朱莉·安. Boles
CONTACT
Analyst and Chief Compliance Officer – Schneider Downs Corporate Finance, LP
jboles@classactbusiness.net | (412) 697-5225
Julie Ann is responsible for the maintenance and development of Schneider Downs Corporate Finance’s compliance programs, as well as supporting transaction execution, business development and client service for its real estate investment banking practice. Her activities focus on compliance, market research, and investor relations. Julie Ann joined Schneider Downs in 2013 and Schneider Downs Corporate Finance in 2017. Prior, she worked at a real estate-focused hedge fund in New York City.
专业执照
- FINRA Series 7, Series 24 and Series 63 Securities Licenses
- 宾夕法尼亚州保险许可证
Education
- M.F.A.-俄亥俄州立大学
- B.A.- Theatre and English, University of Richmond
Schneider Downs Corporate Finance, LP is a registered broker/dealer Member FINRA/SIPC
About Schneider Downs Corporate Finance
Schneider Downs Corporate Finance is a leading, 全方位bet9平台游戏的投资银行业务, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, 收购, 筹款及策略谘询.
Schneider Downs Corporate Finance, LP is a registered broker/dealer.
Member FINRA/SIPC.
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FEATURED
大问题: 一家本地公司的流动性问题.
大的思考: New Ways To Predict And Control Cash Flows.
股东 STACI布罗根 has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, 公开交易的注册人, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios.
“In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,布罗根说. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.”
Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, 公开和私人持有, 以及非营利组织, 政府机构等. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.
