Desiree Carlo
Senior Vice President, Client Services — Laurel Hill Advisory Group
Desiree Carlo is Senior Vice President of Client Services at Laurel Hill Advisory Group. Previously a leader in the securities industry as a transfer agent, Desiree brings a wealth of experience assisting micro- to medium-cap issuers with their annual meetings, special meetings, and corporate actions, as well as inspector of election and other specialized services. Her knowledge and expertise in these matters are critical, enabling clients to navigate the often-difficult challenges that a small-cap company may not have the internal resources to work through on their own.
Why DESPAC Votes Fail: A Proxy Solicitor's Playbook with Desiree Carlo
Most DESPAC votes don't fail at the ballot box. They fail months earlier, in silence — when no one is communicating with the shareholder base and the redemptions are already climbing. By the time the panicked calls go out to redeeming holders, it's already far too late to change the outcome. In this episode of The DESPAC Podcast, host Chaz Churchwell sits down with Desiree Carlo, Senior Vice President of Client Services at Laurel Hill Advisory Group, for a practitioner's break…