Adam Weist Email & Phone Number

Denver, Co, Us

Nederland, Co, Us

Golden, Colorado, United States

Los Angeles, California, United States

- Founding team member of a global, blockchain-based asset investment platform. - Led the development of marketing materials and pitch decks in pursuit of $200M in early-stage capital, playing an active role in investor meetings and sales pitches.- Played a central role in brand identity creation by assisting with product development, marketing strategy, and financial forecasting.

Los Angeles

Operated professional photography service specializing in adventure travel and outdoor content. Created visually-striking marketing content for numerous high-profile lifestyle and outdoor brands. Developed expert familiarity with the world of adventure travel, climbing, and trekking by venturing to remote destinations worldwide.

Los Angeles

- Oversaw logistics for a Series B-funded start-up’s daily operations through route optimization and active inventory management, executing an average of 500 customer orders per night. - Led expansion efforts for the Los Angeles market, developing a growth strategy which ultimately tripled our service area and increased order volume by 85% over a course of three months, significantly cutting operational costs and increasing efficiency in the process. - Actively managed a team of 75 employees by developing a set of KPIs, benchmarking performance, providing consistent feedback, and creating new employee incentives which drove significant efficiency gains.

Los Angeles

San Francisco

- Oversaw investment and cash flow activity on 6 client relationships with assets totaling $2.6B+, playing a proactive role in liquidity planning, investment manager selection and asset allocation decisions.- Utilized various analytical platforms to construct ~25 comprehensive performance reports per quarter, each of which included performance attributions, asset reconciliations, pro forma projections, liquidity schedules, risk-return analyses, geographic exposure charts, investment strategy breakdowns, private equity deal summaries and historical performance/allocation analyses.- Catalyzed and strengthened client relationships by serving as a consistent initial point of contact for all portfolio inquiries, eventually assisting with the selection of investment vehicles, execution of wires, and coordination of tax documentation dissemination to outside parties.- Selected from Analyst class to attend weekly executive-level investment committee meetings in order to curate and circulate discussion points to the Portfolio Management Group; topics included global market themes, highlights in the investment pipeline, and upcoming firm-wide deadlines.

San Francisco, Ca & New York, Ny

- Performed on a sales team responsible for enhancing client acquisition, retention, and engagement. Assisted an average of 100 clients per month and ranked in the top 5 of First Republic's nationwide interns in terms of sales volume.- Assisted Investment Management team with asset allocation research project, the aim of which was projecting future asset class performance through historical data and trend analysis.

Bachelor Of Arts (B.A.), Major: Economics; Minor: Business Of Entertainment, Media & Technology

Activities and Societies: Pi Kappa Alpha Fraternity (Positions including Recruitment Chair, Public Relations Chair, Brotherhood Chair.

Academic Honors Diploma

Activities and Societies: Varsity Soccer Captain, Mock Trial, Indiana Stock Market Competition, Percussion Ensemble National Finalist