Most of my career has been spent working in technology and consulting. However, I was always interested in the stock market and decided to consider a career move toward finance and investing. I took a pause working in my mid-30's and attended Boston University full-time for my MBA, while also pursuing the CFA charter. Unfortunately, I graduated in 2009 when jobs were hard to find given the market meltdown. So, I leveraged my previous experience and went back to tech consulting. Subsequently, one of the firms I worked for was acquired by IBM, and after a bit of time post-acquisition, I applied for an M&A specialist position. Like many big tech firms, IBM is a serial acquirer and needs people with specific skill sets to help source, execute and integrate its many transactions.
Career Position & Responsibilities:
I’m currently one of the financial leads for IBM’s M&A group, working in GBS, IBM’s $16 billion consulting practice. My responsibilities include meeting with companies to assess strategic fit, gain an understanding of their financial projections including underlying business dynamics, rationale for selling and shareholder ownership. In addition, overseeing development of an internal business case and associated financial analysis, performing due diligence with the target including identification of risks and mitigation actions and assisting with the overall transaction management for deals I work on.
Favorite CFA Society Boston Memory:
While I enjoy the lunch & learns, I'll always go back to the memories of the CFA exam classes at the MCLE on Winter Place. I made a lot of fast friends as we muddled through the exam topics and questions. I also appreciated the people who volunteered to teach the material, each with a different perspective.
Comments, Words of Wisdom or Favorite Quote:
"Everyone has a plan until they get punched in the mouth", a boxing quote from Mike Tyson, but I think all of us have had a disruption or crisis that required improvisation.