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Rene’ Lopez Email & Phone Number

Investor Relations Manager at Securitize
Location: Dallas, Texas, United States 7 work roles
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Current company
Role
Investor Relations Manager
Location
Dallas, Texas, United States

Who is Rene’ Lopez? Overview

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Rene’ Lopez is listed as Investor Relations Manager at Securitize, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Rene’ Lopez.

Rene’ Lopez previously worked as Investor Services at Mg Stover Llc and Senior Associate, Investor Services at Apex Group Ltd.

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Email format at Securitize

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Securitize

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Profile bio

About Rene’ Lopez

Results oriented and decisive. Over twenty years of experience in administration, operations, acquisitions and investor relations in a Commercial Real Estate Investment Firm and two years of experience in Fund Administration (middle office) has exposed me to what I love most; productively serving and interacting with people of all demographics. Additional experience includes policy and process development, HR duties including hiring, employee onboarding and off-boarding, training, benefits management, payroll, employee relations, and event planning.Community service: led fundraising efforts for disaster relief in Haiti, created corporate fundraising packages for non-profit organizations, served as a gala co-chair, and served the local church as a leader in various capacities including guest experience, women’s ministry, coordinating special events and as a women’s mission trip leader to Thailand.

Listed skills include Leadership, U.S. Foreign Account Tax Compliance Act, Administrative Assistance, Anti Money Laundering, and 44 others.

Current workplace

Rene’ Lopez's current company

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Securitize
Securitize
Investor Relations Manager
Dallas, TX, US
AeroLeads page
7 roles

Rene’ Lopez work experience

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Investor Relations Manager

Dallas, TX, US

Senior Associate, Investor Services

Dallas, Texas, United States

Provide full-scope investor services for hedge funds and private equity funds domiciled in the US and Offshore. Analyze transaction information and AML/KYC due diligence against PPMs and LPAs to process investor subscriptions, transfers, and redemption requests in accordance with statutory compliance guidelines and fund-specific requirements. Collaborate.

Mar 2023 - Oct 2023

Associate, Investor Services

Dallas, Texas, United States

Onboarded investors by reviewing subscription agreements and PPM’s for onshore and offshore funds consisting of multiple types and structures for private equity and hedge funds. Performed due diligence screening (KYC & AML) for entities domiciled in the USA and the Cayman Islands. Treasury management for monthly fund expenses, distributions and.

Oct 2021 - Mar 2023

Management Team - Operations, Acquisitions & Investor Relations

Acquisitions and Investor Relations. Managed all aspects of the investor experience: created and marketed offering packages, assisted with equity raising, reviewed subscription agreements for completeness, onboarded investors, tracked capital, and served as the sole contact for over 90 partnerships with a focus on commercial real estate investments.

Aug 2013 - Oct 2021

Investor Relations

Managed all aspects of the investor experience: created and marketed offering packages, assisted with equity raising, reviewed subscription agreements for completeness, onboarded investors, tracked capital, and served as the sole contact for over 90 partnerships with a focus on commercial real estate investments (office, retail, industrial and lofts)..

May 2011 - Aug 2013

Executive Assistant To Chief Executive Officer

Assisted CEO, COO and VP with calendar and email management, and all aspects of the business including operations, lease administration, acquisitions, property management, research, investor relations, and employee relations. Created and managed the process of assembling and storing investor data, and the distribution of investment reports and earnings..

May 2000 - May 2011
FAQ

Frequently asked questions about Rene’ Lopez

Quick answers generated from the profile data available on this page.

What company does Rene’ Lopez work for?

Rene’ Lopez works for Securitize.

What is Rene’ Lopez's role at Securitize?

Rene’ Lopez is listed as Investor Relations Manager at Securitize.

Where is Rene’ Lopez based?

Rene’ Lopez is based in Dallas, Texas, United States while working with Securitize.

What companies has Rene’ Lopez worked for?

Rene’ Lopez has worked for Securitize, Mg Stover Llc, Apex Group Ltd, and Jim Lake Companies.

How can I contact Rene’ Lopez?

You can use AeroLeads to view verified contact signals for Rene’ Lopez at Securitize, including work email, phone, and LinkedIn data when available.

What skills is Rene’ Lopez known for?

Rene’ Lopez is listed with skills including Leadership, U.S. Foreign Account Tax Compliance Act, Administrative Assistance, Anti Money Laundering, Treasury Services, Client Relations, Investor Onboarding, and Adobe Acrobat.

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