Experience

Communications Strategy Group (CSG®)

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• • Jun 2022 - Present

• • Aug 2021 - Jun 2022



Stage

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Director Of Business Development and Strategic Communications

  • Oct 2020 - Mar 2021

  -Deal sourcing and origination -Develop relationships with lenders, CEOs and founders -Analyze potential portfolio companies: financials, operations and got to market -Process management of deal pipeline through deal close -Diligence analysis: financials, operations and go to market -Integrate portfolio companies -Develop fundraising materials for GPs, LPs and co-invest partners -Create debt partner material and messaging -Write fund press releases, letters to investors -Develop new marketing strategies for portfolio companies -Create relationships with media groups, podcasts and publications to expand the reach of the fund and portfolio companies Show less



Crest Rock Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• OM/EA

  • May 2019 - Mar 2020

  -Interact as a liaison with investors and portfolio company management teams -Track and schedule fundraising and business development efforts -Review, edit and complete reports, NDAs and DDQs -Assist CFO in company operations and due diligence -Create, organize and implement office systems -Interact as a liaison with investors and portfolio company management teams -Track and schedule fundraising and business development efforts -Review, edit and complete reports, NDAs and DDQs -Assist CFO in company operations and due diligence -Create, organize and implement office systems



Pfeiffer High Investor Relations, Inc.

• United States
• Public Relations and Communications Services

• Account Executive

  • Jun 2011 - Sep 2018

  -Helped build and execute comprehensive investor relations programs for NYSE, Nasdaq and OTC companies -Counseled management teams on messaging, positioning and a myriad of investor relations issues -Developed PPT investor presentations and online content; website management -Wrote and disseminated press releases to media and investors -Conducted peer group analysis and investor targeting; tracked and updated analyst projections -Wrote and edited management’s quarterly conference call scripts and managed conference call logistics -Coordinated client participation in investor conferences -Helped with IPOs, mergers and acquisitions and various transactions Show less