Stephen Carney

Role
Valuation Associate at Generational Equity, LLC
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephen Carney

I’m a corporate development and M&A professional with over a decade of experience helping…

Experience

  1. Valuation Associate

    Generational Equity, LLC

    May 2022 — Present

    Provide strategic and financial analysis including: analyzing financial statements, developing financial models, and examining, in-depth, a company\'s operations, trends, revenue and cost drivers, and its competitive and strategic position in the market. Provide business valuation and industry expertise to middle market businesses.

Education

  • Erasmus University Rotterdam

    Certificate Program, Mergers & Acquisitions: Advanced Valuation & Strategy

    2019

  • University of Illinois Urbana-Champaign

    Master of Business Administration - MBA

    2020 — 2022

  • California State University, Long Beach

    Bachelor of Science - BS, Business Administration and Management, General

    2008 — 2011

Skills

  • Business Analysis
  • Finra
  • Investment Strategies
  • Financial Services
  • Finance
  • Sep Ira
  • Savings
  • Financial Advisory
  • Retirement Plan Consulting
  • Customer Service
  • Roth Ira
  • Financial Modeling
  • Credit
  • Risk Management
  • Investments
  • Banking
  • Microsoft Office
  • 401(K) Retirement Savings Plans
  • Public Speaking
  • Financial Risk
  • Security
  • Investment Banking
  • Coverdell
  • Investment Advisory
  • Team Building
  • Portfolio Management
  • Retirement Planning
  • Financial Reporting
  • Microsoft Word
  • Microsoft Excel
  • Wealth Management
  • Deposits
  • Mortgage Lending
  • Financial Analysis
  • Mortgage
  • Iras
  • Financial Planning
  • Loans
  • Custom Credit
  • 529 Plans

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Stephen Carney — Valuation Associate at Generational Equity, LLC in Dallas-Fort Worth, TX, US | Unifers