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Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Director
      • Jun 2023 - Present

      Founded in 1976, Nolan & Associates is a leading boutique investment bank known for its expertise in providing merger and acquisition (M&A) advisory solutions. With decades of experience in the financial industry, the firm has built a strong reputation for assisting clients in navigating complex M&A transactions. Nolan & Associates specializes in offering personalized and tailored advisory services to companies seeking to buy, sell, or merge with other businesses. Founded in 1976, Nolan & Associates is a leading boutique investment bank known for its expertise in providing merger and acquisition (M&A) advisory solutions. With decades of experience in the financial industry, the firm has built a strong reputation for assisting clients in navigating complex M&A transactions. Nolan & Associates specializes in offering personalized and tailored advisory services to companies seeking to buy, sell, or merge with other businesses.

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Vice President-Deal Origination
      • Mar 2021 - Jun 2023

      BowPoint is a buyside mergers and acquisitions intermediary specializing in providing acquisition search, deal origination, and corporate development support services to private equity groups, family offices, billionaires, and retired Fortune 500 executives. BowPoint is a buyside mergers and acquisitions intermediary specializing in providing acquisition search, deal origination, and corporate development support services to private equity groups, family offices, billionaires, and retired Fortune 500 executives.

    • United States
    • Banking
    • 1 - 100 Employee
    • Business Banking Relationship Manager
      • Mar 2019 - Mar 2021

      Business Banking Professional serving the Banking needs of Privately Held Businesses. Business Banking Professional serving the Banking needs of Privately Held Businesses.

    • United States
    • Banking
    • 700 & Above Employee
    • AVP, Business Development
      • Mar 2016 - Mar 2019

      Business Development Officer in charge of identifying and evaluating opportunities to provide specialized banking services to distinguished Privately-Held Businesses with Annual Revenues of $12 MM Plus.

    • Business Banking Specialist
      • Apr 2013 - Mar 2016

      Business Banking Professional focused on providing superior banking solutions to Privately -Held Businesses with annual revenues of $2MM-$12MM.

Education

  • Harvard Business School
    Financial Accounting, Accounting and Finance
    2020 - 2020
  • Southern Methodist University
    1996 - 2000
  • Whitfield School
    1992 - 1996

Community

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