Financial Analyst Investments Mergers and Acquisitions (M&A) 
CFA Institute
DECEMBER 8, 2023
He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He joined the company in October 2017.
CFA Institute
JULY 14, 2023
He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He joined the company in October 2017.
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CFA Institute
AUGUST 30, 2023
He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He joined the company in October 2017.
The Finance Weekly
OCTOBER 29, 2024
Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. A loss decreases equity.
Future CFO
MAY 12, 2024
FutureCFO: From your bio I learnt that you became passionate about M&A at a young age. Sophie Fischer (SF): I first became passionate about merger and acquisition transactions in my teenage years in high school. I would watch my father, who worked on different M&A projects, and think: “Wow, that’s such an exciting job!”
PYMNTS
NOVEMBER 16, 2020
As noted in this space , the entity fashioned by the merger would take its place as the fifth largest retail bank in the country, and with a presence that spans 24 states, and with a combined asset base of about $560 billion. And, generally speaking, the strategy that exists in M&A boils down to a binary choice: build vs. buy.
PYMNTS
NOVEMBER 20, 2020
Tech mergers have been in the crosshairs for lawmaker scrutiny – particularly over antitrust concerns. billion proposed merger between PNC and BBVA’s U.S. Separately, Senator Elizabeth Warren last month wrote a letter to the Department of Justice urging an examination and strengthening of bank merger review guidelines.
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