NewBusiness Banking Relationship Manager - Tanglewood/Houston, TX Amegy BankBusiness Banking Relationship Manager - Tanglewood/Houston, TXHouston, TXMeets or exceed Key Performance Measures, as established by the Business Banking Area Manager, including but not limited to, portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics. This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
Assistant Banking Center Manager (Full Time) - SB Eldridge Prosperity BankAssistant Banking Center Manager (Full Time) - SB EldridgeHouston, TXAt the direction of the Banking Center Manager, the Assistant Banking Center Manager may support some or all the following activities: Approve teller sheets to ensure balancing, reporting and cash limits are within approved limits. Perform banking center activities such as opening new accounts, safe deposit duties, stop payment requests, check recorders, and wire transfer requests.
Banking Relationship Specialist (Senior Relationship Banker) Bank OZKBanking Relationship Specialist (Senior Relationship Banker)Houston, TXResponsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc.
AVP Banking Center Manager (Branch Manager) Bank OZKAVP Banking Center Manager (Branch Manager)Houston, TXResponsible for effectively and enthusiastically managing the banking center, providing leadership, and setting high levels of accountability with team members. Model and coach daily activities, including opportunity spotting/referrals, client relationship building, account opening, lending, outbound business development activities, and lobby management.
Director, Corporate Banking Energy Citizens Financial Group IncDirector, Corporate Banking EnergyHouston, TXCitizens offers a full range of Corporate and Investment Banking products and services that include corporate finance, capital markets, structured financings, global markets risk management, commodity hedging and treasury solutions among other services. This position will play a key role in helping manage existing client relationships, originating new business opportunities and interacting with other senior coverage bankers, portfolio management and multiple product partner groups within Citizens.
Private Banking Group Market Executive Director Morgan StanleyPrivate Banking Group Market Executive DirectorHouston, TX$150,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
Investment Banking Associate Doeren Mayhew CPAs and AdvisorsInvestment Banking AssociateHouston, TXUnlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 36th U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. Leveraging 30 years of deal-making experience, the firm’s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size.
US Energy Corporate Banking, Analyst/Associate Royal Bank of CanadaUS Energy Corporate Banking, Analyst/AssociateHouston, TexasMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture.
Private Banking Relationship Manager Texas Capital Bancshares, Inc.Private Banking Relationship ManagerHouston, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Private Banking Relationship Manager Texas Capital BankPrivate Banking Relationship ManagerHouston, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
Banking Center Manager Business First BankBanking Center ManagerPasadena, TXAssisting clients with processing transactions, such as deposits, withdrawals, payments, money orders, official checks, or cash advances, resolving complaints or account discrepancies, and answering questions. Onboard new clients while listening for the right products and services for our new clients by following our Client Experience steps.
Banking Advisor III - PNC Private Bank PNC BankBanking Advisor III - PNC Private BankHouston, TexasPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Banking Advisor I (MLO) PNC BankBanking Advisor I (MLO)Houston, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Agentic Commerce Senior Manager | Banking Accenture PlcAgentic Commerce Senior Manager | BankingHouston, TXAs financial services customer journeys evolve beyond traditional websites and apps toward AI-mediated discovery, conversational interfaces, and intelligent agents, banks must modernize their platforms, product data, content ecosystems, and integration architectures. This Senior Manager will play a critical role in helping clients operationalize these changes by leading key workstreams across platform architecture, digital discoverability, content ecosystems, and AI-ready data infrastructure.
Relationship Executive - Technology Fintech & Payments Banking - Executive Director JPMorgan Chase & CoRelationship Executive - Technology Fintech & Payments Banking - Executive DirectorHouston, TXAs a Relationship Executive on the Technology Fintech & Payments Banking team, you will be responsible for growing and retaining profitable relationships within the Commercial & Specialized Industries group specializing in Technology Fintech & Payments Banking. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Commercial Banker - Startup Banking, Life Sciences & Healthcare - Vice President JPMorgan Chase & CoCommercial Banker - Startup Banking, Life Sciences & Healthcare - Vice PresidentHouston, TXAs a Commercial Banker on the Startup Banking team focusing on Portfolio Management (PM), you will be responsible for growing, providing banking services and retaining profitable relationships within Commercial & Specialized Industries (C&SI) specializing in Innovation Economy, Startup Banking with a focus in Life Sciences & Healthcare. Job Responsibilities: Demonstrate the ability to manage a client portfolio, provide banking services, and build a brand within your market that represents Startup Banking as the "Leading Innovation Economy bank serving the best and most diverse clients".
