Danielle Rocovitz
San Diego
Summary
Dynamic Investor Relations Manager with a proven record of generating over $15 million in revenue, managing multimillion-dollar portfolios, and strengthening investor engagement. Skilled at cultivating trust with institutional investors, delivering high-quality reporting, and supporting C-suite decision-making. Entrepreneurial leader and military spouse, recognized for resilience, adaptability, and excellence in relationship management. Dedicated to advancing sustainable finance and building long-term investor partnerships that drive organizational growth.
Overview
12
12
years of professional experience
Work History
Investor Relations Manager
HDM Renewable Finance
07.2025 - Current
- Generated over $15 million in new investor revenue, directly contributing to the company’s growth and capital strength.
- Direct investor communications, ensuring transparency, accuracy, and timeliness of reporting.
- Partner with executives on capital deployment strategies to maximize financial performance.
- Lead relationship management initiatives that reinforce investor confidence in renewable finance.
Senior Investor Relations Coordinator
HDM Renewable Finance
11.2024 - 07.2025
- Managed revenue operations, overseeing weekly reporting for high-value investor portfolios.
- Strengthened investor relationships by aligning communications with company objectives.
- Supported C-suite in refining investor relations strategy and financial positioning.
Investor Relations Coordinator
HDM Renewable Finance
05.2024 - 11.2024
- Facilitated investor communications and prepared detailed financial updates.
- Coordinated across departments to ensure seamless delivery of investor-focused projects.
Founder & Owner
Rocovitz & Co. Executive Boutique LLC
01.2024 - Current
- Built and manage a boutique executive services firm providing virtual support for entrepreneurs and small businesses.
- Deliver tailored administrative, financial, and investor relations solutions, driving client efficiency and growth.
- Develop operational strategies that position clients for long-term scalability and success.
Executive Assistant
Cielo Talent
10.2021 - 05.2024
- Supported senior leadership with strategic scheduling, reporting, and executive communications.
- Streamlined workflows, enhanced cross-team communication, and safeguarded sensitive information.
- Improved operational efficiency through proactive project coordination and process enhancements.
Property Manager
Perrel Management Co.
07.2014 - 02.2017
- Directed operations for multiple residential properties, managing tenant relations and compliance.
- Negotiated vendor contracts, oversaw budgets, and implemented cost-saving initiatives.
- Maintained high occupancy rates by strengthening client and tenant engagement strategies.
Leasing Consultant
Perrel Management Co.
02.2014 - 07.2014
- Guided prospective tenants through leasing process while ensuring compliance with housing policies.
- Exceeded leasing goals by focusing on client service and property value communication.
Education
Bachelor of Business Administration (BBA) - Business Administration & Management
American Military University
Associate’s Degree - Business Administration & Management
Tidewater Community College
11.2026
Skills
- Investor Relations & Reporting
- Institutional Investments & Capital Deployment
- C-Suite Collaboration & Strategic Alignment
- Executive Leadership Support
- Business Development & Entrepreneurship
- Relationship & Stakeholder Management
- Revenue Oversight & Financial Operations
- Data interpretation
- Industry analysis
Languages
Spanish
Limited Working
English
Native or Bilingual
Timeline
Investor Relations Manager
HDM Renewable Finance
07.2025 - Current
Senior Investor Relations Coordinator
HDM Renewable Finance
11.2024 - 07.2025
Investor Relations Coordinator
HDM Renewable Finance
05.2024 - 11.2024
Founder & Owner
Rocovitz & Co. Executive Boutique LLC
01.2024 - Current
Executive Assistant
Cielo Talent
10.2021 - 05.2024
Property Manager
Perrel Management Co.
07.2014 - 02.2017
Leasing Consultant
Perrel Management Co.
02.2014 - 07.2014
Associate’s Degree - Business Administration & Management
Tidewater Community College
Bachelor of Business Administration (BBA) - Business Administration & Management
American Military University
Awards
Military Spouse Award – Honored for resilience, adaptability, and leadership in balancing family, career, and service life.
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