Katie A.
Business Optimization
- Role
- Business Analyst at Harris Williams
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
Experience
Business Analyst
May 2024 — Present · Richmond, VA, US
Assist the M&A Industry Group with the preparation, editing and distribution of M&A deal/marketingmaterials.Research and collect data points and client information using CRM and other external resources; updatedatabases and materials as needed.Create buyer packs, which include company overviews, transaction history, news articles, etc. Assist in developing Market/Industry Updates and reports; research industry trends, building a robustunderstanding of the deal team’s industry.Plan management presentation and closing event logistics, including travel and event coordination.
Education
James Madison University
Bachelor of Science
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