Ben Stone Email & Phone Number

New York, NY, US

Chicago, Illinois, United States

• Chicago Atlantic is a private market investment firm which combines deep sector expertise with an entrepreneurial approach to multi-asset class investing. Strategies include opportunistic credit, private equity.
• Initiate due diligence process for a diverse portfolio of lower middle-market tech & growth businesses.
• Perform in-depth financial and market analysis and write credit memorandums to summarize analysis, as well as create credit approval packages to present to senior credit officers and the investment committee.
• Assist the originations team in outreach, ongoing client support associated with the loan-focused needs of the client, and prospect pipeline handling.
• Support proactive portfolio management by monitoring the financial health of existing borrowers through periodic reviews and updates to credit files, ensuring proper documentation of risk assessment and client.
• Corporate Finance Institute – 300+ hours of coursework concentrating in Accounting for Financial Analysts, Commercial Banking and Credit Analysis, and Financial Modeling and Valuation Analysis.

Mclean, Virginia, United States

• Private Equity-backed Experiential marketing agency focused on golf, outdoor recreation, lifestyle, real estate and active sport.
• Conducted market research and produced pitch decks for clients, as well as organized meetings, phone calls and company databases
• Assisted in the preparation of proposals to clients, contracts and reports
• Extensive research on market expansion and potential clients in higher education, boating and aviation

Arlington, Virginia, United States

• Provider of online caddie services platform for 74 golf clubs in 25 States who work with top-tier golf clubs throughout the U.S. to streamline caddie management and train caddies to prioritize hospitality and give.
• Provided equipment advice, course knowledge and game strategy to players in both casual and tournament settings
• Skills learned and exercised: punctuality, attention to detail, negotiation, customer service, teamwork, organization, communication, rapport/relationship building, time management, multi-tasking

Washington, District Of Columbia, United States

• Venture Capital-backed Digital Learning Software company that helps drive social impact through digital education in critical skills with an emphasis on financial literacy, STEM and DEI.
• Supported the EVERFI Social Media team in developing and executing public relations campaigns to elevate the EVERFI brand
• Researched industry trends to create content strategies
• Developed and maintained marketing collateral including newsletters, landing pages, handouts and slide decks, as well as the EVERFI press list database
• Assisted with the management and execution of direct mail campaigns and the creation of press releases and new press release templates
• Developed media pitches to pitch reporters from major D.C. area publications

Bachelor'S Degree, Economics

McIntire School of Commerce - Business Minor

High School Diploma

Summer Study - University College, University Of Oxford, International Business/Trade/Commerce