Paul Karam

Vice President at MarshBerry

Role: Vice President at MarshBerry
Location: Trabuco Canyon, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President
MarshBerry
Jan 2025 — Present

Skills

Financial Markets
Investment Banking
Fixed Income
Financial Reporting
Market Research
Due Diligence
Business Valuation
Equities
Portfolio Management
Mergers
Bloomberg
Securities
Financial Modeling
Research
Equity Research
Investments
Forecasting
Credit Analysis
Accounting
Corporate Finance
Financial Analysis
Valuation
Asset Management
Excel

Contact information

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Work email
•••••@marshberry.com
Personal email
•••••@•••••.com
Direct dial
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Current company

MarshBerry

Investment Banking · 253 employees · Woodmere, Ohio, United States

MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com. *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44••••••••30.

marshberry.com

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