Certifications
Series 63
Series 79
Sector Experience
Financial Services
Business Services
Energy
Technology
Industrials
5
years
Years of Experience
10/20
Member Since
Big 4 Accounting
Top Consulting Firms
Experience
Billow Butler & Company
Finance
M&A Banker
Sell-side investment banker advising clients on the mergers and acquisitions. Worked closely with business owners, c-suite, and managerial teams. Pitched our services to potential clients. After winning mandates, we worked through the full cycle of a deal (industry and market analysis, competitor analysis, valuation, preparation of marketing materials, buyer outreach, diligence, negotiation of deal terms, closing).
Lincoln International LLC
Finance
M&A Banker
Sell-side investment banker advising clients on the mergers and acquisitions. Pitched our services to potential clients. After winning mandates, we worked through the full cycle of a deal (industry and market analysis, competitor analysis, valuation, preparation of marketing materials, buyer outreach, diligence, negotiation of deal terms, closing).
Ernst & Young (EY)
Management Consulting
Consultant
Financial services consultant partnering with large financial institutions to assess business practices and procedures and to consult on and implement performance improvement changes.