Alexis Becker, MBA

Vice President at Carleton McKenna & Co
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency

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Credentials

  • SIE - Securities Industry Essentials
    FINRA
  • Series 79 - Investment Banking Representative
    FINRA

Experience

  • Carleton McKenna & Co
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Vice President
      • Feb 2023 - Present

    • Assistant Vice President
      • Dec 2020 - Feb 2023

      Carleton McKenna & Co. is an independent investment banking firm providing M&A, Capital Raising and Pre-Transition advisory services. Our experienced professionals are client-focused, entrepreneurial and hands-on, which enables us to maximize outcomes.Our clients include middle market closely-held businesses, multi-generational family businesses, portfolio companies of financial sponsor firms and divisions or subsidiaries of public companies. We focus on five industry verticals: Specialty Manufacturing & Chemicals, Business-to-Business Services Consumer, Technology & SaaS, and Healthcare. Securities are placed though our broker dealer Carleton McKenna Advisors (FINRA/SEC registered). Show less

    • Associate
      • Aug 2019 - Dec 2020

    • Analyst
      • May 2018 - Aug 2019

    • Investment Banking Intern
      • May 2017 - May 2018

  • Baldwin Wallace University
    • United States
    • Higher Education
    • 700 & Above Employee
    • MBA Student
      • May 2017 - May 2018

  • WhiteSpace
    • Advertising Services
    • 1 - 100 Employee
    • Account Coordinator
      • Jan 2016 - May 2017

  • InfoCision Management Corporation
    • United States
    • Advertising Services
    • 700 & Above Employee
    • Account Representative Intern
      • May 2015 - Aug 2015

  • PennWest Edinboro
    • United States
    • Higher Education
    • 400 - 500 Employee
    • Scholar In Residence
      • Aug 2013 - May 2014

  • Old Trail School
    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Marketing Inern
      • May 2013 - Aug 2013

Education

  • Edinboro University of Pennsylvania
    Bachelor of Science (B.S.), Business Administration- Marketing, Spanish minor
    2012 - 2015
  • Baldwin Wallace University
    Master of Business Administration - MBA, 4.0
    2017 - 2018

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