• Responsible for overseeing all investor relationships across SVB Capital venture strategies (Private Credit, Direct Equity & Fund of Funds) consisting of 30 funds with over 1,000 investors and 6,000 touch points.
• Oversaw investor due diligence during active roadshows, firm and fund specific DDQ/RFP/ILPAs, sub docs reviews, side letters, investor data requests, SEC/Federal regulatory requirements, Cayman Compliance regulatory reviews, and annual/quarterly reporting for GP/LPs.
• Built Secondary Sale Program internally for LPs, sourced secondary buyers and tracked level/size of interest.
• Collaborated with Managing Partners, CFOs, and General Counsel on ad hoc projects, internal risk audits, investor communications, marketing materials and post-bankruptcy crisis management requirements.
• Initiated new corporate governance/IR policies. Proactively implemented critical changes to the firm’s CRM & Investor Portal. Managed LPACs & Investor Meetings.

• Created an early childhood developmental assessment app which encourages parents to evaluate their child’s progress monthly; successfully launched an MVP on Apple and Google Play globally in under four months.
• Pitched app to potential buyers, business partners, sponsors and public relation outlets within the parent tech market.
• Sourced top tier app developers globally and assessed them based on budget, estimated timing for launch, experience, and accessibility. Established a plan to utilize one app developer for creative exploration and design and a separate developer for interpretation and coding.
• Coordinated all aspects of app development including QA testing, beta opportunities, Apple App Store & Google Play registration and launches, development of new features, and feedback/implementation from users/testers.

• Developed fund/investor specific DDQ/RFP, annual fund performance letters, capital calls and distributions, ESG initiatives and DEI policies. Provided Senior Management with investor feedback, supported negotiation with potential investors and monitor market trends.
• Created database of repeatable responses and one-pagers to meet investor reporting needs as well as quickly address new regulatory requirements.
• Responsible for managing investor relationships across Fortress Credit Opportunities funds. Served as the main point of contact for sophisticated institutional investors across Sovereign Wealth Funds, Endowments/Foundations, RIAs, Family Offices, and Pension Plans.
• Oversaw investor due diligence during fundraises, subscription document reviews and timing of fund closes. Coordinated with CIOs, Investment team, Compliance and Finance teams.

• Sales coverage of Capital One & Bank of America, responsible for managing & upselling platform including new Facebook products & technologies. Conducted reviews of business units as well as expansion opportunities into new areas of the Financial Institutions.
• During coverage, Capital One’s revenue increased 50% over 18 months and became a top three account for the Financial Services Sector.
• Acted as a consultant and planning expert on the Facebook family of apps ensuring marketing spend was met with advertising campaign success and gained the most exposure on the allocated platform.

Private Banker (Ultra High Net Worth)
• Private Banker focused on the management of clients throughout the Hedge Fund, Venture Capital, and Private Equity sector. Cultivated long-term relationships from prior experience in US Institutional Equity Sales.
• Analyzed private wealth trends, financial forecasts, and potential corporate opportunities in the southeast region of the US showcasing a substantial revenue opportunity for the Private Bank.
US Institutional Equity Sales & Trading
• Sales coverage for Hedge Funds, Private Equity & Asset Managers with AUMs exceeding $1bn. Highest revenue contributing Associate on the North America team. Strategically marketed research and products from across Citi’s Markets & Securities.
Sales & Trading Two-Year Rotational Analyst Program