Kyle Parsons

I am a motivated and goal-driven professional with a strong foundation in financial services, having passed the Securities Industry Essentials (SIE) and Series 63 exams. I am seeking to further advance my career in the investment industry.

INVESTOR RELATIONS CONSULTANT - SP CAPITAL

(2023-05)

• Coordinated investor relations efforts, including preparing pitch decks, financial models, and due diligence materials.
• Organized and facilitated investor presentations, coordinating meetings between company executives and accredited investors for private placements in the MedTech and biotech sectors.
• Facilitated introductions between company executives and institutional/private investors.
• Leveraged pre-existing client relationships to introduce potential investors to company leadership, ensuring alignment with investment goals.
• Actively networked with accredited investors via LinkedIn and industry events to expand investor awareness.

CUSTOMER SERVICE REPRESENTATIVE - QUALFON DELTA DENTAL PROGRAM

(2023-05 - 2023-12)

• Resolved complex accounts and benefit inquiries with professionalism and accuracy.
• Navigated CRM systems to process claims and update member records.

INVESTOR RELATIONS SPECIALIST - OCUTRX

(2021-05 - 2023-04)

• Supported $25M fundraising by managing investor outreach and materials.
• Developed IR strategies, pitch decks, and presentations with senior leadership.
• Maintained investor CRM and assisted in due diligence processes.

WAREHOUSE COORDINATOR - CAMERON WEST COAST, SCHLUMBERGER COMPANY

(2020-06 - 2021-05)

• Oversaw inventory documentation, shipment accuracy, and logistics coordination.
• Ensured quality control and resolved fulfillment issues.

VALVE TECHNICIAN - CAMERON WEST COAST, SCHLUMBERGER COMPANY

(2018-08 - 2020-06)

• Built and tested precision choke valves per blueprint specifications.
• Diagnosed and repaired client equipment with attention to detail.

BA - Integrated Marketing Communications - NU, SCHOOL OF BUSINESS (COBET) (2024)