Reval LogoFind More Talent
AE

Alexandra Esparza

Executive Investment Banking & Capital Markets Leader specializing in TMT and Digital Health

Brooklyn, NYInvestment Lead15 years experienceExecutiveFinancial ServicesInvestment BankingCapital Markets
ScreenedReferences VerifiedIdentity VerifiedStrongly Recommended

Connect with Alexandra

Alexandra already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Recommended

Already have an account?

About

Private-capital-focused investment banker (former sports/health-tech banker) building a two-sided wellness coaching marketplace plus SaaS platform to help coaches run their businesses and consumers discover/vet/book non-regulated wellness modalities. Has an MVP, landing page, and waitlist, and is running a data-driven traction plan (ads, surveys, alpha testing, Discord/Reddit) before pursuing fundraising channels.

Experience

Investment LeadEmergence Software
Founder and Managing PartnerWavefront Capital Group LLC
Managing Director, TMT Investment Banking LeadPrime Executions/FCM
EIR, Digital Health Startup FounderAntler Capital
Executive Director, Digital Health Investment BankingOppenheimer & Company
Executive Director, Head of TMT Private Capital MarketsOppenheimer & Company
Managing Director, Investment Analyst and TraderPearl Brook Capital Management
Executive Director, US Equities Sales and TradingOppenheimer & Company
Board AdvisorAlphaVols
Advisory BoardMeyVida

Education

Yale School of Managementmaster, Asset Management (2016)
Stanford Universitybachelor, Humanities (2009)

Key Strengths

  • Built an MVP and landing page with waitlist for a new startup concept
  • Deep understanding of two-sided marketplace dynamics (supply-side beta + demand-side CAC)
  • Data-driven early traction plan (ad experiments, surveys, alpha testing, community channels)
  • Created and launched a new digital health investment banking business line (roadmap, marketing materials, events, client/investor network building)
  • Strong fundraising and capital markets knowledge from private-capital-focused investment banking
  • Domain credibility in wellness/coaching from both professional experience and NASM personal training certification

Reference Highlights

Strongly Recommended
  • exceptional, foundational impact building a new business unit from concept to launch
  • deep sector expertise (technology/digital health)
  • built a revenue-generating practice from scratch
  • developed comprehensive client coverage strategy
  • established effective deal origination processes
  • closed 7 transactions generating high seven-figure revenues
  • cultivated relationships with 15 core clients
  • operates effectively across multiple dimensions simultaneously
  • builds institutional frameworks and credibility in competitive markets
  • trusted judgment on critical strategic decisions
  • rigorous analysis under pressure
  • intellectual honesty; willing to walk away from bad opportunities
  • courage to make contrarian recommendations despite internal pressure
  • systematic, multi-dimensional diligence approach
  • strong strategic mindset for structuring for growth and prioritizing initiatives
  • inspirational leader who empowers teams
  • effective delegation and accountability
  • relentless follow-through with limited resources
  • disciplined prioritization focused on clients and revenue
  • high-urgency execution without being reactive ('no ambulance chasing')
  • fast ramp: first deal closed within 30 days; scaled to 6 deals in 9 months
  • very hard worker
  • super collaborative
  • very responsive
  • resourceful
  • meticulous execution
  • strong attention to detail
  • professional under high stress
  • treats colleagues with respect
  • positive impact on junior staff
  • drives projects end-to-end with minimal support
  • good judgment in critical situations (prevented deal from falling through)
  • consistent follow-through
  • perseverance (never gives up)
  • contributed significant value during a growth period
  • successful deal closures

Discover more candidates like Alexandra

Search across thousands of pre-screened, high-quality, high-intent candidates on Reval.

Search Talent

Connect with Alexandra

Alexandra already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Recommended

Already have an account?

Contact

candidate@example.com(555) 123-4567LinkedIn Profile
Sign up to view

Languages

English

Skills

Investment BankingCapital MarketsPrivate EquityPrivate MarketsInstitutional Investor CoverageInvestor RelationsFundraisingDigital HealthHealthcare ServicesHealthcare TechnologyBiotechnologyTechnology, Media & Telecommunications (TMT)SaaSInfrastructure SoftwareIndustrial Technology