Emily Tavis Email and Phone Number
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Multi-faceted, systems thinking visionary with the ability to take any goal and break it down into individual, executable steps. Highly organized with a gift for systems and processes, I set up strong operational foundations that create healthy, sustainable, efficient and effective businesses. I am a creative, strategic problem solver committed to the highest and best functions. As a lover of people with the ability to connect with anyone, I have a distinct advantage in nurturing relationships and garnering morale to achieve desired business results.
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Svp, Fund Operations And ComplianceA. Walker & Co. May 2024 - Present -
FounderVaalia Lélek L'Essence Apr 2010 - PresentVaalia Lélek® L’essence is a line of completely natural skin care products created by a heart that wants to see people live out their Original Design. One aspect of our Original Design is that we were made to radiate beauty. By eliminating synthetic chemicals, which disrupt the body’s natural balance, and by utilizing the intelligence of plants we can restore the body’s natural balance and feed the skin while providing constituents that facilitate healing and restoration.- Product Development – Research and develop all skin care and lifestyle products, both standard offerings and custom requests.- Financial Governance – Budgeting, forecasting, and tax accounting and filings.- Compliance – Ensure compliance on a company, state and federal level.- Website – Content creation and management. -
Real EstateFairstead Oct 2017 - May 2024Greater New York City AreaBusiness partner to UHNWIs and CEO of real estate firm.Diverse business lines include securities, private equity, health care tech, real estate, chemistry and engineering, manufacturing, luxury home goods, not-for-profitUHNW Family Offices- Investment Management – Lead the investment activities of the Family Offices. - Operations – Lead the day-to-day business activities of the Family Offices.- Treasury, Accounting, and Financial Management – Responsible for all financial governance including accounting and tax filings for entire capital structure, cash and liquidity management, executing investments, (trades, due diligence, subscription documents, capital calls, and distributions), lending, and maintaining strong internal financial controls and policies.- Capital Structure – Establish and maintain family office capital structure, manage assets, and document all activities. - Compliance – Ensure compliance with business, tax, and regulatory requirements on a company, state, and federal level.- Risk Management – Address property, casualty, and legal liability risks related to the family and businesses.- Estate Planning – Manage wills, trusts, beneficiaries, powers of attorney, tax strategies, property ownership and sales, transfer of assets, and gifting.- Member Buyouts – Execute amended ownership structures, agreements, and transfer of securities.- Succession/Disaster Planning – Developed a plan to ensure understanding and documentation of every piece of information related to the family and its businesses.- Relationship Management – Lead and leverage all banking, financial services, interpersonal, and industry relationships.Real Estate Business Line- Treasury- Operations – Optimize and strengthen operational procedures and controls to maximize productivity, minimize errors, and ensure best practices. - Logical and Analytical Problem Solving- Project Management- Trusted Advisor501c3 Addressing Homelessness- Compliance- Corporate Governance -
Investor RelationsJonathan Rose Companies Oct 2016 - Sep 2017Ny, NyDirected and oversaw the investor relations department during the closing of a $223m real estate fund. Investor relations, fundraising, reporting, and private REIT formation.Investor Relations – Led the investor relations department during the closing of a $223m real estate fund. - Fundraising – Led fundraising. Developed investor confidence in the company’s vision and strategy through compelling investor pitches, relationship management, and fulfilling due diligence requests. Executed subscription agreements and capital funding. When appropriate, represented the voice of the investors by providing management with pertinent feedback.- Reporting – Provided investors with ongoing information about the company’s corporate citizenship and performance by partnering with accounting, acquisitions, asset management, legal, and the executive management team. Developed quarterly/annual reports. Executed capital calls and distributions. Organized committee and annual fund meetings.- REIT Formation – Partnered with compliance officers, principals, and counsel in formation of a private REIT and the relevant offering documents.- CRM Management – Managed fundraising through Salesforce and Excel. -
Operations & Finance ConsultantDiamond Producers Association Dec 2015 - Aug 2016Ny, Ny- Operations – Developed operating strategy, business plans, and budgets alongside the CEO and Director of Marketing. Led day-to-day operations. Negotiated consultant and vendor contracts, and led scopes of work. - Business Infrastructure – Established operations and management infrastructure. Created organized systems, policies, and procedures.- Financial Governance – Responsible for all financial governance including budget and accounting.- Business Relations – Developed relationships with suppliers and stakeholders, which included the CEOs of the top 5 diamond producing companies in the world.- Event Planning – Planned and led debut event at national jewelry trade show.- Website – Content management.
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Executive Assistant For Legal Counsel And 5 Private Equity PartnersSciens Capital Management Sep 2006 - Feb 2010Ny, Ny- Executive Support – Provided support to the CEO, Legal Counsel and five M&A Private Equity Partners.- Relationship Management – Point of contact between Partners, Portfolio Managers, and investors.- Project Management – Created pitch decks and roadshow materials. Edited IPO, private placement memorandums and subscription documents.- Research – Prepared comparables/reports for potential acquisitions.- Liability Coverage – Addressed liability risks and implemented coverage for all private equity and fund of funds holdings firm-wide.- Corporate Governance – Re-wrote the Employee Handbook.
Emily Tavis Skills
Emily Tavis Education Details
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Psychology
Frequently Asked Questions about Emily Tavis
What company does Emily Tavis work for?
Emily Tavis works for A. Walker & Co.
What is Emily Tavis's role at the current company?
Emily Tavis's current role is Real Estate Fund Operations and Compliance | Investor Relations.
What is Emily Tavis's email address?
Emily Tavis's email address is em****@****ail.com
What is Emily Tavis's direct phone number?
Emily Tavis's direct phone number is +191795*****
What schools did Emily Tavis attend?
Emily Tavis attended Hope International University.
What skills is Emily Tavis known for?
Emily Tavis has skills like Healing, Beauty Industry, Small Business, Marketing, Social Networking, Entrepreneurship, Holistic Health, Home Based Business, Personal Training, Yoga, Skin Care, Lifestyle.
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