Kristopher Lancaster
Associate at DeepWork Capital
Orlando, Florida
Overview
Work Experience
Associate
2022 - Current
DeepWork Capital is an early stage investment firm that focuses on underserved markets and invests in high growth companies.
Board Observer
2024
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Raised $5,300,000.00 from Reign Ventures, Florida Opportunity Fund, LAUNCH, Las Olas Venture Capital, McClatchy Interactive and BDMI.
Venture Capital Summer Associate
2021 - 2021
DeepWork Capital is an early stage investment firm that focuses on underserved markets and invests in high growth companies.
Financial Consultant
2020 - 2020
Equitable Advisors is the brand name for AXA Advisors, LLC.
Financial Consultant
2017 - 2020
• Accumulated and managed a book of 65 clients, raised $5m in assets under management and issued $50m of life insurance death benefit; averaged 1,000 cold calls a week during first year • Placed over 40 insurance policies contributing up to $300k in annual premium • Recognized nationally in top 10% of first year advisors within 3 months of contract • Prepared client materials and presented investment, retirement and insurance tax strategies to prospective clients resulting in client acquisition and over 50 product sales • Secured additional business and client referrals utilizing Asset-Map and eMoney software to analyze and recommend adjustments to client financial plans based on life changes • Cultivated relationships with new high net worth clients; point person for all client requests
Finance Intern
2016 - 2016
• Prepared documentation for yearly audit of $100m annual revenue; led to accelerated collection and delivery of FY17 financials to Finance and Accounting Departments • Ensured accurate expense reporting by comparing marketing agreements to invoices received • Maintained and updated bi-weekly capex reports to record invoices of 10 Richemont luxury brands to be reviewed by regional CFO; led to an increase in annual capex by 2.5%
Business Operations Intern
2015 - 2015
• Created 133-page operational guide and trained 20 staff members resulting in successful grand opening of new restaurant; Supported Head of Food & Beverage Operations • Supervised food & beverage for Red Bull Global Rallycross race and weekly hotel events • Incorporated $5.4m of monthly revenue on financial statements of newly acquired hotel to align with existing hotel portfolio financials; Recommendations accepted by Accounting • Recognized as Best Intern for exceptional work quality and aptitude displayed
Operations Intern
2014 - 2014
Created business contact database and assisted in the transition of the website from WordPress to SquareSpace. Followed up on status of orders, organized the office space, and ensured that the home pro-ject area was tidy and ready for the next business day. Assisted in the set-up and break-down of home staging, and created the following office documents for business uniformity: • Letterhead & fax cover • Delivery Receipt & In-Home Delivery Form • Meeting Template • Packing Slip