Commonwealth Capital Corp.Due Diligence Analyst
Oct. 2014 - Jan. 2016Tampa/St. Petersburg, Florida Area• Perform frequent analysis of Commonwealth Capital Corp. and competitor offerings within the alternative investment industry
• Maintain and manage communication with all Due Diligence and Relationship Management teams
• Assist with the selling group agreement sales process and equity raise
• Manage and update Due Diligence CRM contacts and accounts
• Assist in frequent financial analysis and financial reporting responsibilities of the company
• Update Due Diligence materials with relevant information and statistics for marketing use
• Support Due Diligence meetings, on-site visits, off-site meetings and industry conferences
• Play key role in various department functions including: Marketing, Relationship Management, Business Development, Event Coordination and Portfolio Management Proficient in: Microsoft Excel, Word, and PowerPoint, Adobe, SQL, Microsoft Dynamics CRM