Sara Vinson
Investor Relations at Rhea AI
Experienced professional with a strong background in financial analysis, sales leadership, and general management. Skilled in portfolio management, strategic development, and operational processes.
Professional Summary
Sara Vinson
Investor Relations at Rhea AI
Experienced professional with a strong background in financial analysis, sales leadership, and general management. Skilled in portfolio management, strategic development, and operational processes.
Key Achievements
- Overseeing resort operations at Lake Pointe RV & Condo Resort
- Led acquisition of a multimillion-dollar company as CFO
- Managed a $60 million investment portfolio at New Braunfels Utilities
- Led cloud-based operations transition through app rollout
- Became top-performing salesperson within 6 months at Groomer's Seafood
- Opened new territories in 4 major markets
Professional Experience
Investor Relations
Rhea AI
Leading investor relations initiatives for Rhea AI, an intelligence platform. Responsible for managing relationships with institutional investors, communicating company strategy, and supporting capital raising activities.
Key Achievements:
- • Developed comprehensive investor communication strategy to enhance market visibility
- • Coordinated quarterly earnings presentations and investor meetings
- • Collaborated with executive team to refine financial messaging and growth narrative
General Manager
Lake Pointe RV & Condo Resort
Overseeing all aspects of resort operations and management.
Homemaker
Vinson Family
Managed household operations while raising children. Developed skills in risk management, negotiation, and team coordination.
Key Achievements:
- • Risk Management
- • Negotiation
- • Team Coordination
Director of Sales and Finance
Groomer's Seafood
Oversaw financial activities, sales and operational processes. Led company transition to cloud-based operations through app rollout. Developed strategic partnerships and assessed opportunities based on risk and market value.
Key Achievements:
- Driving Results
- Strategize
Sales Manager
Groomer's Seafood
Managed sales team development and execution. Created pricing system and actively managed margins across product lines. Analyzed sales data for tactical and strategic decisions.
Key Achievements:
- • New Business Development
- • Process Optimization
Wholesale Account Executive
Groomer's Seafood
Established customer relationships and drove sales across multiple markets. Opened new territories in 4 major markets. Became top-performing salesperson within 6 months.
Key Achievements:
- Account Management
- Customer Relationship Management (CRM)
Pension Control Analyst
AllianceBernstein
Managed portfolio unit values and client allocations. Prepared financial reports and coordinated operational processes for PCR Clients. Provided guidance to clients and intermediary contacts.
Key Achievements:
- • Client Issue Resolution
- • Team Coordination
Financial Analyst
New Braunfels Utilities
Monitored $60M investment portfolio within regulatory parameters. Prepared quarterly investment reports for the Board of Directors. Created accrued interest schedules for bond offerings.
Key Achievements:
- Financial Reporting
- Financial Modeling
Credit Analyst
Ferguson Enterprises
Managed credit assessment and collections. Analyzed credit worthiness of potential customers and maintained lien rights of the company.
Key Achievements:
- • Credit Analysis
- • Process Improvement
Portfolio Manager
Texas State Student Managed Investment Fund (SMIF)
Selected as one of 22 students to manage the McCoy Business School Endowment Fund. Analyzed market conditions using FactSet and Bloomberg. Managed Healthcare sector as best performing sector.
Key Achievements:
- Asset Management
- Portfolio Management
Chief Financial Officer
Kona Coast Venture LTD/LLC
Oversaw financial operations for 4 sub-companies and acquisition of Whitewater Sports. Managed banking structure, payroll, and loan processes. Created internship program with A&M University.
Key Achievements:
- • Risk Management
- • Cash Flow Management
Skills & Expertise
Financial
- Financial Analysis5/5
- Portfolio Management5/5
- Risk Management5/5
- Financial Modeling4/5
Sales
- Sales Leadership5/5
- New Business Development5/5
- Negotiation4/5
Management
- Strategic Development5/5
- Operational Management5/5
- Process Improvement4/5
Education
Texas State University
Georgetown High School
Professional Development
Sara has experience with portfolio management, having served as a Portfolio Manager for Texas State Student Managed Investment Fund while in college.
What People Say
"Sara's financial expertise and strategic insight were instrumental in helping our company navigate a challenging market transition. Her analysis and recommendations led directly to a 30% increase in our operational efficiency."
Michael Chen
CEO, TechGrowth Solutions