Alan

@alanrios466

I professionalize and position brands, platforms and ideas to be investor ready

Verenigde Staten
Spaans, Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
10+ year finance leader with deep understanding of what investors want and look for. Institutional experience in Private Banking, Investment Banking, and Capital Markets. With a small team and carefully trained AI tools, we design effective investor marketing collateral, impactful investor narratives, and overall capital strategy to help brands, platforms or ideas attract a sophisticated investor base.... Lees meer

Skills

a
alanrios466
Alan
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Bekijk mijn diensten

Pitch decks
I will design your investor ready pitch deck
VanafUS$ 250 / projectMeer informatie

Portfolio

Werkervaring

Citi

Vice President - Citi Global Family Office Group

Citi • Fulltime

Aug 2017 - Jul 2023 • 5 yrs 11 mos

In my role as Vice President of North America, I helped lead Capital Markets efforts through deal structuring, salesforce training and capital raising for direct private investments by collaborating with Citigroup’s Investment Bank, Private Bank and Markets Group to syndicate over 7 capital raises ranging from Series B rounds to $1 billion+ project financings. Sourced and cultivated 15+ relationships with institutional family office prospects by managing a corporate partnership with a major Family Office association representing 100+ single-family offices.