Functional Skills
Business Communication
Communications
Financial Modeling
Industry Expertise
Investor Relations
IP Licensing
Market Research
Content Marketing
Proposal Writing
Internal Communications
Software Skills
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Sector Experience
Energy
Financial Services
Technology
Experience
COLUMBUS PHOTOVOLTAICS LLC
Start-Up
Vice President
1/2012 - Present
As part of founding team, lead operations and growth strategy for solar energy startup. Created connections and built trust with investors, designed pitch materials and managed communication during all stages of fundraising process, including writing investor letters, business plans, grant proposals and marketing materials. Developed patent licensing strategy by creating valuation models and scenario plans (DCF analysis and comps research), researching go-to-market opportunities within $100B+ global solar supply chain, and coordinating with legal experts. Managed multi-million dollar research contracts with partner institutions.
GLOBAL FUND EXCHANGE
Finance
Head of Client Relations
1/2008 - 1/2012
Head of Client Relations 2010 - 2012; Energy Research Analyst 2008 - 2010
Managed relationships with HNWI, family offices, and pension/endowment funds, conveying firm's investment strategies in clean energy, fossil fuels, water, and agriculture through presentations and research reports.
Structured and led weekly meetings with portfolio managers and traders to discuss trends in fossil-based and renewable energy industries, highlighting macro opportunities. Established firm's first energy research database and news pipeline to help inform and speed investment decisions.
Managed relationships with HNWI, family offices, and pension/endowment funds, conveying firm's investment strategies in clean energy, fossil fuels, water, and agriculture through presentations and research reports.
Structured and led weekly meetings with portfolio managers and traders to discuss trends in fossil-based and renewable energy industries, highlighting macro opportunities. Established firm's first energy research database and news pipeline to help inform and speed investment decisions.