Jenny Williams Stringer Email & Phone Number

Dallas, Us

• Comprehensive financial consulting services for high net worth individuals, families, and small businesses

Dallas, Texas, Us

• Managed the financial operations & reporting for the Morton H. Meyerson family & affiliated entities• Produced consolidated reports & historical analysis for family members & investment management purposes, including performance summaries, transaction overviews, portfolio company updates, and cash flow summaries• Responsibilities included: overseeing day-to-day financial activities; transaction execution; funding (capital calls & distributions); maintaining paperless recordkeeping system; and portfolio management database• Conducted weekly internal meetings alongside legal, accounting & tax teams• Point person for external investment managers, banking & brokerage relationships, attorneys, and other service providers

• Produced 5th annual GIBI investment symposium hosted at the Winspear Opera House in Dallas, TX with a panel of 10 distinguished portfolio managers of multi-billion hedge funds from across the US, moderated by Gretchen Morgenson from The Wall Street Journal• 100% of funds raised for Michael J. Fox Foundation for Parkinson’s research and Vickery Meadow Youth Development Program• Managed tax prep & accounting oversight • Created operational improvements for cost savings and improved vendor relationships

• Responsible for fund administration, prime brokerage services, and investor information• Assisted with portfolio reviews, investment research, monthly investor letters, and accounting records• Managed SEC investment advisor registration process in connection with firm restructuring

New York, Ny, Us

• Co-managed client relationships for approximately 130 clients ($4 billion of assets) across the spectrum of private banking services, including investment management, lending, estate planning, and traditional banking needs

New York, Ny, Us

• Reported directly to COO and worked closely with Controller & investment team of a $10 billion global private equity fund• Promoted from Associate to Director after one year• Established quarterly reporting process for mark-to-market valuations, business updates, and performance analysis for 19 portfolio companies• Maintained marketing materials & Private Placement Memorandum (Fund III)• Assisted with annual accounting audit, due diligence requests, and value creation / cash flow analysis

New York, New York, Us

• Produced financial modeling & analysis and prepared leveraged buyout ideas for global private equity firms & hedge funds (Financial Sponsors Group)• Drafted internal memorandums and financial presentation materials of divisional information for executive-level committees and strategic evaluations (Firmwide Strategy Group)• Coordinated internal merger process for mortgage servicing company

Worldwide, Oo

• Summer internship within Deloitte's M&A advisory group