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

  1. SVP, Ria Solutions Capital Strategies

    Osaic

    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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Jessica M. — SVP, Ria Solutions Capital Strategies at Osaic in Charlotte, NC, US | Unifers