Jessica M.
SVP, Corporate Development
- Role
- SVP, Ria Solutions Capital Strategies at Osaic
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jessica M.
Senior finance professional with 15 years of experience in M&A / Corporate…
Experience
SVP, Ria Solutions Capital Strategies
Nov 2023 — Present
Leader of capital deployment strategies for advisor growth and succession planning through M&A and equity partnerships. Responsible for identifying opportunities, deal structuring and comprehensive financial analyses, as well as, supervising and executing confirmatory due diligence across multiple teams, ensuring seamless integration and risk mitigation.
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