Modera Wealth Management
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Financial Services
Supports Modera Wealth Management’s inorganic growth strategy by evaluating acquisitions, partnerships, and strategic opportunities. Responsibilities include financial modeling, valuation, due diligence coordination, transaction execution, executive presentations, pipeline reporting, sourcing support, and integration planning. The associate synthesizes quantitative and qualitative findings into recommendations for leadership, manages transaction timelines, and improves corporate development processes and tools.
