Senior Associate
Capstone Financial Group is threefold—Capstone Financial Group, a middle market investment banking firm, Capstone Auto Group, the parent company of three automotive dealerships (Sold in 2013), and Capstone Home Technologies, a smart home technology company.Duties:Prepare financial information and corporate memorandums for all potential and existing clientele.Maintain company web-site which includes optimizing for search engines and continual updating of website with media coverage of Capstone.Prepare potential buyers lists for clientele looking to be acquired, as well as prepare and sent lead letters to the selected potential buyers.Innovated the Online Data Room, an online login and data management system which streamlined the due diligence process by organizing information for clients and potential buyers. This includes preparing, monitoring, and assigning online data room access for potential acquirers.Update, maintain, and perform queries on company database (in Access).Send out monthly newsletter and updated online newsletter.Prepare mass mailings, maintain spreadsheets and company management presentations.Assist Capstone Home Technologies with company advertising strategy, updated company website to include video of its television ads. Graphic design work included design of airport ads, stationary, custom mass mailings by location and demographics.Coordinate Social Media strategy for all three entities including utilizing Twitter, Facebook, and YouTube to publish news, articles, advertisements, and general company information as well as implementing these social media tools into each website.Heavy Microsoft Office use including Microsoft Word, Powerpoint, Excel, Access, and Visio.