Chelsea Chrisman

Consultant, Investor Relations @Cazaral

Newport Beach, CA, US
MOBILE NUMBERS
+15•••••••08

Signup · Get unlimited contacts

WORK HISTORY

Nov 2024 — Present

Consultant, Investor Relations @Cazaral

View department →

Newport Beach, CA, US

Cazaral is a New Age Merchant Bank, provides strategic financial advice, and services to clients Family Offices, corporations and institutions. Based on our 3 Investment Banking pillars: special private credit situations, Private Equity, Insurance Asset management (PPLI). Responsibilities include assessing financial needs, structuring complex transactions, facilitating mergers and acquisitions, and managing investment portfolios.

EDUCATION

2012 — 2014

USC Annenberg School for Communication and Journalism

Master's Degree, Communication Management

2009 — 2013

USC Annenberg School for Communication and Journalism

Bachelor of Arts (B.A.), Communication

SKILLS

OutlookEnglishEvent PlanningSocial NetworkingMicrosoft WordSocial Media MarketingPowerpointMicrosoft ExcelHtmlPhotoshopResearchPublic RelationsWindowsMarketingPublic SpeakingCustomer ServiceSocial MediaMicrosoft OfficeFacebookEditingStrategic Planning

ABOUT CHELSEA CHRISMAN

Chelsea is a Seal Beach native to LA now Newport Beach resident that fell face first in the family office relationship world back in 2020 with a not so traditional finance path falling face first in the family office relationship world. She spent 3 years at a $550 AUM VC fund running investor relations and business development with a family office network. Last year, she and her partner, Paul Spradling, started a merchant bank, Cazaral, with three divisions: Special situations and debt restructuring Lower middle market buy / sell side An insurance dedicated fund for private replacement life insurance policiesShe continues to run business development filling the top of the funnel with opportunities from their combined network driven by referral / fee splitting. She hangs at the intersection of tech and investment banking, always open to hearing opportunities and helping others as she builds out her global network. Chelsea is one of 5 Founding Partners of the Legacy & Impact for Next Gen Allocators. LINA is a premier, invite only community for exceptional women who allocate capital - whether as individuals or family offices. We bring together the decision makers shaping the future of capital to build trust, share deal insights, and cultivate intentional relationships across private equity, venture capital, and alternative investments. For funsies, Chelsea loves cars, cigars, concerts (except country), sloths, dogs, friends & family.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Chelsea Chrisman — Email, Phone Number & Contact Info | Unifers