Summary
Overview
Work History
Education
Skills
Timeline
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William Finegan

Glenview,IL

Summary

Accomplished leader with a proven track record at Morgan Stanley, adept in due diligence and asset management. Spearheaded high-stakes negotiations and fostered teamwork, significantly enhancing project outcomes and organizational growth. Expert in building diverse, high-performing teams, demonstrating exceptional communication skills and a positive attitude.

Overview

2
2
years of professional experience

Work History

Mergers and Acquisitions Department

Morgan Stanley
01.2024 - Current
  • Presented detailed reports on potential acquisitions to executive leadership, recommending best course of action based on thorough analysis.
  • Collaborated with internal departments such as finance, legal, and operations to ensure seamless acquisition process from start to finish.
  • Led due diligence efforts on potential acquisitions to minimize risks and protect company investments.
  • Negotiated favorable terms for acquisitions, saving the company resources and ensuring successful project outcomes.

Vice President

JP Morgan Chase
01.2024 - 01.2026
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Increased company growth through collaboration with sales and marketing departments.
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.

President/CFO

GoldK
01.2024 - 01.2026
  • Built a diverse workforce through targeted recruiting efforts focused on diversity, equity, and inclusion principles.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Navigated complex regulatory environments while maintaining compliance across all aspects of the organization''s operations.
  • Managed crisis situations effectively while minimizing disruption to daily operations.

Education

MBA - Finance

Harvard University
Cambridge, MA
05-2030

BBA - Finance

University of Mississippi
University, MS
05-2028

Skills

  • Land valuation
  • Site selection
  • Due diligence
  • Asset management
  • Positive attitude
  • Teamwork and collaboration
  • Excellent communication

Timeline

Mergers and Acquisitions Department

Morgan Stanley
01.2024 - Current

Vice President

JP Morgan Chase
01.2024 - 01.2026

President/CFO

GoldK
01.2024 - 01.2026

MBA - Finance

Harvard University

BBA - Finance

University of Mississippi
William Finegan