Experience
Key Qualifications
Over eight years experience in private equity & gained significant exposure to back operations and management.
Strong professional training and education.
Positive interpersonal skills and attitude towards risk and challenging learning environments
Expertise
Financial Analysis
Due Diligence
Relationship Management
IS Management
Change Implementation
Internal Controls & Procedures
Professional Experience
Research Manager
Lovett Miller & Co., Incorporated
Growth capital & private equity firm with $175 million under management that invests in rapidly growing, privately-held companies, with a particular emphasis on technology-enhanced services and healthcare companies.
Since 2007
As Research Manager, I conducted investment information analyses and fact gathering for the investment team acting as the first point of contact for potential investments. Directed and managed company's information system and marketing efforts.
-Provided deal sourcing and investment recommendations in several marketsmarkets
-Directed and improved efforts to generate and maintain investor, broker, and various resource relationships
-Assisted in the preparation of the company's fourth offering memorandum
-Increased IS accountability through developing resources to improve data security & control, documentation & disaster recovery procedures, and project management.
Executive Assistant
Lovett Miller & Co., Incorporated
Growth capital & private equity firm with $175 million under management that invests in rapidly growing, privately-held companies, with a particular emphasis on technology-enhanced services and healthcare companies.
2000-2007
I coordinated supportive services between the company's offices and managed operations for the Tampa office. Directly reported to Managing Partner and owner of firm.
-Implemented a series of internal controls that improved accountability, increased efficiency, saved company time & money
-Directed efforts to improve efficiency, client services, fixed asset management, and documentation of operational procedures from accounts payable to board reports
-Developed and implemented actions in accounts receivable process which improved cash collections