2 minute read
banking, finance & accounting
BEAU BURNS ‘08
Baird, Financial Advisor
beau.w.burns@gmail.com
BA, English, Wake Forest University MAEd, Wake Forest University MS, College for Financial Planning
“Broadly, my job is to optimize our clients’ financial worlds, which can be complex and multifaceted. During a typical day, I’m interacting with clients and coordinating efforts with other professionals to address client issues involving investments, tax planning, wealth transfer, philanthropy, etc. There’s a lot of learning on a daily basis due to the ever-changing nature of the markets, tax laws, and our clients’ lives...2020 being a perfect illustration!”
BYRON LANGFORD, ‘07
Lazard, Associate
byron.langford@gmail.com
BA, Mathematics, Middlebury College
Prior Employers: Lime Rock Resources BMO Capital Markets
“I am an investment banking associate in the energy group at Lazard, which advises clients on M&A transactions, restructurings, capital raises and shareholder activism. My primary responsibilities include financial modeling, client presentations and transaction due diligence and execution.”
CHINNA O’SUJI ‘11
Brookfield Asset Management, Infrastructure Investments Associate
ceo.osuji@gmail.com
BS, Management, Science & Engineering, Stanford University
Prior Employer: Citi Investment Banking (Global Energy Group)
“As an associate in the Infrastructure group, my day-to-day consists of evaluating inbound offers, new investment idea origination, and driving the quantitative and qualitative analysis that ultimately supports all of our investment decisions. My focus is on Energy infrastructure, including midstream and utilities investments. Given Brookfield is a global real asset manager with $550+ billion of assets under management, I assess infrastructure investments in various regions across the world.”
FRANCES SMITH ‘08
Credit Suisse, Associate
Francesvsmith@gmail.com
BBA, University of Texas MPA, University of Texas MBA, New York University
Prior Employers: Ernst & Young
“As a junior investment banker, days never really begin or end! At Credit Suisse we cover clients across the energy spectrum - upstream, midstream, downstream, services, power and renewables. We help our clients by offering a host of advisory services within the M&A, equity and debt markets, helping our clients raise and deploy capital to meet their strategic objectives. As an analyst/associate you are responsible for all quantitative analysis and modeling, but you will also be asked to engage with clients, attending meetings and roadshows. IB is a great career path for those who enjoy the social side of business development, but are also quant oriented.”
RICKY PERUSQUIA ‘11
Credit Suisse, Associate, Investment Banking
rickyperusquia@gmail.com
BA, University of Texas MBA, University of Virginia
Prior Employer: Dimensional Fund Advisors
“No typical day. It is a client service job so based on the transaction you are working on it can vary. Keeping up to date with client requests, performing analysis and generating ideas for corporate clients.”