Heather Davey

Senior Investment Manager

2023 – Present

● Sourcing new Debtor in Possession lending opportunities on a daily basis, bringing in over 400 applications each year ● Negotiating and customizing term sheets to fit each borrower's needs, while ensuring top returns for our investors ● Signed over $100M in term sheets during recent quarters, and deployed over $50M so far in Q3 2024 ● Assisting on the front end of the underwriting process through document collection, review, and assessment ● Managing a team of Junior Investment Managers and ensuring that they are meeting all metrics and quarterly goals

Investment Manager

2020 – 2023

● Built a book of business through relationship building and consistent outreach to bankruptcy attorneys and restructuring professionals nationwide ● Determined the financial needs of each potential borrower and presented comprehensive solutions to meet those needs ● Utilized multiple sales platforms and CRMs in order to maintain a full and organized pipeline

Policy Intern (volunteer)

2020 – 2020

● Assisted the Surfrider team in researching a formulating solutions to environmental threats, specifically prevalent around the Hawaiian islands

Canvasser

2020 – 2020

•Responsible for meeting a weekly sales quota •Engaged the public (on the street and door to door) to raise awareness of environmental challenges and possible solutions •Inspired individuals to support Greenpeace as monthly donors •Responsible for setting and meeting daily and weekly goals •Recruited and trained new canvassers with a strong focus on following all safety and security policies

APOS Sales Representative

2018 – 2019

• Responsible for managing a territory of 100+ channel partners through constant communication and relationship building • Handled a very high volume of emails and phone calls daily, including communications with executive level personnel at both large and small companies • Collaborated with my sales team to provide weekly, monthly, and quarterly sales forecasts to upper management • Managed five administrative reps, who were based in the Philippines, through constant communication over Skype, phone, and Outlook

• Presented quarterly business reviews to upper management after the close of each sales quarter

Renewal Sales Representative

2018 – 2019

• Responsible for reaching a quarterly quota by working with customers to accurately identify their needs, while recognizing up-sell opportunities • Maintaining CRM and pipeline integrity each quarter • Handling a very high volume of emails and phone calls on a daily basis • Worked deals through the full sales cycle, from the first contact to the final booking • Volunteer committee: planning and coordinating volunteer events for Servicesource's employees to attend on a monthly basis

Operations Supervisor

2018 – 2018

• Responsible for coaching and leading a team committed to operational excellence to drive profitable year over year sales and margin • Maintain clear understanding of merchandising and retail operations • Monitor associate productivity and efficiency achievement, as well as ability to perform required tasks • Assist associate development, and adapt to changing business and service needs • Identify and correct discrepancies in consistency of program execution • Monitor and anticipate store needs for supplies required to operate daily functions • Identify customers’ needs, and balance with operational requirements to provide customer experience standards • Responsible for all Key Holder/Manager on Duty protocols and behaviors

Inventory Specialist

2018 – 2018

•Minimize overstocks while maximizing sales and service levels •Responsible for maintaining accurate inventory controls through adherence to company guidelines and policies. •Coach all other staff members to ensure accuracy of inventory and proper backroom operations •Provides exceptional customer service, with a focus on creating a customer centric environment

Sales Associate

2018 – 2018

•Engagement: Engages customers on the sales floor. Uses VIBE behaviors to create a buying environment. Builds relationships with Certified Tech Associates to create synergy across all technology departments •Selling: Champions Mobile and Technology selling programs both in-store online; Exhibits Staples Selling behaviors in all interactions and communications with customers, associates and management. Achieve all sales goals. Respond and resolve customer requests and concerns •Operations: Responsible for ensuring all operational policies and processes are followed. Stays current on new technologies, products and services •Other duties as assigned

Server/Barista/Bartender

2017 – 2018

•Often responsible for food service, coffee counter sales, and bar procedures simultaneously •Independently responsible for all opening and closing procedures •Responsible for paying distributors as well as filling orders for new inventory

Server

2017 – 2017

•Provided quality service to patrons during high pressure situations •Increased sales of restaurant using suggestive selling techniques •Maintained open and effective communication with bar, kitchen, and other members of service team

Head Lifeguard

2014 – 2016

•Controlled and reported unruly behavior and evicted individuals not adhering to behavior protocols •Performed rescues in the event of drowning or swimming accidents •Responsible for a team of 12 guards

Bachelor's degree

2013 – 2017

Marketing and Environmental Studies