Years of experience: 5

AdvisorInvestor & VCCold Calling SpecialistFinTechAssociateInvestment Banker

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Charlotte's Career Path
Investment ProfessionalSep. 2022 -
Present
Kyron CapitalInvestment Professional
Londres, Angleterre, Royaume-UniNewly founded investment manager - Insurance & adjacent services
Investment Banking Analyst Oct. 2021 -
Sep. 2022
CitiInvestment Banking Analyst
London, England, United KingdomIB Financial Institutions - Advised a life insurance consolidator on the implementation of its capital plan and sale process - Advised Monument Re on the acquisition of a €6.4bn portfolio of run-off life policies from AXA Belgium - Advised an underbidder during the acquisition process of 2 portfolios of run-off life policies in Germany (~€20bn)
M&A AnalystSep. 2020 -
Oct. 2021
Fenchurch Advisory PartnersM&A Analyst
London, England, United KingdomM&A Financial Institutions - Advised on the sale of Amissima Vita (now Athora Italia) to Athora - Advised on the sale of the remaining 40% stake in TwentyFour AM to majority shareholder Vontobel - Advised on the potential equity investment and acquisition of tech brokerage platform Simplis - Advised an underbidder during the auction process for the acquisition of Quilter International - Advis...

Charlotte's Posts

  • About myself

    I have a strong background in investment banking, corporate strategy, and private investments, with expertise in fundraising, M&A, and business expansion. Open to advisory roles in high-growth startups, helping scale operations, secure capital, and drive strategic growth

  • Job Description

    Seeking advisory roles where I can drive strategic growth by optimizing capital strategy, scaling operations, and forging key partnerships. Passionate about helping high-growth startups secure funding, refine business models, and expand market reach

  • How to contact

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