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Investment Banking 1st Year Associate
Investment Banking 1st Year Associate
New mentor!
Member since 2024
  • San Francisco
  • Philadelphia
About the mentor

Associate at a lower middle market investment bank advising software companies on sell-side transactions. ~9 years of experience, with 6 years in public accounting at a Big 4 (3.5 years in audit and 2.5 in transaction advisory) and ~3 in investment banking. In addition to being a banker, I am a licensed CPA, a small business owner, a startup investor and CFO, and mentor current college students.

Expertise
  • Investment Banking
  • Accounting
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