Jessica leads Growth at Aquilance and dedicates her energies to building and enhancing channel and partner relationships. She complements the team with fifteen years of experience in the financial technology sector and across the alternative investments ecosystem. With a focus on financial clarity and administration, Jessica welcomes the opportunity to connect with wirehouse firms, RIAs and family offices.Aquilance solves the complex financial administration needs of highly affluent families, empowering them with financial clarity to make critical economic decisions that impact their financial legacies.Founded in 1987, the company’s services save time on personal household administration. Where wealth managers and family offices may focus predominantly on a client’s investment landscape and tax management, Aquilance adds sophisticated proprietary technology and services to provide clear insight into cash flow, spending, balance sheets, and investment performance that supports a client’s complete financial picture – offering detailed information that complements tax planning, estate planning, investment management, and compliance.We provide transparency into family finances through personal bookkeeping and carefully managed billpay, investment performance reporting, multi-entity accounting across a family’s trusts, holdings, and investment entities, including complex partnerships, payroll services, assistance with insurance review, and more. Our technology-enabled and team-based approach ensures nothing is missed, offering clients a comprehensive and holistic view of their financial matters, and an ability to understand critical details throughout the year. All of this is underpinned by a level of personalization that is deeply ingrained in the firm and its 37-year history.The longevity of both clients and employees underscores a strong dedication to client needs and commitment to our continued success.

Connecting investors and funds using data insights and technology.I am interested in connecting with hedge fund managers and professionals in the alternative investment space for capital introduction.

Odeon is a full‐service boutique broker/dealer to institutional clients. We strive to be transparent, timely and complete in our work – from origination through execution. Our team is comprised of over 60 sales, trading, and research professionals dedicated to structured products and corporate securities.• Odeon offers fully integrated, high quality, financial services to a diverse set of clients across different industries, product types, and geographies worldwide.• Odeon’s team can offer general advisory services ranging from consultation and analysis of strategic opportunities to financial modeling and valuation analysis.• We can provide due diligence and in‐depth review of client or target financial performance, competitive positioning, management, and legal standing – helping clients analyze their business and execute transactions.• Our expertise can be leveraged in the formulation of comprehensive capital markets strategy and the identification and engagement of target investors.

PitchBook is the leading research firm for the Private Equity and Venture Capital universe. We provide comprehensive market leading data and a stellar technology platform that allows our clients to track deals and utilize information related to sponsored M&A and financing activity. I welcome new connections with fellow deal professionals at investment banks, private equity firms, family offices, mezzanine and debt providers.

Axial builds professional networking tools that help company owners intelligently connect with M&A advisors and ultimately close transactions with potential investors, lenders or acquirers. With over 19,500 qualified and credentialed deal professionals on the Network, Axial has become the platform of choice for deal professionals to securely and successfully manage and execute private equity/debt transactions.We are a team of passionate and talented engineers, designers and product gurus with a devoted sales and marketing organization. We are backed by great angels and VCs, including Comcast Ventures, First Round Capital and RedPoint Ventures, as well as Gerson Lehrman Group.

(formerly TheMarkets.com) acquisition by Standard & Poor's

*Acquired by Standard & Poor's Capital IQ in April of 2010* Investment Research SaaS platform for buyside