Please complete the CAPTCHA to continue
@cnr.com
✓
1 phone found area 212
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Lott, Cfa is listed as Mergers & Acquisitions | Corporate Strategy & Operations based in San Francisco, California, United States. AeroLeads shows a work email signal at cnr.com, phone signal with area code 212, and a matched LinkedIn profile for David Lott, Cfa.
David Lott, Cfa previously worked as Director at Ey-Parthenon and Consultant at Ey-Parthenon. David Lott, Cfa holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.
This section adds company-level context without repeating David Lott, Cfa's masked contact details.
AeroLeads found 1 current-domain work email signal for David Lott, Cfa. Compare company email patterns before reaching out.
I am a management consultant currently residing in San Francisco, California. My work primarily involves transaction strategy and advisory, with a specific focus on buy-side and sell-side M&A, standalone cost analysis, earnings forecasting, operating model design, and synergy realization. As a high-quality leader, I have years of team leadership experience in both professional and non-professional settings. Prior to attending business school, I spent eight years in financial services, where I worked as an Associate Portfolio Manager for high net worth and ultra-high net worth clients. I recently graduated from the Ross School of Business at the University of Michigan and hold a CFA charter.Core Competencies: Financial Analysis | Budgeting and Forecasting | Financial Reporting | Risk Management | Post-Acquisition Integration | Strategic Planning | Team Building & Leadership | Project & Program Oversight | Process Optimization | Mergers & Acquisitions (M&A) | Financial Systems & Technology | Strategic Financial Planning | Ethical Conduct | Financial Management | Team Training & Development | Due Diligence & Business Valuations | Executive Communications | Cost Reduction & Containment | Financial Projections & Forecasting | Operational StreamliningContact E-mail: davidmatthewlott@gmail.com
Listed skills include Financial Modeling, Equities, Valuation, Bloomberg, and 13 others.
A career timeline built from the work history available for this profile.
Boston, MA, US
Lead engagement teams to provide tailored solutions and support to multinational, Fortune 500 companies seeking to accomplish strategic goals via transactions. Recent experiences include analyses of standalone enterprise & transactional costs for a divestment, and in-depth research of organization strategy trends and insights at the competitor and sector.
Ann Arbor, MI, US
Vice President, MBA Council - Responsible for managing 75+ student-run organizations for Ross School of Business. Created strategy to increase student engagement via student-run organizations and collaborated with club presidents to implement strategyVice President of Finance, Michigan Business Students Association - Responsible for managing P&L for.
San Francisco, California, US
One of six students selected to work with an innovative construction tech startup based in Israel for our Ross Multidisciplinary Action Project (MAP). Our task is to develop a U.S. market entry strategy for Civdrone, a UAV-mounted drone used for autonomous land surveying at construction sites. For more information visit: https://www.civdrone.com/
New York, NY, US
Directed and managed a team of three in overseeing 700 client investment accounts with a total value of $1.7 billion in assets under management.
New York, NY, US
Core member of an experienced four person team responsible for managing $1.6B in private client assets under management and 600 client relationships -- a 41% growth in assets and a 70% growth in new client relationships in 2015.As one of two team members supporting two portfolio managers, daily responsibilities are primarily: - Implementing new client.
New York, NY, US
Performed customized portfolio analyses and developed client memoranda of our investment products as part of a 5 person sales team
New York, NY, US
Analyst on Equity and Fixed Income Prime Brokerage Middle Office desks. Provide support for Prime Brokerage clients by overseeing trade completion, providing timely and accurate reporting, and monitoring risk exposure for the client and the firm.
US
Summer Analyst for Equity Financing desk in Prime Services division. Generated revenue for Lehman Brothers operations by borrowing and lending equity positions of Prime Brokerage clients with 3rd party Institutions.
Palo Alto, CA, US
Assisted in the processing of case documents and oversaw the completion of case files
Quick answers generated from the profile data available on this page.
David Lott, Cfa is listed as Mergers & Acquisitions | Corporate Strategy & Operations.
AeroLeads has found 1 work email signal at @cnr.com for David Lott, Cfa.
AeroLeads has found 1 phone signal(s) with area code 212 for David Lott, Cfa.
David Lott, Cfa is based in San Francisco, California, United States.
David Lott, Cfa has worked for Ey-Parthenon, University Of Michigan - Stephen M. Ross School Of Business, Ey, Civdrone, and City National Rochdale.
You can use AeroLeads to view verified contact signals for David Lott, Cfa, including work email, phone, and LinkedIn data when available.
David Lott, Cfa holds Master Of Business Administration - Mba from University Of Michigan - Stephen M. Ross School Of Business.
David Lott, Cfa is listed with skills including Financial Modeling, Equities, Valuation, Bloomberg, Capital Markets, Economics, Financial Analysis, and Fixed Income.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts