Stephen Geis Email & Phone Number
Partner @ LEHNS Capital Advisory, LLC
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Stephen Geis Location
- Charlotte, NC, US
Stephen Geis Work
- Partner @ (August 2015 - Present)
- Managing Director @ FalconBridge Capital Markets, LLC (March 2009 - August 2015)
- Managing Director @ (August 2007 - February 2009)
- Managing Director @ (May 2004 - July 2007)
- Managing Partner @ i3 Capital Partners LLC (April 2002 - May 2004)
- Director @ (September 1994 - April 2002)
- Director @ (September 1994 - February 2002)
- Associate @ (January 1993 - January 1994)
- Analyst @ The Franklin Mint (January 1991 - January 1993)
Stephen Geis Education
- The Wharton School
BS (Economics)
1987-1991
Stephen Geis Skills
- Alternative Investments
- Analytical Skills
- Banking
- Bonds
- Business Development
- Business Valuation
- Capital Markets
- Client Relations
- Commercial Finance
- Corporate Finance
- Credit
- Credit Analysis
- DCF Valuation
- Debt Restructuring
- Equity Capital Markets
- Equity Valuation
- Finance
- Financial Accounting
- Financial Analysis
- Financial Services
- Financial Structuring
- Investment Banking
- Mergers & Acquisitions (M&A)
- Negotiation
- Origination
- Portfolio Management
- Private Equity
- Secured Transactions
- Securitization
- Structured Finance
- Structured Products
- Subordinated Debt
- Valuation
- Valuation Modeling
- Venture Debt
- Leadership
- Sales
- Marketing
- Training
- Keystone
- Management
- Montessori
- Services
Stephen Geis Summary
- Stephen Geis, based in Charlotte, NC, US, is currently a Partner at LEHNS Capital Advisory, LLC. Stephen Geis brings experience from previous roles at FalconBridge Capital Markets, LLC, SunTrust Robinson Humphrey, PNC Capital Markets and i3 Capital Partners LLC. Stephen Geis holds a 1987 - 1991 BS in Economics @ The Wharton School. With a robust skill set that includes Alternative Investments, Analytical Skills, Banking, Bonds, Business Development and more. Stephen Geis has 2 emails and 3 mobile phone numbers on RocketReach.
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