· Responsible for the sourcing of new M&A opportunities via direct outreach or relationships with M&A brokers in our industry of interest· Built a pipeline of 20 viable M&A prospects after contacting 450+ new companies in the last 3 months· Led each M&A deal as the point of contact for pre-diligence, data gathering, and negotiator for valuation and deal structure· Responsible for financial models (basic LBOs and deal structure models) tied to deals in advanced stages· Routinely work with our CEO, CFO, COO, and various department leads to ensure every M&A prospect works on an operational standpoint and presents a value-add opportunity· Created the first documented process for the Corporate Development team for future associates to follow· Researched new financial sub-sectors for the Corporate Development team to find new strategic M&A prospects

• Created pitch books and marketing materials for both buy and sell-side clients• Researched and presented PowerPoints on the financial service industry and recent M&A transactions in the space • Managed a tracking system to analyze the company’s pipeline of business opportunities and contacts of RIAs • Coordinated design and placement of marketing outreach materials to different Financial Advisors

• Communicated with paralegals and was responsible for assisting escrow to ensure closing requirements were met and funds were disbursed from transactions• Utilized ResWare to conduct data entry of mortgage liens recorded on land records to ensure the liens were released and recorded• Assisted Paralegals with handling mortgages and deeds, as well as recordings mortgages with Town Clerk • Ordered payoff’s and opened title and escrow orders on Require paying close attention to detail • Provided support with money transfers, preparing documentation, closing transactions, and advising customers • Acquired communication abilities, customer service skills, attention to detail, working under pressure and research skills