Dan Lombardo

Investment Banking Associate at Threadstone Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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Sean Seifert

Daniel is one of the most professional and hard-working interns we have had at Secure Energy. During his training, Dan learned new skills much faster than most. When given the responsibilities of our full-time sales representatives, Dan took the job head-on and managed to generate new business and become an asset to our firm within a very short time frame. Dan is a total team player, and an overall pleasure to have around the office – his future employers will be lucky to have him.

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Credentials

  • SIE
    FINRA
  • Series 63
    FINRA
  • Series 79
    FINRA

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Associate
      • Feb 2021 - Present

      Consumer & Retail M&A / Advisory Consumer & Retail M&A / Advisory

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Analyst
      • Jul 2019 - Feb 2021

      M&A M&A

    • United States
    • Investment Banking
    • 100 - 200 Employee
    • Investment Banking Summer Analyst
      • Jun 2018 - Aug 2018

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Summer Analyst
      • Jun 2017 - Aug 2017

    • United States
    • Oil and Gas
    • 1 - 100 Employee
    • Energy Broker Intern
      • Jun 2016 - Jan 2017

Education

  • Wesleyan University
    Bachelor of Arts (B.A.), Economics
    2015 - 2019

Community

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