Jacqueline Shawhan-Powell
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Jacqueline Shawhan-Powell Email & Phone Number

Senior Director, M and A Operations at Fortis Advisors LLC
Location: San Diego, California, United States 5 work roles 2 schools
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Current company
Fortis Advisors LLC
Role
Senior Director, M and A Operations
Location
San Diego, California, United States
Company size
23 employees

Who is Jacqueline Shawhan-Powell? Overview

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Quick answer

Jacqueline Shawhan-Powell is listed as Senior Director, M and A Operations at Fortis Advisors LLC, a company with 23 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Jacqueline Shawhan-Powell.

Jacqueline Shawhan-Powell previously worked as Senior Director, M&A Operations at Fortis Advisors Llc and Director of Operations at Halcyon Ventures. Jacqueline Shawhan-Powell holds Msc, Organizational Psychology from University Of London.

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Fortis Advisors LLC

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Profile bio

About Jacqueline Shawhan-Powell

Experienced Senior Director of Operations with a demonstrated history of working in legal and financial industries. Skilled in Operations Management, Business Process Improvement, Organizational Effectiveness, Emotional Intelligence, and Leadership. Strong professional services background with a Masters focused in Organizational Psychology from the University of London.

Listed skills include Leadership, Organizational Effectiveness, Process Improvement, Change Management, and 8 others.

Current workplace

Jacqueline Shawhan-Powell's current company

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Fortis Advisors LLC
Fortis Advisors Llc
Senior Director, M and A Operations
San Diego, CA, US
Website
fortisrep.com
Employees
23
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5 roles

Jacqueline Shawhan-Powell work experience

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Senior Director, M&A Operations

Current
Fortis Advisors Llc

San Diego, CA

* Manage operational and compliance groups within Fortis Advisors to support private M&A transactions. * Oversee post-closing operational matters, including distributions, securityholder reporting and the specific needs of Fortis’ institutional investor clients (Venture Capital and Private Equity firms).* Ensure client obligations are satisfied in.

Feb 2013 - Present

Director Of Operations

Halcyon Ventures

San Diego, CA

* Responsible for daily, weekly, monthly mgmt of financial & legal transactions and records* Main contact for 150+ Joint Venture Partners, responsible for weekly reporting and payment* Run lead management / CRM software, including a high volume of performance reports* Constant use of deductive reasoning and critical thinking to resolve company challenges*.

Mar 2009 - Aug 2011

Associate, Lobbying & Pr

Turner Consulting

San Diego, CA

* Write grant proposals, produce media, review ordinances and coordinate redevelopment* Handle multiple client accounts – not limited to correspondence, management and invoicing* Maintain all federal & state paperwork, incl. Sec of State / IRS filing (incorporation, bylaws)* Assist Principal with writing, research, media monitoring and client support

Sep 2007 - Mar 2009

Member Relations Associate

Sd World Trade Center

San Diego, CA

* Coordinate workshops, monthly mixers, region-specific events (sponsorship & development)* Help implement marketing plans for all events (press releases, publicity materials, etc)* Create brochures, flyers and sponsorship packets for future events* Assist directors with mailing/faxing/emailing of upcoming program announcements* Work on phone calls related.

Nov 2004 - May 2005
Team & coworkers

Colleagues at Fortis Advisors LLC

Other employees you can reach at fortisrep.com. View company contacts for 23 employees →

IP Ian Platt Ian Platt Colleague at Fortis Advisors Llc Atlanta, Georgia, United States, United States View → LJ Laurel Johnston Laurel Johnston Colleague at Fortis Advisors Llc Vista, California, United States, United States View → MO Maria Obenauer Maria Obenauer Colleague at Fortis Advisors Llc Oceanside, California, United States, United States View → PO Paige Ocampo Paige Ocampo Colleague at Fortis Advisors Llc San Diego Metropolitan Area, United States View → JI Jessica Irmgard Mueller Jessica Irmgard Mueller Colleague at Fortis Advisors Llc San Diego, California, United States, United States View → RS Ryan Simkin Ryan Simkin Colleague at Fortis Advisors Llc San Diego, California, United States, United States View → JS Jamie Saiz Jamie Saiz Colleague at Fortis Advisors Llc Cardiff-by-the-Sea, California, United States, United States View → CM Carla Medina Carla Medina Colleague at Fortis Advisors Llc San Diego, California, United States, United States View → TG Ty Graham Ty Graham Colleague at Fortis Advisors Llc Woodinville, Washington, United States, United States View → FJ Frank Jalili Frank Jalili Colleague at Fortis Advisors Llc Portland, Oregon Metropolitan Area, United States View →
2 education records

Jacqueline Shawhan-Powell education

FAQ

Frequently asked questions about Jacqueline Shawhan-Powell

Quick answers generated from the profile data available on this page.

What company does Jacqueline Shawhan-Powell work for?

Jacqueline Shawhan-Powell works for Fortis Advisors LLC.

What is Jacqueline Shawhan-Powell's role at Fortis Advisors LLC?

Jacqueline Shawhan-Powell is listed as Senior Director, M and A Operations at Fortis Advisors LLC.

Where is Jacqueline Shawhan-Powell based?

Jacqueline Shawhan-Powell is based in San Diego, California, United States while working with Fortis Advisors LLC.

What companies has Jacqueline Shawhan-Powell worked for?

Jacqueline Shawhan-Powell has worked for Fortis Advisors Llc, Halcyon Ventures, Turner Consulting, and Sd World Trade Center.

Who are Jacqueline Shawhan-Powell's colleagues at Fortis Advisors LLC?

Jacqueline Shawhan-Powell's colleagues at Fortis Advisors LLC include Ian Platt, Laurel Johnston, Maria Obenauer, Paige Ocampo, and Jessica Irmgard Mueller.

How can I contact Jacqueline Shawhan-Powell?

You can use AeroLeads to view verified contact signals for Jacqueline Shawhan-Powell at Fortis Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Jacqueline Shawhan-Powell attend?

Jacqueline Shawhan-Powell holds Msc, Organizational Psychology from University Of London.

What skills is Jacqueline Shawhan-Powell known for?

Jacqueline Shawhan-Powell is listed with skills including Leadership, Organizational Effectiveness, Process Improvement, Change Management, Program Management, Business Strategy, Operations Management, and Onboarding.

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