Experience

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  Invictus Capital Partners

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Vice President - Investor Relations & Business Development

    • Feb 2024 - Present

    Spearhead fundraising initiatives by collaborating closely with internal Business Development team, placement agents, consultants, and potential investors. Streamline and manage internal fundraising process, overseeing scheduling of meetings and conferences, maintaining data rooms, and producing marketing and due diligence materials. Interact with legal team to construct due diligence materials and facilitate subscription process for fundraising activities.

  • Senior Associate

    • Feb 2022 - Feb 2024

    Spearhead fundraising initiatives by collaborating closely with internal Business Development team, placement agents, consultants, and potential investors. Streamline and manage internal fundraising process, overseeing scheduling of meetings and conferences, maintaining data rooms, and producing marketing and due diligence materials. Interact with legal team to construct due diligence materials and facilitate subscription process for fundraising activities.

  • Analyst

    • Oct 2016 - Feb 2022

    Coordinated and executed fundraising initiatives in collaboration with placement agents, consultants, and potential investors. Addressed ongoing inquiries from existing investors and provided responsive support to maintain optimal investor relations. Engaged with legal department to craft due diligence materials. Monitored entire facets of subscription process with attention to detail with key focus on ensuring flawless execution of fundraising activities. Initiated and led high priority executive projects, showcasing proactive leadership in strategy implementation and successful goal attainment.

• 

  State Street

  • United States
  • Financial Services
  • 700 & Above Employee

  • Compliance Analyst, Officer

    • Nov 2015 - Oct 2016

    Assisted Chief Administrative Officer of Global Exchange in successful implementation of an AML/KYC program to ensure alignment with regulatory requisites and risk mitigation. Developed and delivered impactful presentations to executive committees, fostering informed deliberations and securing endorsement for smooth incorporation of AML program.

  • Executive Assistant

    • Jun 2013 - Nov 2015

    Facilitated seamless scheduling by coordinating calendars, travel arrangements, and expense reports for Executive Vice President (EVP) and multiple Senior Vice Presidents (SVPs). Led and managed production of a bi-weekly dashboard, reviewed by esteemed members of Management Committee.

• 

  Judge Carr

  • Tarrant County Criminal Court #9

  • Intern

    • Aug 2012 - Dec 2012
    • Tarrant County Criminal Court #9

• 

  Paup and Associates

  • Paralegal

    • Apr 2011 - Aug 2011