Investment Banking Associate @ (April 2023 - May 2025)
Transaction Advisory Services - Manager @ RSM US LLP (January 2023 - March 2023)
Transaction Advisory Services - Senior Associate @ RSM US LLP (September 2020 - December 2022)
Senior Tax Accountant @ (January 2017 - September 2020)
Tax Intern @ International Wealth Tax Advisors, LLC (June 2016 - October 2016)
Tax Intern @ (January 2014 - January 2015)
Accounting Intern @ Monarch Business and Wealth Management (August 2013 - January 2014)
Bank Teller @ (June 2012 - January 2014)
Brian Zhou Education
Baruch College
Master of Science (M.S.) (Taxation)
2015-2016
Baruch College
Bachelor of Business Administration (BBA) (Accounting)
2013-2015
Brian Zhou Skills
Investment Banking
Transaction Advisory
Mergers & Acquisitions (M&A)
Financial Advisory
Financial Analysis
Finance
Banking
Cash Management
Retail Banking
Commercial Banking
Accounting
Deposits
Microsoft Excel
Cross Selling
Customer Service
Outlook
Microsoft Office
Brian Zhou Summary
Brian Zhou, based in New York, NY, US, is currently a Investment Banking Associate at Oppenheimer & Co. Inc.. Brian Zhou brings experience from previous roles at MarshBerry, RSM US LLP and EY. Brian Zhou holds a 2015 - 2016 Master of Science (M.S.) in Taxation @ Baruch College. With a robust skill set that includes Investment Banking, Transaction Advisory, Mergers & Acquisitions (M&A), Financial Advisory, Financial Analysis and more. Brian Zhou has 3 emails and 1 mobile phone numbers on RocketReach.
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