Trey Maultsby
Sophomore with double major in finance and economics at Wake Forest University
- Role
- Incoming 2027 Investment Banking Summer Analyst at Bank of America
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
About Trey Maultsby
I’m a student at Wake Forest University, pursuing a degree in Finance and Economics. I’m drawn to financial strategy and modeling in high-impact deals, and the fast-paced, team-oriented world of banking.My experiences at Inverness Advisors and Ford Fowler Capital Management strengthened my interest in banking and dealmaking. At Inverness, I supported live M&A advisory work for technology and SaaS companies, researching potential acquisition targets. I also completed programs at Dartmouth’s Tuck School of Business and Columbia University, where I built valuation models and analyzed companies like Public Storage and Uber Technologies using DCF and comparable methods.As an Analyst for the Wake Forest Investment Fund, I research equities, develop stock pitches, and collaborate on investment strategies. My time as a varsity basketball captain taught me the value of leadership, preparation, and composure–lessons I bring to every project and professional setting.I’m eager to continue exploring the world of banking and finance, learning from industry professionals, and contributing to teams that help clients achieve transformational growth.
Experience
Incoming 2027 Investment Banking Summer Analyst
Feb 2026 — Present · New York, NY, US
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