Abigail Lowy-Levy Email & Phone Number

Los Gatos, Ca, Us

Mountain View, California, Us

Palo Alto, Ca, Us

Oversee employee welfare and enhance in-office experience through proactive initiatives.Develop and manage the fixed asset tab, contributing to efficient financial tracking.Spearhead the creation of the office budget for 2024, ensuring fiscal responsibility.Plan and execute engaging holiday events, both in person and virtually.Coordinate happy hours and team events to foster a positive and collaborative work environment.

Seattle, Wa, Us

Work with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client's situation.Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current.Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed.

Analyzed confidential information memorandums and conducted preliminary due diligence on prospective acquisitions.Managed Customer Relationship Management (CRM, Hubspot) databases of ~15,000 contacts for deal origination.Contributed market research analysis for a portfolio company sell-side transaction.

Participate in all stages of equity, debt and mergers & acquisitions transactions, including the development of financial models, due diligence sessions, the drafting of committee memos and sales memos, and board presentations. Attended client meetings to help determine modeling assumptions and synergy potential. Maintained comprehensive internal databases of current auction processes and precedent transactions in the market.

Us

Took initiative to create a community of 100 Israeli American students in the Silicon Valley. Planed over 20 community events using leadership and problem solving skills. Represented the IAC at their annual international conference in Miami.