Roumiana Zlateva
Director/Board Member at CHARLES TAYLOR PLC
Profile
Roumi joined the New York office of LMP as a Vice President in August 2017, and was named Principal in 2022.
Prior joining Lovell Minnick, Roumi served as Director in the Financial Institutions Group at UBS Securities, providing strategic advice and transaction support to clients in the financial services sector.
Previously, she was an Associate at Oak Hill Capital Partners and an Analyst in the Financial Institutions Group of Morgan Stanley.
Roumi is a member of the Boards of Directors of Billhighway, Charles Taylor, Engage People, Inc. and London & Capital.
Roumi earned her Bachelor of Arts with High Honors in Mathematical Economics from Colgate University.
Roumiana Zlateva active positions
| Companies | Position | Start |
|---|---|---|
| CHARLES TAYLOR PLC | Director/Board Member | 2022-02-28 |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Private Equity Investor | 2017-07-31 |
Engage People, Inc.
 Engage People, Inc. Information Technology ServicesTechnology Services Engage People, Inc. develops software solutions for sales performance and customer loyalty. It offers Podium, a Software as a Service (SaaS) platform that manages end to end loyalty rewards, employee recognition, sales, and sales channel incentive programs on a global basis. The company is headquartered in Concord, Canada. | Director/Board Member | 2022-05-31 |
Automated Payment Highway, Inc.
 Automated Payment Highway, Inc. Information Technology ServicesTechnology Services Automated Payment Highway, Inc. provides cloud based financial solutions for non-profit organizations. It specializes in facilitating, tracking, and reporting unique payment situations for organizations with chapters, including seamlessly splitting individual payments between chapters and parent organizations. The company was founded by Vince Thomas in July 1999 is headquartered in Troy, MI. | Director/Board Member | 2022-10-31 |
Fadata Services Ltd.
 Fadata Services Ltd. Packaged SoftwareTechnology Services Fadata Services Ltd. provides end-to-end policy administration system software solutions for the global insurance industry. The firm’s flagship product, INSIS, is a modular software solution that provides full coverage of all aspects of insurance business area both horizontally and vertically. The company was founded by Anri Levi in 1990 and is headquartered in Sofia, Bulgaria. | Director/Board Member | 2021-07-31 |
Former positions of Roumiana Zlateva
| Companies | Position | End |
|---|---|---|
Oak Hill Capital Management LLC
 Oak Hill Capital Management LLC Investment ManagersFinance Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York. | Private Equity Analyst | 2015-01-30 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 2012-07-30 |
Training of Roumiana Zlateva
| Colgate University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Oak Hill Capital Management LLC
Oak Hill Capital Management LLC Investment ManagersFinance Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Charles Taylor Ltd.
 Charles Taylor Ltd. Insurance Brokers/ServicesFinance Charles Taylor Ltd. engages in the provision of professional services and technology solutions to the insurance market. It operates through the following segments: Charles Taylor Claims Services, Charles Taylor Insurance Management, and Charles Taylor InsureTech. The company was founded in 1840 and is headquartered in London, the United Kingdom. | Finance |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
Fadata Services Ltd.
Fadata Services Ltd. Packaged SoftwareTechnology Services Fadata Services Ltd. provides end-to-end policy administration system software solutions for the global insurance industry. The firm’s flagship product, INSIS, is a modular software solution that provides full coverage of all aspects of insurance business area both horizontally and vertically. The company was founded by Anri Levi in 1990 and is headquartered in Sofia, Bulgaria. | Technology Services |
Automated Payment Highway, Inc.
Automated Payment Highway, Inc. Information Technology ServicesTechnology Services Automated Payment Highway, Inc. provides cloud based financial solutions for non-profit organizations. It specializes in facilitating, tracking, and reporting unique payment situations for organizations with chapters, including seamlessly splitting individual payments between chapters and parent organizations. The company was founded by Vince Thomas in July 1999 is headquartered in Troy, MI. | Technology Services |
Engage People, Inc.
Engage People, Inc. Information Technology ServicesTechnology Services Engage People, Inc. develops software solutions for sales performance and customer loyalty. It offers Podium, a Software as a Service (SaaS) platform that manages end to end loyalty rewards, employee recognition, sales, and sales channel incentive programs on a global basis. The company is headquartered in Concord, Canada. | Technology Services |
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