Summary
Overview
Work History
Education
Skills
Websites
Travel (30 Countries), Kitesurfing
Languages
Timeline
Generic

DIEGO TRAVERSARI

Miami,FL

Summary

Dynamic finance professional with 5+ years of experience in investor relations, portfolio management, and business development. Proven expertise in securing multimillion-dollar commitments, managing high-net-worth client relationships, and driving global growth through strategic investments and effective communications.

Overview

5
5
years of professional experience

Work History

Operations Associate Manager

Industry FinTech
01.2024 - Current
  • Prepared marketing materials, including pitch decks and offering memoranda, to support fundraising efforts, resulting in a 20% increase in investor engagement.
  • Coordinated investor meetings and presentations to promote fund offerings.
  • Streamlined operational processes by identifying inefficiencies and implementing targeted improvements.
  • Maintained open lines of communication between departments, facilitating effective collaboration on projects requiring input from multiple stakeholders.

Investor Relations Associate

Industry FinTech
01.2023 - Current
  • Collaboratively secured over $10MM in capital commitments from institutional and high-net-worth investors.
  • Maintained strong relationships with existing investors, providing regular updates on fund performance and portfolio developments, leading to a 20% increase in reinvestment's.
  • Developed comprehensive investor communication strategies, ensuring compliance with regulatory requirements.

Fund Manager / Investor Relations

D&A Acquisition
12.2020 - Current
  • Co-founded and established SPV Fund, specializing in allocating capital along the energy, mobility, and cybersecurity industries
  • Raised $5MM+ in capital commitments from family offices, and high-net-worth individuals
  • Developed and executed the fund's investment strategy, resulting in successful deployment of capital into high-potential opportunities
  • Sourced and evaluated investment opportunities, conducting due diligence and risk assessments
  • Negotiated deal terms, structured transactions, and facilitated successful closings
  • Established and maintained strong relationships with investors, providing regular updates on fund performance
  • Implemented robust portfolio management practices to maximize returns and mitigate risks.

Account Executive

Inxeption
12.2019 - 08.2020
  • Managed complete sales funnel from lead to closing for every new account created
  • Prospected and closed leads valuing $50K - $100MM in yearly revenue
  • Assisted B2B and B2C companies reduce friction in their transactions and create new distribution channels
  • Provided solutions to streamline domestic logistics and optimize supply chains.

Education

BSBA – Entrepreneurship & Management -

Suffolk University
Boston, MA

Skills

  • Microsoft Office Suite
  • PitchBook
  • Notion
  • HubSpot & Salesforce
  • Detail Oriented
  • Relationship Building
  • Strategic Thinking
  • Negotiations
  • Due Diligence / Compliance
  • Asset Management
  • Alternative Investments
  • Operations Management

Travel (30 Countries), Kitesurfing

Travel enthusiast and adrenaline seeker. 

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Operations Associate Manager

Industry FinTech
01.2024 - Current

Investor Relations Associate

Industry FinTech
01.2023 - Current

Fund Manager / Investor Relations

D&A Acquisition
12.2020 - Current

Account Executive

Inxeption
12.2019 - 08.2020

BSBA – Entrepreneurship & Management -

Suffolk University

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DIEGO TRAVERSARI