Stephen Geis
Partner - LEHNS Capital │ Empowering companies to tell their story, raise capital, and achieve their goals through expert investment banking services.
- Role
- Partner at Lehns Capital Advisory, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Stephen Geis
Seasoned financial services professional with over three decades of experience providing quantitative analytics and modelling, strategic advisory and capital raising services for financial services firms.Recognized for delivering clear and concise analyses of complex financial situations and for developing prudent business recommendations that enable clients to improve their bottom line. Enjoy building long-term relationships and serving in the role of a trusted senior advisor.
Experience
Partner
Aug 2015 — Present · Charlotte, NC, US
LEHNS Capital Advisory offers investment banking and analytical consulting services to specialty finance companies, banks and representative of and securities products offered through BA Securities, LLC Member FINRA SIPC LEHNS Capital Advisory LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.
Education
The Wharton School
BS, Economics
1987 — 1991
Skills
- Capital Markets
- Financial Structuring
- Alternative Investments
- Private Equity
- Credit
- Investment Banking
- Securitization
- Banking
- Structured Products
- Valuation
- Structured Finance
- Credit Analysis
- Commercial Finance
- Business Development
- Finance
- Bonds
- Financial Services
- Origination
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