Katherine Bergstrom

Seasoned Events and Roadshow Coordinator with a proven track record of driving successful global programs for leading financial institutions.

Professional Overview

Katherine Bergstrom is the Vice President and Roadshow Coordinator at Leerink Partners, a prominent investment banking firm. She leverages her extensive experience in event planning, travel management, and client engagement to coordinate high-profile roadshow programs that support the firm's capital markets activities.

Experience Summary

Current Role

As the Vice President and Roadshow Coordinator at Leerink Partners, Katherine is responsible for planning and executing global roadshow events that showcase the firm's equity research and investment banking services to institutional investors. Her key responsibilities include:

Coordinating all logistical elements of roadshow events, including travel arrangements, venue bookings, and on-site management

Collaborating closely with internal teams to develop comprehensive roadshow schedules and itineraries

Serving as the primary point of contact for client and investor communication, ensuring seamless coordination and a premium experience

Leveraging her industry expertise to identify opportunities for process improvements and enhancing the overall roadshow program

Career Progression

Prior to her current role, Katherine held several event coordination and travel management positions, including:

ECM Roadshow Coordinator at SVB Leerink (2020-2022)

Event Coordinator at Barclays (2013-2017)

Travel Consultant at KK Travels Worldwide (2017-present)

Throughout her career, Katherine has demonstrated a passion for delivering exceptional client experiences and a commitment to continuously improving roadshow operations and efficiency.

Academic Background

Katherine holds a Bachelor of Arts degree in Sociology and Communications from the University of Colorado, where she graduated in 2013.

Areas of Expertise

Event planning and project management

Global travel coordination and logistics

Client relationship management and communication

Process optimization and continuous improvement

Roadshow program design and execution

Professional Impact

During her tenure at Leerink Partners, Katherine has played a pivotal role in streamlining the firm's roadshow operations, resulting in enhanced event experiences and improved client satisfaction. Her strategic insights and attention to detail have contributed to the success of numerous high-profile capital markets transactions.

Conclusion

With over a decade of experience in the financial services industry, Katherine Bergstrom is a seasoned events and roadshow coordinator who consistently delivers tailored, client-centric programs that support her firm's business objectives. Her comprehensive industry knowledge, strong organizational skills, and collaborative approach make her a valuable asset to the Leerink Partners team.