Resumes
Resumes
Managing Director
View pageLocation:
11325 north Community House Rd, Charlotte, NC 28277
Industry:
Investment Banking
Work:
Philpott Ball & Werner - Charlotte, North Carolina Area since Dec 2011
Director
Philpott Ball & Werner Dec 2010 - Dec 2011
Vice President
Philpott Ball & Werner Jan 2009 - Dec 2010
Associate
Philpott Ball & Werner Jan 2007 - Dec 2008
Analyst
E*TRADE Financial Aug 2005 - Dec 2006
Financial Analyst
Director
Philpott Ball & Werner Dec 2010 - Dec 2011
Vice President
Philpott Ball & Werner Jan 2009 - Dec 2010
Associate
Philpott Ball & Werner Jan 2007 - Dec 2008
Analyst
E*TRADE Financial Aug 2005 - Dec 2006
Financial Analyst
Education:
University of North Carolina at Charlotte - Belk College of Business 2002 - 2005
Skills:
Business Valuation
Mergers and Acquisitions
Financial Modeling
Financial Analysis
Corporate Finance
Deal Sourcing
Private Equity
Enterprise Valuation
Valuation
Strategic Planning
Market Research
Capital Structure
Corporate Development
Investment Banking
Due Diligence
Business Strategy
Business Writing
Aerospace
Maintenance and Repair
Defense Sector
Client Development
Financial Accounting
Customer Acquisition
Distribution
Mergers and Acquisitions
Financial Modeling
Financial Analysis
Corporate Finance
Deal Sourcing
Private Equity
Enterprise Valuation
Valuation
Strategic Planning
Market Research
Capital Structure
Corporate Development
Investment Banking
Due Diligence
Business Strategy
Business Writing
Aerospace
Maintenance and Repair
Defense Sector
Client Development
Financial Accounting
Customer Acquisition
Distribution
Certifications:
Series 79 and 63 Licenses