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Houston, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Investment Banking VP - Midstream (Oil & Gas) Truist Financial CorpInvestment Banking VP - Midstream (Oil & Gas)Houston, TXSenior investment banking professionals are also expected to serve the bank''s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
NewRM Business Banking II Texas Capital BankRM Business Banking IIHouston, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Reporting to the market Team Leader, the Relationship Manager II role will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV, Commercial Card spend, and SBA deals for companies with revenue between $5 million and $25 million.
Receptionist, Investment Banking Royal Bank of CanadaReceptionist, Investment BankingHouston, TXMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
2027 Global Investment Banking Full Time Analyst Program JPMorgan Chase & Co2027 Global Investment Banking Full Time Analyst ProgramHouston, TXNew York City Industry Coverage Groups include Business Services, Consumer & Retail, Diversified Industries, Financial Institutions Group, Healthcare, Mid-Cap IB, Media & Communications, Natural Resources, Real Estate IB, Strategic Investor Group (SIG), and Technology. As you build your skills, you''ll contribute to live client situations, develop technical and analytical skills, and work alongside experienced bankers across industry, M&A, and Capital Markets teams.
Commercial Banking Relationship Manager I Woodforest National BankCommercial Banking Relationship Manager IHouston, TXServes as Relationship Manager by providing ongoing customer service support and guidance to existing and new clients and client decision makers; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquiries and facilitating transfer and draw requests. · Collects application documents, works with the credit analysts to assess client’s financial condition; determines credit risk and makes loan structuring and underwriting decisions within approval authority or seeks appropriate joined approval authority; coordinates closing and the completion and review of final documents.
Banking Advisor I (MLO) The PNC Financial Services Group IncBanking Advisor I (MLO)Houston, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Banking Advisor III - PNC Private Bank The PNC Financial Services Group IncBanking Advisor III - PNC Private BankHouston, TXPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨 GIA Legacy Planning🚨 NOW HIRING: Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist 🚨Houston, TexasRemoteAt GIA Legacy Planning , we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorTX12+ years of experience in core banking architecture, design, and solution delivery, including hands-on experience with major core banking platforms (e.g., Temenos T24, Infosys Finacle, FIS, Oracle FLEXCUBE). You will work closely with clients, stakeholders, and PwC professionals to architect scalable, secure, and resilient core banking platforms that support business growth and regulatory requirements.
Associate, Reservoir Engineer - Global Investment Banking / Energy (Houston) (Houston, TX, US, 77002) The Bank of Nova ScotiaAssociate, Reservoir Engineer - Global Investment Banking / Energy (Houston) (Houston, TX, US, 77002)Houston, TXActively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Build, run and sensitize technical inputs that feed economic models; manage and maintain technical and economic databases (e.g., ARIES, PHDWin, ComboCurve) and provide timely and accurate outputs to senior Technical and Corporate Finance colleagues.
Analyst, Investment Banking, Energy (U.S.) CIB - Houston, TX (Houston, TX, US, 77002) The Bank of Nova ScotiaAnalyst, Investment Banking, Energy (U.S.) CIB - Houston, TX (Houston, TX, US, 77002)Houston, TXGuided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals.
Product Manager - ERP Banking / APIs - Midvale or Houston Zions Bancorporation NAProduct Manager - ERP Banking / APIs - Midvale or HoustonHouston, TXThe ideal candidate understands that product management is cross-functional and involves business development, strategic thinking, market research, client interaction and experience design, architecture, resource planning and general awareness of goals versus constraints. Education/Experience, Skill and Abilities: We want a highly-motivated individual and a self-starter who has: Bachelor's degree preferred in business, marketing or other related fields with relevant experience in product management, or other directly related experience.
