Fundraising Fox

Kirk Oliver

Investor

Director, Placement & Distribution at EQUIAM

San Francisco, California, United States

About

Institutional sales and investor relations leader managing qualified investor sourcing, strategic outreach, and broker relationships since 2020. Formerly institutional equity sales at B. Riley Financial with a 10-year career managing global institutional investor relationships, and has provided advisory support to startups across technology, finance, and real estate.

Experience

  1. EQUIAMDirector, Capital Placement & Distributioncurrent2020 β€” presentSan Francisco, California, United States
  2. B. Riley FinancialInstitutional Equity Sales2014 β€” 2019San Francisco, California
  3. Sargent Bickham LagudisResearch Intern2013 β€” 2014
  4. Leeds School of BusinessFinance Teaching Assistant2013 β€” 2014Boulder, Colorado

Education

  1. University of Colorado BoulderBachelor of Science (B.S.), Finance2010 β€” 2014
  2. Silver Creek High SchoolHigh School Diploma2006 β€” 2010

Skills & more

Investor Relations1Relationship Building1Structured FinanceInstitutional InvestmentsWorking with InvestorsRoadshowsInstitutional SalesInstitutionalDeal ExecutionEconomics14Microsoft Excel10Microsoft Office10
+12 moreQuantitative FinanceValuationQuantitative AnalyticsVBABusiness ValuationComputer ScienceStatisticsEconometricsPublic SpeakingLeadershipPersonal BrandingProgramming
  • Giving Your Elevator Pitch β€” LinkedIn
  • Venture Deals β€” Kauffman Fellows
  • Quantitative Finance β€” University of Colorado Boulder
  • Series 63 β€” FINRA
  • Series 7 β€” FINRA

From Kirk's professional profile.

Same school

Shared employers

Colleagues at EQUIAM