Velasco Advisory, PTA Capital Partners, Texas Hedge Fund Association
Shea is a CPA and specializes as a Relationship / Market builder with a unique blend of strong technical skills in finance and accounting. Currently Chief Financial Officer and Partner in a start-up Private Equity group with experience in formation, fund-raising and project financing. Her background includes Wall Street Investment Banking, Big Four Accounting, professional tax experience including the Internal Revenue Service, and project finance structuring.
Shea currently serves on three Boards in the Alternative Investment industry - the Texas Hedge Fund Association, Texas Wall Street Women, and the GIBI Host Committee. Has held officer positions with more not-for-profit organizations including the Dallas A&M Club.
Shea and Adam “Jax” Lotia hold Whiteboard Sessions together; to book a session with Shea please use the booking link in Adam’s mentor profile.