Bulge Bracket Investment Banks
Top Consulting Firms
Experience
Think Global Services LLC
Start-Up
Owner / Independent Consultant
3/2016 - Present
Independent advisory services to financial services, consulting and fortune 500 companies.
UBS
Finance
Associate Director
6/2013 - 2/2016
Coverage and execution responsibility for clients operating in the industrial and business services sector.
Oversight over 4 analysts and responsible for managing the execution process for client presentations, deliverables associated with active mandates and preparation of thematic industry research.
Oversight over 4 analysts and responsible for managing the execution process for client presentations, deliverables associated with active mandates and preparation of thematic industry research.
Duff & Phelps
Finance
Associate
7/2012 - 6/2013
Responsible for full execution of M&A pitchbooks and board books in support of fairness and solvency opinions
Extensive modeling and valuation experience: DCF, public comparables, precedent transactions, LBO
Extensive modeling and valuation experience: DCF, public comparables, precedent transactions, LBO
Accenture
Management Consulting
Consultant
4/2005 - 7/2010
Management Consulting division with a focus on Merger Integration Strategy.
Project management - assessment, execution, risk management, solicitation of key stakeholder inputs, client relationship management.
Worked on integration projects associated with the mergers of LaSalle Bank and Bank of America, and Wells Fargo and Wachovia.
Project management - assessment, execution, risk management, solicitation of key stakeholder inputs, client relationship management.
Worked on integration projects associated with the mergers of LaSalle Bank and Bank of America, and Wells Fargo and Wachovia.