Connor Ambrose Email & Phone Number

Dallas, Tx, Us

ACM is an independent financial services firm dedicated to working with a select group of families striving to solve the complex issues faced on the road to ones' financial goals.Our disciplined process matches a rigorous evaluation of a client's goals and current situation, with fully-customizable strategies to help meet desired financial objectives. By seamlessly integrating investment management and advice on estate planning services, we are able to better serve clients' financial legacies.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

New York, Ny, Us

Earned recognition as part of PMD excellence representing the top quintile participants in the Merrill Lynch PMD program.

Victory Partners’ investment banking practice is a leader in Texas, focused on middle market transactions between $10 and $250 million. Victory typically represents unique, niche-oriented companies that enjoy market leadership positions across a wide spectrum of industries. The firm specializes in mergers and acquisitions, corporate finance, and financial advisory services. Over the past nine years, Victory has consummated in excess of $750 million in transactions, including acquisitions, divestitures, and private placements, a prodigious amount when considering the marketplace we serve. The firm has garnered a reputation for tackling very difficult transactions with much success. This is made possible by the basic tenets the firm follows: celebrate the entrepreneur; remain highly hands-on throughout the process; check our egos at the door, take a team approach to all we do, and only work with people we like.

New York, Ny, Us

• Underwrote Oil & Gas related property exposures ranging from Oil Refineries and Petrochemical plants to onshore drilling rigs and offshore platforms.

• Forecasted future monetary requirements in conjunction with the growth strategy of a portfolio company in order to obtain accurate benchmarks.• Wrote post investment memos outlining loan covenants and investment strategy to accurately summarize deal transactions and possible takeaways• Basic due diligence on target companies and industries• Investigated and focused strategic initiatives for potential new customers and future growth goals of portfolio companies

New York, New York, Us

• Analyzed and consulted on property exposures for power generation, oil & gas and chemical companies with an average insurance placement of over $100 million in value. • Researched and consulted on corporate insurance strategies to mitigate Property exposures; negotiating with the insurance marketplace to secure the most beneficial terms.• Coordinated the placement of a master controlled multi-national property program spanning 9 countries during my client’s purchase of a similarly sized 3+ billion dollar company.

Mba, Finance, Strategy & Entrepreneurship

Ba, History

History

High School Diploma

Education record