2006 -2010 Vice President, Investment Banking, Financial Restructuring Group @
2005 -2005 Summer Associate, Investment Banking, Mergers and Acquisitions @ CIBC World Markets
2000 -2004 Assistant Vice President, Alternative Asset Management Group @
Desiree Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA) (Finance, General)
2004-2006
Miami University
BS (Finance, General)
1996-2000
Desiree Skills
Fund Of Funds
Restructuring
Equities
Valuation
Financial Modeling
Due Diligence
Corporate Finance
Financial Analysis
Series 7
Alternative Investments
Asset Allocation
Wealth Management
Fixed Income
Investment Strategies
Investment Banking
Private Equity
Portfolio Management
Investor Relations
Securities
Bloomberg
Structured Finance
Investment Advisory
Financial Services
Investment Management
Capital Markets
Series 63
Emerging Markets
Hedge Funds
Venture Capital
Equity Research
Asset Management
Investments
Equity Valuation
Wealth Management Services
PowerPoint
Microsoft Word
Microsoft Excel
Marketing
Research
Finance
Public Speaking
Customer Service
Desiree Summary
Desiree, based in New York, NY, US, is currently a Managing Director, Director of Sustainable Investing at Bessemer Trust. Desiree brings experience from previous roles at Bessemer Trust, Piper Jaffray and CIBC World Markets. Desiree holds a 2004 - 2006 Master of Business Administration (MBA) in Finance, General @ University of Southern California - Marshall School of Business. With a robust skill set that includes Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling and more. Desiree has 5 emails and 2 mobile phone numbers on RocketReach.
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