Talk to sales Try for Free
Matthew Moran

Matthew Moran

Global Treasury Solutions Analyst

Followers of Matthew Moran1000 followers
location of Matthew MoranHouston, Texas, United States

Connect with Matthew Moran to Send Message

Connect

Connect with Matthew Moran to Send Message

Connect

  • Timeline

  • About me

    VP of Finance and Strategy, Southern Devall

  • Education

    • Indiana University Bloomington

      2009 - 2013
      Bachelors Accounting and Finance

      Activities and Societies: Investment Banking Network, Sigma Nu Fraternity, Interfraternity Council • Investment Banking Seminar, Indiana University• Associated Colleges in China, Beijing, China• President, Sigma Nu Fraternity, Indiana University• VP of Member Development, Interfraternity Council, Indiana University

  • Experience

    • Bank of America

      Jun 2012 - Aug 2012
      Global Treasury Solutions Analyst

    • Lincoln International

      Jul 2013 - Jun 2016
      Investment Banking Analyst

      Licenses:• Series 63: Uniform Securities Agent State Law Examination• Series 79: Limited Representative - Investment Banking ExaminationResponsibilities:• Prepare marketing materials for sell-side and buy-side advisory assignments• Perform financial analyses• Identify potential acquirers• Conduct industry and company-specific research• Facilitate the due diligence process• Interact with clients on a regular basis• Support the marketing activities of Lincoln's Consumer GroupOther relevant experience:• Selected for a six-month rotation in Lincoln's London office from January 2015 to June 2015 Show less

    • CC Industries, Inc.

      Aug 2016 - Feb 2022
      Investment Professional / Corporate Development

    • Southern Devall

      Feb 2022 - now
      VP of Finance and Strategy

  • Licenses & Certifications

    • Series 63: Uniform Securities Agent State Law Examination

    • Series 79: Limited Representative - Investment Banking Examination