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San Francisco, Calif., November 08, 2021 (GLOBE NEWSWIRE) – At US Capital Global, we pride ourselves on having highly experienced professionals leading our team. We took the opportunity to interview Lisa Terk, Senior Vice President. Ms. Terk is a seasoned investment banker with 25 years of experience in capital markets finance and investment banking activities in FinTech, Clean Tech, Pharmaceuticals, Biotechnology, retail, hospitality, energy and natural resources, among others.

Q: What qualities do you think have contributed the most to your professional success?
A: Persistence, tenacity, an outgoing personality and a good knowledge of a lot of things in the capital markets. Clients often have very specific needs, and the flexibility to support or serve most clients is extremely helpful. To do this, it really helps to be a subject matter expert in a wide range of sectors and financial instruments.

Personally, I have found my Wall Street family background to be a great educational asset as well. I’ve learned to run public companies since I was a young girl and have spent many years in San Francisco working for bulge support companies. I have had the opportunity to meet and work with many international clients and companies in the best brokerages and with very experienced business partners.

Q: What advice do you usually give to the young talents you mentor?
A: Learn one task exceptionally well, then move on to the next. Always be confident and proactive. Take on all tasks with a focused level of personalization and attention to detail, even in areas that may seem minor, such as planning a call. The white glove service is essential, especially in private equity, to stand out. No task is too big or too small.

Q: As a seasoned professional with 25 years of experience in financial services, what are the main challenges you have encountered during your career, if any?
A: The cyclical market is changing. Adapting to these cycles in financial services means anticipating the future and being attentive to market movements and investor appetites which are closely linked to these waves. For example, a new Wealth Management client had all of his money tied up in technology mutual funds, which were heavily overweighted, in 2003. We worked together to diversify his portfolio into blue chip stocks and aggressive commodity baskets. , so that they can catch market movements or recoveries with a well-balanced portfolio. Never throw your eggs in the same basket. I also apply this method to building up my investment banking clientele!

Q: What inspires you the most about this time in your life?
A: I am passionate about building businesses and helping them take them to the “next level” of success. That’s what motivates me in investment banking, and I like challenges. I’m looking for visionaries: executives who are disruptive innovators. I want to finance companies that will make a big difference in their sector specialization or create job growth. Cybersecurity, FoodTech and CleanTech are currently strong sectors, representing the new global wave of the future. I am looking for more complex transactions that stand out, that appeal to informed investors, that we would be proud to promote as a company and that have a positive impact on the environment.

Q: How do you define a good leader?
A: Great leaders support everyone around them and are helpful at all levels. They make things easier and more streamlined, ensuring that everyone has the tools they need to carry out their responsibilities well. Great leaders participate and should be able to wear a lot of hats and have both individual goals and bigger goals for their business or “big picture”. Showing courage in the face of adversity and seeking equitable solutions are important leadership skills at all levels; right now I’m also focusing on building partnerships for the firm.

Good leaders stay focused and set the bar high, even in the midst of challenges, to take a balanced approach to achieving their goals. After all, in investment banking, we are not paper sellers; we solve problems and help achieve a common goal with each client to build their business and present the opportunity.

Q: What is your definition of success?
A: Success means finding purpose and accomplishment in what you do and where you go. It means seeing a clear path ahead and adding some of your own creativity along the way. There is always room to put your individual imprint on what you do and make it your own.

Q: What advice would you give to any aspiring female business and industry leader reading this?
A: Don’t let anyone tell you that you can’t do something. Set yourself high goals and go for it. This applies to everyone, but women in financial services face greater challenges. Personally, I often ignore or correct false assumptions and stereotypes in the industry through humor. Ultimately, we thrive on surrounding ourselves with people who inspire us and bring out the best in us.

Q: Where do you plan to take your career in the next 5-10 years?
A: I look forward to completing many more transactions and becoming a partner at US Capital Global. I would be very interested in managing one of our international hubs, perhaps in Canada or France. San Francisco has been my home for a long time, but I think I could do even more by taking our brand abroad, later, and putting my language skills to good use. I would like to work in a bigger city and grow with the company. It’s great to be known as “The Terkinator” here in San Francisco or “The Closer” among my colleagues and clients; it makes me smile to know that they feel they can count on me.

To learn more about US Capital Global, email Lisa Terk, Senior Vice President, at [email protected] or call +1 415-889-1026.


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