Sector Experience

Financial Services
40
minutes

Avg Response Time

26
years

Years of Experience

5/16

Member Since


Experience

 
Cycle Communications Finance
Managing Principal
03/2016 - Present
Cycle Communications is a specialty consulting firm that provides investor relations and communications consulting services to private equity firms.

Wind Point Partners Finance
Director of Investor Relations, Marketing and Communications
07/1998 - 09/2015
Responsible for all facets of investor relations, marketing and communications at private equity firm with ~$2.0B of AUM. Led in-house fundraising efforts for >$1.6B of commitments (Outreach, Roadshows, PPMs, Diligence Questionnaires, Performance Spreadsheets, Data rooms, Legal). Quarterly letters/reports, investor update presentations, communications. Annual meeting coordination including 250+ slide presentation collaborating between 15+ portfolio co teams & CEOs. Websites, and general mktg.