Summary
Work History
Education
Skills
Accomplishments
Timeline
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Karen Boaitey

Investment Relations
Alpharetta,GA

Summary

Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes.

Work History

Sr Consultant

Slidedeckk
  • Mentored new founders on pitching, helping them enhance their skills and contribute more effectively to have a better, informational, and simpler pitches.
  • Prioritized projects and project tasks depending upon key milestones and deadline dates.
  • Increased client satisfaction by providing tailored consulting services and effective problem-solving strategies.
  • Collaborated with client design or investor relation teams to develop customized solutions that addressed unique client needs.

Administrative Assistant

IperionX
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Created and maintained databases to track and record customer data.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.

Investor Relations Assistant

BatteryXchange
  • Support Investor Communications: Assist in drafting, editing, and distributing communications to investors, including newsletters, press releases, and financial reports.
  • Manage Investor Inquiries: Serve as a point of contact for investor inquiries, providing timely and accurate information and directing complex queries to the appropriate senior staff.
  • Organize Investor Events: Coordinate logistics for investor meetings, conference calls, and presentations, ensuring all materials are prepared and participants are well-informed.

Accountant

StartCHURCH
02.2024 - Current
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Efficiently managing the financial records of 36 diverse clients, ensuring accuracy, compliance, and timely reporting.

Investor Relations Assistant

KT Wine
11.2023 - 2 2024
  • Handle Investor Inquiries: Act as the primary point of contact for investor inquiries, delivering prompt and accurate information while fostering positive relationships.
  • Coordinate Investor Events: Organize and manage logistics for investor meetings, conference calls, and presentations, ensuring seamless execution and preparation of necessary materials.
  • Conduct Market Research: Perform in-depth research and analysis on market trends, competitor activities, and industry developments, providing valuable insights to the Investor Relations team.
  • Maintain Investor Database: Oversee and update the investor database, ensuring accurate and confidential records of investor interactions and maintaining data integrity.

Education

Bachelor of Science in Business Administration and Management -

Johnson and Wales University
Charlotte, NC

Product Management - Business Administration And Management

Build Space
San Francisco, CA
05.2001 -

Skills

  • Leadership and Strategic Planning
  • Effective Communication and Interpersonal Skills
  • Organizational and Time Management Expertise
  • Proactive Executive Assistance and Problem Solving
  • QuickBooks Proficiency
  • Microsoft Office Efficiency

Accomplishments

  • In 2023, obtained $500,000 of investment capital.
  • Entrusted with mass number of accounting clients as new hire, resulting in 2 new clients being added to 36 clients I was already in charge of 3 months later.
  • Helped raise 2mm in capital for startup currently in stealth mode

Timeline

Accountant

StartCHURCH
02.2024 - Current

Investor Relations Assistant

KT Wine
11.2023 - 2 2024

Product Management - Business Administration And Management

Build Space
05.2001 -

Sr Consultant

Slidedeckk

Administrative Assistant

IperionX

Investor Relations Assistant

BatteryXchange

Bachelor of Science in Business Administration and Management -

Johnson and Wales University
Karen BoaiteyInvestment Relations