Large hospital system

Deep dive into client due diligence reports. Recommend additional points to focus on, in existing due diligence reports.

Due Diligence Consultant

Clouse Consultants

Partner

Anacapa Advisors, LLC

AnacapaAlpha,LP(“Anacapa”)is a directionally long fund that combines an S&P 500 replication strategy with a proprietary option enhancement algorithm, designed to beat and exceed S&P 500(SPX) returns in most market environments. Since inception (4/17/2018), we have outperformed the benchmark by double digits. Hedges are employed to mitigate downside. We offer this fund with a low management fee and an innovative incentive-based performance fee. Hurdles and fees are tied to the SPX. Anacapa Quantum uses the same strategy against the NAS100 and continues to beat its benchmark.

Managing Director Business Development

Intellabridge Technology Corp (CSE: INTL) (OTC: CRBTF) (FRA: 98AA) 

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Non Executive Board Member

Hartland & Company

Director Business Development

614 Artist Management

•	Manage travel program for artists/manager, ensuring expense reimbursement in line with corporate policies. 
•	Ensure that day to day operations of the business run smoothly.

Chief Operating Officer

JPMorgan Asset Management

•	Instrumental in the successful launch of the Infrastructure Debt platform. 
•	Mobilized back office, compliance, reporting, trade procedures and guideline compliance. 
•	Facilitated crafting IMA’s, RFPs, due diligence/meeting materials and client on-boarding. 
•	Raised $1 billion in year one. 
•	Leveraged internal clients to obtain meetings with current JPMAM institutional clients and prospects. 
•	Responsible for portfolio reviews and ad hoc discussions with clients in Europe, UK and U.S.

VP/Client Portfolio Manager

•	Responsible for marketing the firm's extensive resources and investment platforms across a wide spectrum of institutional investors.  
•	Generated revenue of over $4 million, increasing year after year.
•	Collaborative working relationship with partners from Retirement Plan Services (RPS), Defined Contribution Investment Only (DCIO), Endowments & Foundations (E&F), Private Bank/Private Wealth Management (PB/PWM) and Insurance to identify opportunities within the Corporate Commercial Bank and Middle Market Bankers’ books of business. 
•	150+ clients spanning diversified industries, including corporations, healthcare, higher education, foundations and endowments.

VP/Client Advisor

•	Developed book of middle market clients for Dallas fixed income office. 
•	Primary products sold included mortgage backed, asset backed and U.S. agency securities.
•	Partnered closely with bankers to identify meaningful prospects. 
•	Prospected outside of the bank by cold calling and attending numerous conferences. 
•	Successfully initiated and implemented a personal mandate to cross-sell bank products such as investment management and public finance.

Institutional Sales

BNP Paribas

•	Team Lead and senior emerging markets debt specialist.

Vice President

Credit Suisse (Donaldson, Lufkin & Jenrette)

•	Senior emerging markets debt and high yield specialist.

Managing Director Business Development at Anacapa Advisors, LLC

Accomplished, consultative sales executive qualified with the skills and expertise to deliver investment solutions to large institutional investors such as pension plans, endowments and foundations, insurance companies and consultants. Skilled in tailoring investment strategy communications and presentations to audiences with varying levels of investment sophistication. Demonstrated and tenacious track record of business development for equity, fixed Income, multi-asset and alternatives sectors. Relevant experience includes sales management, portfolio management and trading experience. Talented relationship manager, with a high degree of emotional intelligence, who can deliver the whole firm and boasts a 98% retention rate. Collaborative team player that has presented thousands of times. Passed Series 3, 7, 63, 65. Windows and IOS software; salesforce.com; Bloomberg.

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Terri Bell Clouse's Linkedin Analytics

Terri Bell Clouse

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.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Terri Bell Clouse's Linkedin Analytics

Terri Bell Clouse

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Terri Bell Clouse's Linkedin Analytics