KHRISTOPHER MCGILL

Day-to-Day management for $100MM+ deal-making, due diligence, reporting, and team of 5

• Executed business case that led to $50MM cost save
• In-depth book valuation for dozens of financial advisors
• Led and executed financial modeling for future deal making

Promoted in January 2023

BSM I - Analytics & Reporting for Advisor Acquisition Group

• Established analytics to determine success and quality
• Enhanced forecasting to more accurately predict incoming deals

Sales Support coverage of $50MM-$2B regional businesses

• Trained in detailed credit/financial statement analysis
• Market research/analysis using FactSet/D&B Hoovers
• Earned Silver reward for spreadsheet optimization

Trusted business partner providing insightful and actionable reporting to Merrill; Primary BFO for 38 Merrill Markets

• Received silver award for creating National KPI trend
• 100% success rate keeping markets under budget
• Led nationwide flows, deposits, and referral allocation

2 Year Finance Leadership Rotational Program

• Tech Expense Forecasting, Planning, Analysis - $200MM P/L
• Wealth Management Deposits Finance Officer - $260B P/L