Heather Delgado
Direttore operativo presso CAZ Investments /Private Equity/
Profilo
As a member of our team at Fund Services Group, Heather serves as Chief Operating Officer.
Her responsibilities include maintaining efficient, regulatorily compliant investment operations, evaluating and streamlining processes and systems, and she is also responsible for overseeing the day-to-day technological operations within the firm.
Heather also serves on the firm’s Executive Committee.
Heather joined us from Merrill Lynch, Pierce, Fenner & Smith and brings over 20 years of investment company operational experience, compliance expertise and regulatory oversight to the firm.
Heather and her husband, Ray, are supporters of several local and national charitable organizations.
She spends most of her free time with her family and friends, volunteering at the local animal shelter, or relaxing at home on the coast of Galveston Bay with her family.
Heather and Ray have one daughter, Jacqueline.
Posizioni attive di Heather Delgado
Società | Posizione | Inizio |
---|---|---|
Fund Services Group
Fund Services Group Financial ConglomeratesFinance Fund Services Group LLC is a leading provider for outsourced CFO and investor services. The private company is based in Houston, TX and was founded by Isaiah Massey. The company's team combines the services of a CFO, controller, and accounts payable clerk to support the launch and growth of firms. The company offers a range of services tailored to align with the needs and challenges of their clients, freeing them from back-office distractions. Fund Services Group also focuses on improving the investor experience by providing personalized onboarding, communication, and creative solutions. | Investitore di Private Equity | 01/01/2021 |
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Direttore operativo | 01/02/2014 |
Precedenti posizioni note di Heather Delgado
Società | Posizione | Fine |
---|---|---|
Pierce
Pierce Miscellaneous Commercial ServicesCommercial Services Pierce is a private company based in Blackburn, UK. | Corporate Officer/Principal | - |
Fenner & Smith, Inc.
Fenner & Smith, Inc. Financial ConglomeratesFinance Fenner & Smith, Inc. provides investment services. | Corporate Officer/Principal | - |
Merrill Lynch & Co. Canada Ltd.
Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
---|---|
Merrill Lynch & Co. Canada Ltd.
Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance |
Pierce
Pierce Miscellaneous Commercial ServicesCommercial Services Pierce is a private company based in Blackburn, UK. | Commercial Services |
Fenner & Smith, Inc.
Fenner & Smith, Inc. Financial ConglomeratesFinance Fenner & Smith, Inc. provides investment services. | Finance |
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Finance |
Fund Services Group
Fund Services Group Financial ConglomeratesFinance Fund Services Group LLC is a leading provider for outsourced CFO and investor services. The private company is based in Houston, TX and was founded by Isaiah Massey. The company's team combines the services of a CFO, controller, and accounts payable clerk to support the launch and growth of firms. The company offers a range of services tailored to align with the needs and challenges of their clients, freeing them from back-office distractions. Fund Services Group also focuses on improving the investor experience by providing personalized onboarding, communication, and creative solutions. | Finance |
- Borsa valori
- Insiders
- Heather Delgado