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.
• 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.
• 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.