Senior Vice President
Charlotte is a senior member of the Proxy Solicitation Group at Alliance Advisors. Charlotte works directly with corporations and mutual funds on all shareholder meeting and corporate actions logistics such as establishing target dates for shareholder meetings or special transactions, coordinating the distribution of shareholder materials, and advising companies on Notice & Access options. Her experience and thorough approach ensures that each client receives the attention to detail needed throughout the shareholder meeting process from start to finish.
Since 1979, Charlotte had managed the overall proxy process for over 15,000 corporate and mutual fund shareholder meetings and offerings. She has served as Senior Vice President for Corporate Investor Communications and Georgeson Shareholder. Prior to joining Alliance Advisors, Charlotte was an Executive Managing Director at The Altman Group. Charlotte is an active member of the National Association of Stock Plan Professionals and the National Investor Relations Institute.