Alex Nelson Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

Portland, Oregon, United States

Raised private equity to acquire two manufacturing companies, overseeing all daily finance and accounting systems in a $5M combined organization. Negotiated a complex acquisition involving two separate ownership groups, expanding both companies' sales by over 100% in less than 18 months. Recruited new employees in key management and production positions, growing the headcount to over 40 while enhancing operational efficiency and leadership capabilities. Achieved an increase in profits and a rise in company equity values, significantly improving the entities' financial health and market valuation. Developed and implemented risk management strategies to safeguard the organization's financial health. Strategically prepared the sale of the entities to strategic investors, expected to be completed in 2024.

Portland, Oregon Metropolitan Area

Mentored and managed a team of four fundraising professionals to support several diocesan departments with fundraising and development, including managing two annual diocesan-wide fundraising campaigns. Increased departmental fundraising revenue by assisting several diocesan departments with strategic fundraising and development efforts. Collaborated closely with diocesan finance and accounting teams to provide education and guidance to parishes and improve financial management practices, leading to significant cost savings. Coordinated complex fundraising projects with over 20 parishes and schools, collectively raising substantial funds and enhancing community engagement. Served on the Catholic Schools Endowment Fund, Building Commission, and Marketing Committee, driving strategic decisions that increased endowment funds through improved marketing outcomes. Raised additional funding and increased outreach by organizing fundraising events for other departments and facilitating mission visits from apostolates and religious orders. Provided expert advice for several key construction projects at parishes and schools to ensure cost savings.

Portland, Oregon Metropolitan Area

Founded and managed a fund, deploying $3.5M in debt and equity investments in the Portland area. Delivered strategic management consulting services to small businesses in Northwest Oregon focused on increasing profitability and generating cost savings through key financial analysis. Presented detailed project analyses to diverse investor groups, contributing to the allocation of capital. Assisted local small businesses in securing over $20M in project financing, enabling expansion and growth. Implemented data-driven investment strategies that achieved positive returns while enhancing the financial health of the fund and its beneficiaries in the Portland market. Transitioned to full-time operational management after acquiring two manufacturing companies, overseeing their integration, and closing the fund.

Portland, Oregon Metropolitan Area

Managed and grew a portfolio of alternative credit facilities for Portland area small businesses. Left to establish a private investment fund. Conducted financial analysis and risk assessment to provide credit for Oregon small businesses, primarily minority owned businesses.  Fostered relationships with key stakeholders, including small business owners, investors, and financial partners.

Vancouver, Washington, United States

Provided detailed analysis of finance and investment opportunities for corporate partners and clients. Managed a team of accounting professionals focused on enhancing service quality. Increased revenue by devising effective business plans, financial strategies, and accounting frameworks. Directed real estate expansion planning and negotiations leading to the acquisition of new properties. Advised on mergers and acquisitions that generated cost savings and revenue synergies. Provided detailed financial analysis that increased investment returns for corporate partners and clients.

Longview, Washington, United States

Managed and grew a portfolio of business banking clients, providing them with tailored financial solutions. Responsibilities include assessing client needs, underwriting loans, and developing strong client relationships to ensure satisfaction and retention. Developed strong analytical skills, excellent communication abilities, and a deep understanding of commercial banking products and services.

Longview, Washington, United States

Longview, Washington, United States

Bachelor Of Science - Bs, Business Management, Finance, & Leadership

Commercial Credit