CAPITAL MARKETS - DIRECTOR OF FINANCE & STRATEGY
Address: 12119 Stratford Drive, Suite B, Clive, IA, 50325
Heather Welch Puri assists the Capital Markets team as the Director of Finance & Strategy. She utilizes her extensive experience and financial knowledge to identify compelling investment opportunities and create models to execute diverse innovative transactions. Heather provides support in the execution of all Capital Markets’ transactions, corporate finance assignments, loan applications, and investment initiatives. She also assists leadership with budgeting and long-term financial planning for Capital Markets entities.
Previously, Heather worked as the managing director and co-founder of River Glen Private Capital, managing six different pooled investment LLCs which provided funding to eight early-stage ag tech, med tech and fin tech companies in Iowa and Minnesota. She also worked as an associate and valuation specialist for Alliant Partners/Silicon Valley Bancshares, a technology mergers and acquisitions firm.
Heather received her M.B.A. with honors and distinction from Kellogg Graduate School of Business at Northwestern University, with majors in finance and strategic management, and her bachelor’s degree in quantitative economics with distinction from Stanford University.