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

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