Banking / SCON - Payments Infosys LtdBanking / SCON - PaymentsTX$116,875–$148,125 / year148417BRCalifornia, Georgia, Illinois, Massachusetts, New Jersey, New York, TexasUSAInfosys Limited Senior Associate - Business ConsultingITL USA Atlanta, GA, Basking Ridge, NJ, Boston, MA, Chicago, IL, Dallas, TX, New York, NY, San Francisco, CABankingProcess|Consulting processes|Technology Consulting process Senior Consultant, Business Consulting - Payments Transformation116875148125. 2245938No5439236410.00.006/02/2026Banking / SCON - PaymentsThe Role: As a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization.
Investment Banking Analyst, Energy - Houston Santander USInvestment Banking Analyst, Energy - HoustonHouston, TXThe optimal candidate possesses some experience within an energy, power, or infrastructure investment banking group but is looking for a more intimate, collaborative, and entrepreneurial environment where initiative is valued and high performance is visible. As part of a leading global bank with a rapidly expanding U.S. investment banking platform—particularly in Houston—you will benefit from both the scale and balance sheet of Santander and the momentum of a team in build mode.
Investment Banking Senior Associate - Depositories Piper Sandler & Co.Investment Banking Senior Associate - DepositoriesHouston, Texas$175,000–$225,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Investment Banking Senior Associate - Depositories Piper SandlerInvestment Banking Senior Associate - DepositoriesHouston, TexasOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Sales Leader I - Business Banking PNC BankSales Leader I - Business BankingHouston, TexasPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Transaction Development Director- Global Banking- Executive Director JPMorgan Chase & CoTransaction Development Director- Global Banking- Executive DirectorTXYou will work across Commercial Banking, Global Corporate Banking, and Investment Banking to originate and advance opportunities across mergers and acquisitions and other private capital transaction scenarios for U.S.-based small and mid-cap private businesses up to $2 billion in enterprise value. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Transaction Development Manager- Global Banking- Vice President JPMorgan Chase & CoTransaction Development Manager- Global Banking- Vice PresidentTXYou will work across Commercial Banking, Global Corporate Banking, and Investment Banking to originate and advance opportunities across mergers and acquisitions and other private capital transaction scenarios for U.S.-based small and mid-cap private businesses up to $2 billion in enterprise value. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Corporate Banking- Head Of Diversified Industries Texas Capital Bancshares, Inc.Corporate Banking- Head Of Diversified IndustriesHouston, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Strategy& Consumer Banking & Payments Consulting Manager PwCStrategy& Consumer Banking & Payments Consulting ManagerHouston, TX$99,000–$232,000 / yearIn this role, you will analyze client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Banking & Capital Markets Tax Director PricewaterhouseCoopers LLPBanking & Capital Markets Tax DirectorTX$150,000–$438,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Commercial Banking Relationship Assistant/Lending Assistant Gulf Capital BankCommercial Banking Relationship Assistant/Lending AssistantHouston, TXFull timeGulf Capital Bank aims to redefine the value of a bank by offering the personal relationship touches of a traditional community bank combined with the ease of state-of-the-art banking technology and global connections provided by a group of Houston’s business and civic leaders. Job Summary: Assist Commercial Lending Relationship Managers in processing loans, opening deposit accounts, providing superior customer service to clients and performing other administrative duties.
Relationship Manager II - Business Banking PNC BankRelationship Manager II - Business BankingHouston, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingHouston, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IHouston, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Retail Banking Manager Accenture PlcRetail Banking ManagerHouston, TXWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology.
Banking Payments Senior Manager Accenture PlcBanking Payments Senior ManagerHouston, TXAccenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience.
NewPayments Banking Manager Accenture PlcPayments Banking ManagerHouston, TXIn Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Houston, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Houston, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Houston, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Houston, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.