Open to opportunities

OMAR CAS

@omarcas

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Senior investor relations and business development leader in commercial finance.

United States

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What I'm looking for

I seek a role where I can drive capital raising and business development, engage institutional and high-net-worth investors, work cross-functionally with leadership, and scale revenue in a compliant, growth-oriented environment.

I am a senior investor relations and business development professional with deep experience in capital raising, cold outreach, and managing high-value client relationships across commercial real estate, renewables, commodities and finance.

I have a proven track record of prospecting at scale—making hundreds of outreach calls weekly—and converting qualified investors and partners, including securing $2M in working capital, closing $208,000 in recent paper, and contributing to multimillion-dollar deals and property acquisitions.

I bring strong financial acumen and regulatory awareness, with hands-on experience preparing proformas, financial packages, due diligence materials, and coordinating onboarding and compliance processes in securities and lending contexts.

I am bilingual (English/Spanish), skilled in CRM systems and Microsoft Office, and comfortable engaging C-suite stakeholders, government contacts, and institutional buyers to execute strategic business development and investor relations objectives.

Experience

Work history, roles, and key accomplishments

Current

Associate Vice President

Current

PGC

Sep 2024 - Present (1 year 2 months)

Primary investor relations contact leading cold outreach to high-net-worth individuals, generating over 160 qualified leads and closing $208,000 while aligning investor communications with corporate strategy and ensuring regulatory compliance.

Investor Relations Cold Calling Financial Modeling Lead Generation Compliance

Business Developer, Manager

SE&C

Aug 2020 - Apr 2024 (3 years 8 months)

Built institutional buyer relationships and delivered market analysis across Americas for commodities (diesel, bitumen, iron ore, gas), facilitating introductions and opportunities in multiple countries worth tens of millions.

Business Development Market Research Due Diligence Strategic Planning Risk Management Stakeholder Engagement

Corporate Finance

Renewable Energy Company

Feb 2019 - Aug 2020 (1 year 6 months)

Prospected accredited investors via high-volume outreach, qualified hundreds monthly, acquired 34 accredited investors and secured approximately $2.0M in working capital for renewable energy investments.

Cold Calling Sales Capital Raising

Account/Sales Manager

MedPoint, Inc.

May 2017 - Jan 2019 (1 year 8 months)

Promoted to manager within six months; managed national territory onboarding hospitals, clinics and VA providers, restored profitability for 20+ dormant accounts and generated over $750,000 in recurring sales.

Account Management Healthcare Sales Proposal Writing Supply Chain Coordination Onboarding Competitive Analysis

Consultant

New England Realty

Apr 2015 - May 2017 (2 years 1 month)

Generated 20+ qualified foreclosure leads weekly, qualified opportunities, managed CRM records and contributed to property acquisitions exceeding $8M during tenure.

Lead Generation Foreclosure CRM Management Appointment Setting Due Diligence

Independent Funding Manager

Merchant Cash Advance

Jan 2012 - Dec 2015 (3 years 11 months)

Operated an independent call center, funded $3.2M personally ($5.2M team) across 108 businesses, trained five agents and managed underwriting coordination and funding processes.

Underwriting Sales & Management CRM

Account Manager

Verizon Business

Feb 2008 - Aug 2010 (2 years 6 months)

Managed and closed enterprise accounts, maintained AR health for Fortune 500 clients, and coordinated invoice processing and client accounting relationships to ensure timely payments.

Account Management Enterprise Sales CRM Invoicing

Customer Service & Technical Support

Verizon Business

Jul 2006 - Nov 2008 (2 years 4 months)

Provided technical support and portal administration for multiple Verizon Business portals, handled password resets, T1/trunk troubleshooting and post-merger account consolidations.

Technical Support client support Ticketing Systems

Sales & Marketing Representative

DS-Max

Feb 2004 - Apr 2006 (2 years 2 months)

Managed direct sales and team leadership for Fortune 500-endorsed marketing programs, pitching products/services to prospective businesses and building a sales team.