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Years of Experience
Date Last Verified
ProfileHead of Private Business Advisory The candidate will work in conjunction with the Family Wealth Strategist and Marketing teams to develop a holistic platform focused on acquiring and retaining the private business owners as Wealth Management clients throughout the life cycle. Provides expertise and guidance in the review and analysis of client business interests, including financial analysis and valuation, mergers and acquisition, pre-transaction planning and corporate governance. PBA is dedicated to generating opportunities that result from an advisory relationship with private business owners.
Qualification and Experience
The candidate should have knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD degree. Specialized product knowledge typically gained through 15+ years of experience in the M&A group through legal and tax, preferably with financial service experience. Ability to communicate effectively with HNW clients, strong presentation and relationship management skills. Excellent collaboration skills in building strong partnerships with external and internal COIs/Colleagues.