Alan

@alanrios466

I professionalize and position brands, platforms and ideas to be investor ready

United States
Spanish, English
About me
10+ year finance leader with deep understanding of what investors want and look for. Institutional experience in Private Banking, Investment Banking, and Capital Markets. With a small team and carefully trained AI tools, we design effective investor marketing collateral, impactful investor narratives, and overall capital strategy to help brands, platforms or ideas attract a sophisticated investor base.... Read more

Skills

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alanrios466
Alan
Offline • 
Average response time: 1 hour

See my services

Pitch Decks
I will design your investor ready pitch deck
From$250 / projectMore details

Portfolio

Work experience

Citi

Vice President - Citi Global Family Office Group

Citi • Full-time

Aug 2017 - Jul 2023 • 5 yrs 11 mos

In my role as Vice President of North America, I helped lead Capital Markets efforts through deal structuring, salesforce training and capital raising for direct private investments by collaborating with Citigroup’s Investment Bank, Private Bank and Markets Group to syndicate over 7 capital raises ranging from Series B rounds to $1 billion+ project financings. Sourced and cultivated 15+ relationships with institutional family office prospects by managing a corporate partnership with a major Family Office association representing 100+ single-family offices.