Eamon Moran Email & Phone Number

Wilton, Connecticut, Us

• Offer objective wealth services and solutions, tailored to unique client circumstances and goals• Customize advice based on comprehensive and ongoing financial planning• Serve as a "go-to" resource for all aspects of client financial planning• Provide expertise to address complex needs and deliver specialist services• Manage assets as a fiduciary supported by independent custodians to safeguard client assets• Actively coordinate service with client attorneys and accountants• Develop deep, trusted client relationships by protecting what matters most to clients

San Francisco , Ca, Us

• Advised high net worth individuals and families on a broad range of wealth management matters • Helped clients identify unique goals and lead a dedicated team of specialists to implement customized, comprehensive strategies and solutions tailored to specific needs • Led a collaborative discovery experience around the personal importance of wealth and the impact wealth has on families, within the context of legacy and wealth transfer

London, Gb

• Led a team of six business development staff in New York covering the Americas • Ran high quality enterprise sales cycles, including prospecting new clients, leveraging existing relationships and networks, developing compelling value propositions and negotiating complex agreements • Supported solution development efforts that best addressed customer needs, while coordinating the involvement of all necessary internal personnel • Operated as the lead point of contact for all matters specific to firm clients, including C-level engagement, on-boarding of new clients, and tactical interface with end users

Birmingham, Mi, Us

• Provided strategic and financial advisory services to public and private clients in the areas of mergers, acquisitions, divestitures, valuations, and the placement of debt and equity securities• Developed referral relationships, and originated and executed transactions• Managed marketing efforts, in particular firm website and client collateral

Chicago, Illinois, Us

• Originated and executed middle market M&A and capital-raising transactions across numerous industries, including Business Services, Industrials, Energy and Automotive• Served as primary client contact during all stages of engagements• Closed cross-border transactions with Italian, English and Swiss buyers and sellers, among others• Crafted client deliverables, including information memorandums and management presentations• Evaluated transactions using multiple financial modeling techniques, including discounted cash flow, leveraged buyout, precedent transaction and comparable company analyses

M.B.A., Finance

A.B., Political Science