Invests in
Sectors:
Locations:
Min Investment:
$250,000.00Max Investment:
$2,000,000.00Target Investment:
$1,000,000.00
Skills
Education
- SC
- TU
- FWCDS
Lists including Laura
Investments
Work Experience
2011
Managing Director
2011
Member of national angel network investing in women-owned and -led companies. Member of Dallas regional leadership. Deal advisor.
President
2010
Assist in review and evaluation of investment opportunities for family office.
2003 - 2007
Vice President, Finance & Investor Relations
2003 - 2007
• Proactively managed communication of financial and company information to institutional investors and analysts, serving as primary contact • Worked closely with executive management to develop company strategy and message • Developed and managed relationships with key institutional investors and analysts • Delivered presentations at investor conferences about company strategy and performance and prepared related materials • Prepared quarterly earnings releases, other press releases, related financial analyses, and talking points for quarterly conference calls • Provided key industry information and investor updates to executive management
1999 - 2003
Director of Corporate Finance
2001 - 2003
• Led company’s strategic corporate financial analysis, for both ongoing and event-driven requirements • Maintained comprehensive financial projections • Tracked bank/bond covenants and capital expenditures • Worked with investment and commercial bankers to develop and implement company’s financing plans
Treasury Manager
1999 - 2001
• Led company’s strategic corporate financial analysis, for both ongoing and event-driven requirements • Maintained comprehensive financial projections • Tracked bank/bond covenants and capital expenditures • Worked with investment and commercial bankers to develop and implement company’s financing plans
1996 - 1999
Research Associate
1997 - 1999
• Led all research activity in support of senior healthcare analyst • Created and maintained financial models • Wrote company and industry reports • Communicated theses on industry outlook and companies under coverage to institutional investors
Research Associate
1996 - 1997
• Led all research activity for wireless messaging in support of senior telecommunications analyst • Created and maintained financial models • Wrote company and industry reports • Communicated theses on industry outlook and companies under coverage to institutional investors
1994 - 1996
Investment Banking Analyst
1994 - 1996
• Performed financial analyses, including discounted cash flow and comparable company analyses • Participated in equity, debt, and M&A transactions, and successfully coordinated equity road shows