Kate Lyons Email & Phone Number

New York, Ny, Us

M Science is a data-driven research and analytics firm. We uncover new insights for leading financial institutions and corporations. M Science is a portfolio company of Leucadia Investments, a division of Jefferies Financial Group Inc. (NYSE: JEF)

Cleveland, Oh, Us

Hand-picked to fill a new strategic cross-department role originating innovative products (i.e. conferences, roundtables, spotlights) for institutional investor, private equity, and venture capital clients. Through identifying key trends and collaborating with 150+ internal constituents, I curate products that deliver insights to our clients and drive revenue for the firm.

Cleveland, Oh, Us

As a Mosaic VP I cultivated our industry leader community and developed content for our Data & Analytics, IT Infrastructure, and HealthTech practice. Mosaic delivers value by providing advisory services to institutional investors who are interested in better understanding disruptive and emerging tech trends.

Cleveland, Oh, Us

The Mosaic program at KeyBanc Capital Markets (previously Pacific Crest Securities) helps institutional investors and VCs make sense of the complexities of today’s global technology landscape, with a focus on emerging and disruptive technology trends as well as the impact of those trends on both tech and traditional companies.

New York, Ny, Us

Multi-manager buy-side platform with AUM over $1.3B

Charlotte, Nc, Us

Exo is an innovative food-tech start-up pioneering insect protein. They raised $5.2 million in series funding and have received media coverage including NYT, WSJ and Forbes.Key Accomplishments: - Implemented processes for organizational efficiency such as reporting structure, communication strategies, and documentation policies- Established HR best practices and originated benefits management platform- Developed and implemented plan to track wholesale clients and saw a sales increase of 15%- Led transition from multiple customer portals into one centralized software system- Facilitated relationship with 3rd party accounting firm and oversaw the compilation of investor reports

Providence, Ri, Us

Capital Good Fund is a nonprofit, certified Community Development Financial Institution that takes a holistic approach to fighting poverty. They offer small loans and one-on-one Financial Coaching to hard-working Americans. Their mission is to provide equitable financial services that create pathways out of poverty. Key Accomplishments: - Directly managing full-time staff and all Human Resources including recruiting, training, and ensuring staff were able to carry out their functions in service of CGF’s focus areas- Working with the Executive Director to build infrastructure to scale by designing and implementing company goals, both externally and internally and communicating those goals to the staff. We grew our client base over 400% during my tenure- Creating a phenomenal office culture that was conducive to productivity, creativity and positive staff morale- Developing and maintaining clear policies that ensure CGF received an unqualified audit year after year. This included overseeing all financial aspects of the organization; budgeting, accounting, financial planning and reporting. During my time I oversaw the budget growth from $80,000 to $750,000- Managing relationships with stakeholders, including funders, Board members, clients, community members and the press

Providence, Rhode Island, Us

The Mission of the Women's Fund is to invest in women and girls in our community through research, advocacy and strategic partnerships designed to eliminate gender inequity through systemic change. The Fellowship culminated in passing the Temporary Caregivers Insurance Bill which went into law for the State of Rhode Island in February 2013.

Mba

Ba, Humanities

Education record