Vy Theologidy Joins as Stonehaven’s Mandate Due Diligence & Operations Manager

press-releases

2022-07-12

We are proud to announce that Vy Theologidy has joined the Stonehaven team as our Mandate Due Diligence & Operations Manager

Vy Theologidy is the Mandate Due Diligence and Operations Manager at Stonehaven. In this role, Ms. Theologidy assists with the onboarding, due diligence, and marketing material compliance review of all firm clients across investment banking, placement agency, and secondary trading. She also works closely with the Head of Due Diligence & Mandate Management on various strategic initiatives, including process and technology design.

Prior to Stonehaven, Ms. Theologidy worked in the retail futures industry as the New Accounts Manager at NinjaTrader. She led the team through multiple mergers while optimizing the onboarding experience for both employees and customers.

Ms. Theologidy graduated from The University of Illinois at Chicago with a Bachelor’s degree in Mathematics. She also has completed her higher studies in Mathematics at Benedictine University (Chicago). Ms. Theologidy currently holds the Series 3 and 34 registrations with FINRA.

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About Stonehaven, LLC

Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Our next generation operating system supports the entire lifecycle of deals: sourcing, contracting, due diligence, identifying target investors/buyers, managing execution (robust CRM architecture), collaborating with other dealmakers, reporting and closing transactions. Our Affiliate Partners are active across all sectors of private capital markets: raising capital, executing M&A transactions and conducting secondaries.

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LATEST NEWS
  • Apr 11, 2024

    Brandon Crombeen of Greybrook Securities, Joins Stonehaven’s Affiliate Platform.

    read more
  • Apr 08, 2024

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    read more
  • Apr 08, 2024

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