Kaitlin Meyer Email & Phone Number

San Francisco, California, United States

New York, New York, United States

• Collaborated with principal, C suite executives and investment team to foster client and fund manager relationships at a $4.5 billion SEC Registered Investment Advisor and multi-family investment office• Conducted comprehensive daily market and closing briefs to educate the team on market updates and news• Listened and synthesized notes on the think tank keynotes, financial advisory summits, and economic webcasts resulting in improved office efficiency and team members' heightened understanding of current macro outlooks and investment themes• Structured, researched, and presented to senior members of LGS a thorough wealth management and art investment project to enhance client prospecting efforts and integrate art advisory services into the firm

New York, New York, United States

Paine Schwartz Partners (PSP) is a global sustainable food-chain investment private equity firm managing over $4 billion of equity capital on behalf of leading global financial institutions and investors. Over the past two decades PSP has made investments representing over $13.5 billion in total enterprise value• Researched companies for possible investment by analyzing market trends, assessing key business focuses, and evaluating stakeholders' positions ensuring successful investment opportunities and outcomes• Collaborated with investment team to identify and research add-on acquisition targets for portfolio companies• Developed and reviewed limited partner marketing presentations for fundraising efforts

Palo Alto, California, United States

Eichler Swim & Tennis club is a year-round luxury club serving the Palo Alto community. • Managed daily club reservations for over 300 guests resulting in efficient use of swim lanes and tennis courts • Reconciled guest complaints and issues by being able to adapt to varying circumstances, used problem-solving skills and applied interpersonal skills to empathize with guests enabling a positive guest experience

Palo Alto, California, United States

The Magical Bridge Foundation is a nonprofit that advocates for, designs, and builds playgrounds and parks for children and adults of all ages, abilities, and sizes. • Coordinated ten summer community fundraising concerts which raised thousands of dollars• Managed and arranged musicians to volunteer their time resulting in free performances which engaged the community and led to donations

Bachelor Of Science - Bs, Finance, General

Education record

Summer Course Program, The Media And Politics In The United States

Followed a 3 week course on the media and politics. Topics included: • The role of the press in a democracy • The impact of the new.