Heather Delgado
Operationeel Directeur bij CAZ Investments /Private Equity/
Profiel
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.
Actieve functies van Heather Delgado
| Bedrijven | Functie | Begin |
|---|---|---|
| Fund Services Group | Private Equity Investor | 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. | Operationeel Directeur | 01-02-2014 |
Eerdere bekende functies van Heather Delgado
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 | Finance |
