Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- TJ
- TU
Lists including Matt
Work Experience
2019
Managing Director
2019
2016 - 2019
VP, Healthcare Institutional Equity Sales
2017 - 2019
Institutional Equity Sales
2016 - 2019
• Specialize within the Small Cap Media, Defense, Life Science, and Energy sectors • Tailor services involving research ideas, reports, analyst access, and corporate access to clients' unique preferences
2015 - 2015
Capital Introduction and Operations
2015 - 2015
• Third employee hired by the start-up Managed Futures CTA/Hedge Fund • Oversaw daily trade reconciliations and managed all trade break scenarios • Managed prospect pipeline and lead nurturing, consisting mostly of large institutional investors • Wrote and distributed outbound communications, including updating all marketing materials
2013 - 2015
Marketing Specialist
2013 - 2015
• Managed all of the outbound communications for our field office, which lead to over 12 published articles, the initiation of a webinar series, as well as seminar series • Grew local offices’ social media presence to an audience of over 10,000, across multiple platforms • Identified, initiated, and managed relationships with strategic partners and integrated their involvement into our overall marketing strategy
2012 - 2012
Marketing Coordinator
2012 - 2012
2010 - 2010
Client Service Manager
2010 - 2010