TreveriMarket Services & Additions
There’s an old saying on Wall St., “Go Away in May”. There are lots of festivities in May such as Cinco De Mayo, Kentucky Derby, and Mother’s Day. But, TreveriMarket sticks around in May to support businesses with vital services.
Did you know that Treverimarket services include business writing, videos, grant writing, valuations, and more. When your business is racing for capital, do you want any old horse or do you want a Sea Biscuit thoroughbred to lead you to the Triple Crown? We offer thoroughbred business services to help you cross the finish line sooner.
Some of our recent additions to the TreveriMarket team include:
Margaret is a CFO with significant domestic and international operational experience. She began her career working for corporate giants where she gained expertise in globalization and structuring. She has successfully reorganized international businesses to position them for public offerings and built company-wide cash management systems to accurately project cash flows and reduce borrowing needs. For portfolio ventures, Margaret oversaw results and timed investment exit sales to result in generous ROI for the fund. Margaret has broad experience working with emerging growth companies in Silicon Valley. With Board responsibility and as head of finance and much of operations, she established the necessary infrastructure and helped build businesses to successful exits including public offerings and/or acquisitions. Externally, Margaret deals with fund-raising, investor relations and reporting and establishes corrective practices to comply with standard accounting procedures and government rulings and provides senior management with million dollar insights on running the business. Margaret has a B.A. in social science from Harvard University and an M.B.A in finance from the University of Chicago.
Jolie Franz’ background is in museum fundraising and private auctions. Her experience ranges from writing grant proposals for the non-profit sector, to orchestrating gala events for connoisseurs of fine art, wine, and automobiles. With a passion for uniting buyers with their objet du désir, she is looking forward to joining angels and venture capitalists with exclusive private equity opportunities available through the TreveriMarket place.
Marty comes from an entrepreneurial real estate background. Analyzing and reporting various real estate projects, Marty has an eye for real asset investments with over 20 yrs in the Southern California real estate market. His specialty is the high end Santa Barbara market.
Canadian at heart, Sean comes from a family linage of oil wildcatting. From his oil and gas experience in Canada & Texas, Sean entered the financial field as a Financial Investment Advisor helping his clients achieve superior investment returns with the lowest amount of risk. Sean holds a FINRA series 7, 66, Life & Health licenses and studied Economics at University Of California, Irvine. He is currently focusing on private equity, investment, insurance, tax, retirement, estate, intergenerational wealth transfer, and educational savings planning,
Contact us if there are any business service needs your firm needs in the capital formation process.
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