Managing Director @ (September 2018 - September 2023)
Strategic Development Supervisor @ (August 2017 - August 2018)
Associate @ Crown Sterling (May 2015 - August 2016)
Investment Banking Analyst @ UBS Investment Bank (January 2014 - May 2015)
Strategic Planning @ (September 2013 - December 2013)
Summer Analyst @ UBS Investment Bank (June 2012 - August 2012)
Part Time Analyst @ HFP Capital Markets LLC (September 2011 - May 2012)
Corporate Finance Intern @ Versace USA (June 2011 - August 2011)
Lance Bergstein Education
The University of Arizona
Lance Bergstein Skills
Financial Modeling
Due Diligence
PowerPoint
Microsoft Excel
Argus Modeling
Bloomberg
Auto Racing
Mergers and Acquisitions
Corporate Finance
Strategic Planning
Financial Analysis
Valuation
Equity Research
Lance Bergstein Summary
Lance Bergstein, based in New York, NY, US, is currently a Chief Executive Officer at Lincoln Equities Group. Lance Bergstein brings experience from previous roles at Lincoln Equities Group, Crossix Solutions, Crown Sterling and UBS Investment Bank. Lance Bergstein holds a The University of Arizona. With a robust skill set that includes Financial Modeling, Due Diligence, PowerPoint, Microsoft Excel, Argus Modeling and more. Lance Bergstein has 2 emails and 1 mobile phone numbers on RocketReach.
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