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Stephanie L. is listed as Investor, Operator, Advisor at Acorns, a company with 348 employees, based in San Juan, Puerto Rico, Puerto Rico. AeroLeads shows a matched LinkedIn profile for Stephanie L..
Stephanie L. previously worked as Managing Partner at Swl Advisors and Board of Directors, Observer at Acorns. Stephanie L. holds Mba from Harvard Business School.
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Stephanie provides strategic advisory, capital raising, business development, and financial operations services to start-ups and venture capital firms.
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A career timeline built from the work history available for this profile.
San Juan, Puerto Rico
Advise venture capital firms and VC-backed companies with a focus on sourcing, financial diligence, and market analysis. Sample clients: Rakuten Capital, TempoCap, Oculogica, and Amberdata.
Greater New York City Area
Responsible for planning, implementation, and management of all finance-related activities of the company including accounting, budgeting, strategic planning, deal analysis and negotiations, investor relations, partnership compliance, and private and institutional financing Ensured LQA has the technology, systems, and processes in place to drive financial.
Greater New York City Area
Led Strategic Finance and Corporate Development at Unified, the advertising industry’s only social data platform. Responsible for developing financial thought leadership for the management team including overseeing the financial planning and budgeting process, analyzing strategic investment options, developing investment prioritization strategy and.
San Francisco Bay Area
Led business development for large-cap technology accounts. Established relationships with new clients including Tesla, LinkedIn, and Viavi. Responsible for developing capital structure, financing and treasury management solutions, international banking requirements, liquidity management, trade finance, and FX hedging.
Greater New York City Area
Led coverage of key asset manager clients in the US, including PIMCO and Blackrock, for global banking and markets. Improved counterparty rankings to be within the top 10. Responsible for identifying commercial opportunities with HSBC’s core institutional clients by building strong partnerships with key decision makers and coordinating a cross divisional.
Greater New York City Area
Led the fund for funds sales channel in the U.S. and middle market institutional clients in the East CoastResponsible for uncovering and communicating about alternatives market, demand trends, and competition to devise fund launch strategies. Advised senior management on investor appetite for new products and guide produce development.
Greater New York City Area
Led relationships with CFOs and Treasurers of financial services firms including Genworth, GE Capital and SunTrust to raise capital. Responsible for coordinating the execution and marketing of fixed-income and equity related products, including derivatives, capital securities, bank and bridge-loans, and equity-linked securities. Ensured key clients were.
Greater New York City Area
Healthcare Investment Banking Associate responsible for M&A advisory assignments, performing valuation analyses, due diligence activities and drafting confidential memoranda.Led the development of detailed financial models to analyze various transactions, including leveraged buyouts, IPOs, convertible debt offerings, and term debt offerings.
Other employees you can reach at acorns.com. View company contacts for 348 employees →
Miranda Chua
Colleague at Acorns
Lake Forest, California, United States, United States
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JL
Jack Lei
Colleague at Acorns
Lake Forest, California, United States, United States
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BR
Brendan Reilly
Colleague at Acorns
West Chester, Pennsylvania, United States, United States
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IS
Igor Sandler
Colleague at Acorns
East Brunswick, New Jersey, United States, United States
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JK
Jared Keefer
Colleague at Acorns
Huntington Beach, California, United States, United States
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BS
Beau Sullivan
Colleague at Acorns
College Grove, Tennessee, United States, United States
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BP
Boguslaw Piekarz
Colleague at Acorns
Reading, England, United Kingdom, United Kingdom
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CO
Chris Occhipinti
Colleague at Acorns
New York, New York, United States, United States
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TO
Tosin Olamigoke (Ma)
Colleague at Acorns
Austin, Texas, United States, United States
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VB
Vaibhav Bhat
Colleague at Acorns
San Francisco Bay Area, United States, United States
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Quick answers generated from the profile data available on this page.
Stephanie L. works for Acorns.
Stephanie L. is listed as Investor, Operator, Advisor at Acorns.
Stephanie L. is based in San Juan, Puerto Rico, Puerto Rico while working with Acorns.
Stephanie L. has worked for Swl Advisors, Acorns, Lqa, Unified, and Hsbc.
Stephanie L.'s colleagues at Acorns include Miranda Chua, Jack Lei, Brendan Reilly, Igor Sandler, and Jared Keefer.
You can use AeroLeads to view verified contact signals for Stephanie L. at Acorns, including work email, phone, and LinkedIn data when available.
Stephanie L. holds Mba from Harvard Business School.
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