Mark Murry

Strong attention to detail and data-driven analysis to uncover growth opportunities for clients. Proficient in structured problem solving, due diligence, driving operational enhancements through collaborative teamwork and capital raising strategies. Over 25 years of sales experience in financial services, specializing in investment banking and institutional sales.

AI Fluency in Claude, Gemini, ChatGPT, Proficient in Microsoft Windows OS, Microsoft Office, Excel, Financial Software, and Apple iOS applications.

Investment Banking Representative - Weild & Co. - New York / Remote

(2018-09)

Employ analytical and due diligence methodologies and problem-solving techniques to structure and execute investment banking engagements through team collaboration, raising capital and M&A advisory in the transaction range of $5M-$150M for private and public companies. Work with clients to identify growth opportunities and operational enhancements, resulting in strategic growth initiatives.

Investment Banking Representative - Financial West Group - Los Angeles

(2011-08 - 2016-09)

Utilized analytical methodologies to structure investment banking transactions, securing capital for private and public companies through private placements valued between $1M-$25M. Consistently recognized in the firm's President's Club for superior performance. Utilized data insights to pinpoint operational improvements that directly contributed to enhanced efficiency and bottom-line impact.

Senior Investment Advisor - MZM Capital Management - Pasadena

(2002-08 - 2011-08)

Leveraged data-driven insights to provide comprehensive investment advisory services to both retail and institutional clients. Employed analytics to inform trading decisions, optimize asset management strategies, and drive financial growth for diverse portfolios.

Bachelor of Science - Business Administration with emphasis on Finance - University of Southern California (1996-05)