Steve Yeonas
New York,NY
Summary
Qualified Business Development and Investor Relations professional with solid background in driving projects to completion and fostering investor relationships with different investor types. Demonstrated expertise in relationship management, prospecting, and operations, delivering impactful results in high-pressure environments. Proven ability to leverage analytical skills and team collaboration to achieve organizational goals.
Overview
4
4
years of professional experience
Work History
Senior Associate, Investor Development & Operations
Sunwealth Power, Inc.
03.2024 - Current
- Support new business development by managing prospective investor due diligence, coordinating information requests, and facilitating investor meetings with Institutions, Family Offices, RIA, and High Net worth individuals
- Maintain and update pipeline data, track investor interactions, and ensure CRM accuracy for business development efforts
- Collaborate with internal teams, including Investment, Finance, and Legal, to prepare tailored investor materials, including performance reports and fund updates
- Plan and execute investor roadshows and conferences, coordinating outreach, scheduling, and meeting logistics
- Mentor and support junior team members by providing guidance on investor engagement, CRM management, and due diligence processes
Associate, Investor Development & Operations
Sunwealth Power, Inc.
05.2023 - 02.2024
- Supported the fundraising process for two private debt funds and one private equity fund, engaging with institutional and private investors to drive capital commitments
- Assisted in executing the largest capital raise for the Solar Justice Fund, marking a milestone in Sunwealth’s fundraising efforts
- Support due diligence meetings and investor calls, addressing inquiries with detailed responses to ensure transparency and trust
- Oversee fund subscriptions, redemptions, and transfers, coordinating with investors and internal teams to facilitate a seamless closing process
- Maintained relationships with over 500 investors by preparing and distributing key marketing materials, including return analyses, standard DDQs/RFPs, and ad hoc reports
Analyst
Artisan Builders LLC
06.2022 - 04.2023
- Collaborated with CFO on budgets, forecasts, and monthly reports for the renovation and new construction of homes in the Northern Virginia area
- Utilized QuickBooks to perform bank reconciliations and enter accounts payable and receivable
- Communicated and assisted the company’s partners with daily operations to improve efficiency
Financial Representative - Internship
Northwestern Mutual
05.2021 - 08.2021
- Communicated with potential clients to understand their financial needs and goals, prospecting, and providing recommendations; 50 calls a day
Education
Bachelor of Arts - Psychology
CONNECTICUT COLLEGE
New London, CT12.2022
Certificate - International Relations & Affairs
LONDON SCHOOL OF ECONOMICS
06.2019
Certificate - Renewable Energy Project Finance Modeling
PIVOTAL 180
06.2024
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Salesforce
- QuickBooks
- Sage
- Asana
Websites
Additional Experience Interests
- Singer, Coco Beaux Acapella, Connecticut College, 08/18, 12/22
- Representative, Student Athletic Committee, Men’s Varsity Soccer, 01/19, 01/21
Leadership Experience
2x Captain of Men’s Varsity Soccer Team (2021 & 2022). Recipient of the Anita L. DeFrantz award - given annually to one male and one female member of the graduating class whose athletic ability, leadership, and sportsmanship best exemplify the qualities of Olympic medalist Anita L. DeFrantz '74. 2021 National Champions– Led the team in minutes played to secure the school’s first National Championship in any sport
Timeline
Senior Associate, Investor Development & Operations
Sunwealth Power, Inc.
03.2024 - Current
Associate, Investor Development & Operations
Sunwealth Power, Inc.
05.2023 - 02.2024
Analyst
Artisan Builders LLC
06.2022 - 04.2023
Financial Representative - Internship
Northwestern Mutual
05.2021 - 08.2021
Certificate - International Relations & Affairs
LONDON SCHOOL OF ECONOMICS
Certificate - Renewable Energy Project Finance Modeling
PIVOTAL 180
Bachelor of Arts - Psychology
CONNECTICUT COLLEGE
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