Conor J. Donohue
Scottsdale,USA
Summary
Dynamic sales and business development professional with a successful history of capital raising from high-net-worth individuals, broker-dealers, registered investment advisors, family offices, and smaller institutions. Expertise in diverse investment strategies including private credit, single asset deals, consolidated funds, and Qualified Opportunity Zones. Proven ability to build strong relationships and drive significant revenue growth. Aiming to leverage extensive network and strategic insights to further enhance investment opportunities.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Vice President, Capital Markets - Central
Caliber Companies Inc.
Scottsdale, AZ
06.2024 - Current
- Collaborated with HNW Individuals, RIAs, Broker/Dealers and Family Offices across Central US.
- Concentrated on expanding outreach in the Greater Chicago Area and the Upper Midwest.
- Structured and closed a $50M private syndication with a community bank in Dallas, enhancing capital flow for community initiatives
Vice President - Private Client
Caliber Companies Inc.
Scottsdale, AZ
03.2021 - 06.2024
- Secured $125M+ in equity for multiple funds and single asset syndications, enhancing investment portfolio diversification
- Secured $80M in investments for Qualified Opportunity Zone Funds, driving a 30% increase in fund growth within one year
- Built strong relationships with 300+ Ultra High Net Worth Individuals Family Offices and RIAs, increasing engagement by 40%
Associate Vice President - Private Client
Caliber Companies
Scottsdale, AZ
01.2019 - 03.2021
- Attracted over $50 million in equity across various funds and syndications, increasing portfolio diversity and investment reach
- Generated $25M in capital for QOZ Funds, facilitating investment in underserved areas and driving economic growth
- Developed tailored investment strategies for 175 Ultra High Net Worth Individual Clients
Private Client Associate
Caliber Companies Inc.
Scottsdale, AZ
12.2017 - 01.2019
- Devised and executed an outreach plan for 4,000 investors, resulting in a 15% engagement rate and boosting overall investor interest
- Conducted engaging presentations for 200 potential investors, securing commitments that exceeded $3M within three months
- Contributed to capital raising for two growth funds, achieving $125M in commitments and exceeding initial targets by 20%
Client Associate
The Mather Group, LLC
Chicago, IL
06.2015 - 12.2017
- Initiated contact with over 150 prospective clients daily, scheduling initial consultations with senior partners
- Created complex financial plans for 100+ prospective clients, achieving a 25% boost in successful onboarding rates
- Generated over $25M in new asset sales as an inside sales representative during 2015-2016
- Directed an internship program with 22 participants, boosting sales efforts by enhancing team skills and engagement
Education
Bachelor of the arts - Economics
University of Illinois at Urbana-Champaign
Champaign, Illinois05.2015
Skills
- Business development
- Team leadership
- Client prospecting
- Public speaking
- Presentations
- Relationship building
Certification
- FINRA Series 65 - Uniform Investment Advisor Law Exam, Currently Inactive
- FINRA Series 63 - Uniform Securities Agent State Law Exam
- FINRA Series 7 - General Securities Representative Exam
Activities
- University of Illinois Men's Club Hockey, Defenseman, 09/2011 - 03/2013
- Pi Kappa Alpha Social Fraternity, Active Member/New Member Educator, 09/2012 - 05/2015
Timeline
Vice President, Capital Markets - Central
Caliber Companies Inc.
06.2024 - Current
Vice President - Private Client
Caliber Companies Inc.
03.2021 - 06.2024
Associate Vice President - Private Client
Caliber Companies
01.2019 - 03.2021
Private Client Associate
Caliber Companies Inc.
12.2017 - 01.2019
Client Associate
The Mather Group, LLC
06.2015 - 12.2017
Bachelor of the arts - Economics
University of Illinois at Urbana-Champaign
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