Peter Boss

Role
Business Development and Marketing Analyst, Alternative Assets at Whalerock Point Partners Llc
Location
Providence, RI, US
LinkedIn followers
500 followers

About Peter Boss

I am performance-focused, intuitive, and forward-thinking professional with proven track…

Experience

  1. Business Development and Marketing Analyst, Alternative Assets

    Whalerock Point Partners Llc

    Oct 2010 — Present

    Implementation and application of Lattice Strategies to the new client base to meet sales targets Effective management of alternative investments lead, contract negotiation, and family mission planning. Partnership with the chief executive officer and entrepreneurs, as well as venture groups. Arrangement of key note speaker events for current and potential clients. Assessment of different hedge funds, private equity, and venture deals. Coordination with clients with regard to long-term family mission planning Oversight of deal flow and provision of guidance with clients on quarterly basis of investments. Close interaction with chief executive officers and entrepreneurs to recommend and apply business strategies. Delivery of services to several companies, such as mParticle, Groove, Billaway, Verax Biomedical, BioVentures, Inc, Peregrine Real Estate Group, TCV Ventures, Defense Mobile, Yotme, and Innov8 Golf. Utilization of new website, social media, and target outreach in executing new marketing campaign. Application of negotiation of $30M real estate deal terms for participatory clients and managed investments.

Skills

  • Mergers & Acquisitions
  • Angel Investing
  • Investments
  • Venture Capital
  • Asset Managment
  • Business Development
  • Private Equity
  • Valuation
  • Fixed Income
  • Financial Services
  • Capital Markets
  • Portfolio Management
  • Alternative Investments
  • Asset Management
  • Start-Ups
  • Securities
  • Wealth Management
  • Due Diligence
  • Asset Allocation
  • Hedge Funds
  • Strategic Planning
  • Equities

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Peter Boss — Business Development and Marketing Analyst, Alternative Assets at Whalerock Point Partners Llc in Providence, RI, US | Unifers