Alan

@alanrios466

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

Estados Unidos
Español, Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
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.... Lee más

Habilidades

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alanrios466
Alan
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Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Presentaciones resumidas
I will design your investor ready pitch deck
DeUSD 250 / proyectoMás información

Porfolio

Experiencia laboral

Citi

Vice President - Citi Global Family Office Group

Citi • Tiempo completo

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.