Preston B. Email & Phone Number

Fort Collins, Co, Us

Park City, Utah, United States

- Actively manage $6 million in client assets, developing and executing diversified investment strategies tailored to individual goals and risk profiles.- Conduct comprehensive financial assessments and in-depth research to evaluate and identify investment opportunities for client and fund strategies.- Facilitate client investments in private real estate development deals, oil and gas leases, and tax arbitrage opportunities through strategic partnerships with specialized firms.- Coordinate with partner firms and internal teams to structure and manage complex investment deals, ensuring compliance and maximizing client outcomes.- Perform in-depth risk analysis for market-neutral options strategies, proactively adjusting tactics to address potential market, volatility, and liquidity risks while enhancing strategy performance.

Park City, Utah, United States

- Worked with portfolio manager for Alpha Diversified Fund, a multi-manager/multi-strategy hedge fund (fund of funds).- Conducted operational due diligence on pooled entities and potential investment opportunities with different funds invested in a variety of asset classes.- Monitored and tracked portfolio performance, conducting regular reviews and analysis to identify areas of improvement and mitigate risk.- Engaged in client meetings, gaining exposure to strategies and portfolio management discussions.

Orem, Utah, United States

- Lead VC relations as the primary point of contact for venture capital firms, facilitating deal flow and partnerships on behalf of the team.- Perform thorough market research, financial analysis, and risk assessments to evaluate potential investment opportunities in early-stage startups.- Assist in structuring and evaluating deals ranging from $10k to $25k, focusing on seed and early funding rounds.- Collaborate with the fund team to identify promising startups and innovative business models aligned with the fund's investment strategy.

- Conduct quality control inspections and audits, ensuring compliance with standards, and provide grading and coaching for customer service department of 150+ agents.- Collaborate with cross-functional teams to identify and resolve quality issues, contributing to continuous improvement in service delivery.- Developed and implemented comprehensive analytics frameworks to monitor, analyze, and report on customer service performance, enabling data-driven decision-making that significantly enhances service quality and efficiency.- Aided in the adoption of predictive analytics and sentiment analysis to gain deeper insights into customer feedback and expectations.

- Consistently exceeded performance goals and productivity metrics, total tickets solved, handle time, and first call resolution.

Fort Collins, Colorado, United States

Fort Collins, Colorado, United States

Bachelor Of Science - Bs, Finance

Activities and Societies: - Student Investing Club Member - Stock Exchange Club Member - Banking and Finance Club Member Relevant.

Diploma Of Education

Activities and Societies: DECA Competitor Finalist - Marketing FBLA Competitor - Entrepreneurship