Nathan Bullock

Experience

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  Neuberger Berman

  Apr 2007 - Sept 2007

  Summer Assistant - Wealth Management

  (Undergraduate Role)Provided basic support functions for a team of six wealth advisors managing several billion in assets

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  Chicago Investment Group

  Nov 2007 - Aug 2008

  Jr. Associate - Investment Banking

  (Undergraduate Role)Focused on developing advisory relationships with investors capable of participating in 506(d) private placements; Primarily to support efforts underlying three capital raises

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  Northern Trust

  Jun 2009 - Jan 2010

  Analyst - Securities Pricing

  (Contract Role)Responsible for researching and resolving pricing discrepancies across a broad array of security classes (equities, public and corporate debt, and securitized products)

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  Seidman & Company

  Jun 2010 - Mar 2012

  Analyst - Investment Banking - Valuation & Appraisal

  Materially supported fair market valuation analyses of (private and public) small-capitalization companies and intellectual property (IP) for legal, tax, and transactional purposes

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  Pharus Advisors, LLC

  Mar 2012 - Feb 2016

  Associate - Investment Banking - M&A

  Performed a key role in supporting M&A processes, primarily sell-side engagements involving private equity owned and entrepreneur backed technology companies

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  Temporary Globehopper

  Feb 2016 - Mar 2017

  Traveler

  Pursued a short-term dream of global travel (22 countries across South America, Europe, Africa, and Asia)

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  Togetherwork

  Mar 2017 - now

  • Director of Financial Planning and Analysis (FP&A)

    Sept 2019 - now

  • Sr. Corporate Development Associate

    Mar 2017 - Sept 2019