National Academy of Sports Medicine
Sports and Exercise
2015 — 2015
Cabrillo College
Associate’s Degree, Kinesiology and Exercise Science
2014 — 2015
Santa Clara University
MBA, Marketing
1987 — 1989
University of Minnesota Duluth
Bachelor's degree, Accounting

Skills

Cross-Functional Team Leadership
Competitive Intelligence
Corporate Finance
Cash Flow Forecasting
Due Diligence
Analysis
Market Research
Mergers & Acquisitions
Competitive Analysis
Investor Relations
Annual Meetings
Business Development
Consulting
Finance
Business Strategy
Accounting
Valuation
Management
Corporate Communications
Leadership
Marketing
Annual Reports
Corporate Governance
Press Releases
Forecasting

Contact information

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Work email
l•••@blueshirtgroup.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••37

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Current company

The Blueshirt Group

Financial Services · 66 employees · Founded 1999 · San Francisco, California, United States

The Blueshirt Group has earned its reputation as a leader in investor relations (IR), IPO advisory, financial communications, financial media relations and crisis management. Founded in 1999, our firm provides capital markets expertise and strategic financial media relations counsel to growth companies and venture capital firms globally. Blueshirt has managed IR programs for more technology-related IPOs than any other firm and represents many of the best-known and top-performing IPOs. Our client base also includes existing public companies as well as pre-IPO companies at various stages of development. In addition to technology, our expertise spans the consumer, healthcare, energy and industrial sectors. The Blueshirt team is comprised of Wall Street and industry veterans who have extensive relationships and established credibility with analysts, bankers, institutional investors, VCs and the media through years of strong execution. Deep knowledge of our clients, their industries and the capital markets enables us to deliver strategic value and give our clients a competitive advantage. Through our collective experience, we have managed virtually every financial communications challenge that our clients may face. We offer our clients a highly differentiated business model compared to traditional agencies. We limit the number of clients with whom each senior member of our team works. We do this for one simple reason: working with fewer clients per team enables us to focus on each client and to understand their business in depth. We are able to offer an in-house level of service with the benefits of an outsourced approach. This unique model has resulted in extremely high client retention and long-term engagements, paired with a strong growth profile for our clients.

blueshirtgroup.com

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About Lori Barker

Experience

Managing Director

Education

University of Minnesota Duluth

National Academy of Sports Medicine

Cabrillo College

Santa Clara University

University of Minnesota Duluth

Skills

Find verified contacts for anyone on LinkedIn