Senior at Boston College - Carroll School of Management
Greater Boston Area
Preston Todd Advisors
M&A Research Analyst
January 2015 to August 2015
Greater Boston Area
Boston College
Accounting Analyst
September 2014 to May 2015
Boston College Law School
ITS Technology Consultant
June 2014 to December 2014
Ruffalo Noel Levitz
Alumni Fundraiser
September 2013 to August 2014
•Support MDs in providing buy-side M&A advisory and deal origination services to clients seeking acquisitions in the lower/middle market, specializing in the payments and technology sectors. •Completed valuation analyses on target companies and presented summaries to managers. •Analyzed financial and operational data for developing acquisition criteria for institutional partners. •Executed industry research to identify lower/middle market targets... •Support MDs in providing buy-side M&A advisory and deal origination services to clients seeking acquisitions in the lower/middle market, specializing in the payments and technology sectors. •Completed valuation analyses on target companies and presented summaries to managers. •Analyzed financial and operational data for developing acquisition criteria for institutional partners. •Executed industry research to identify lower/middle market targets ranging from $50M to $200M. •Delivered pre-market acquisition and deal flow advisory to clients seeking strategic acquisitions.
What company does Jonathan Quintero-Velez work for?
Jonathan Quintero-Velez works for Preston Todd Advisors
What is Jonathan Quintero-Velez's role at Preston Todd Advisors?
Jonathan Quintero-Velez is M&A Research Analyst
What industry does Jonathan Quintero-Velez work in?
Jonathan Quintero-Velez works in the Financial Services industry.
📖 Summary
Senior at Boston College pursuing a Bachelor of Science in Finance from the Carroll School of Management. A dual US-Colombian citizen passionate about the global financial markets.M&A Research Analyst @ •Support MDs in providing buy-side M&A advisory and deal origination services to clients seeking acquisitions in the lower/middle market, specializing in the payments and technology sectors. •Completed valuation analyses on target companies and presented summaries to managers. •Analyzed financial and operational data for developing acquisition criteria for institutional partners. •Executed industry research to identify lower/middle market targets ranging from $50M to $200M. •Delivered pre-market acquisition and deal flow advisory to clients seeking strategic acquisitions. From January 2015 to August 2015 (8 months) Greater Boston AreaAccounting Analyst @ •Monitored funding for capital projects, contracts, agreements, and research grants up to $10MM. •Account for the investments of a $2.2B endowment through journal entries and reports for audits. •Assisted in the creation of Excel spreadsheets related to financial statements, appropriated budgets, and financing for multi-year campus research projects for internal and external audits. •Completed financial reconciliation for bank statements and ran budget checks for expense reports. From September 2014 to May 2015 (9 months) ITS Technology Consultant @ •Provide technical support for computer related issues with servers, printers and networks. •Assisted with implementing university hardware, software, data backup and networking. •Provide IT support with installing, maintaining, and troubleshooting department-specific apps. •Examined computer issues needing repairing and reimaging for Windows/Mac operating systems. From June 2014 to December 2014 (7 months) Alumni Fundraiser @ •Used multi-channel marketing strategies to call 85,000 alums and raise $3 million for the BC fund. •Reached out to various types of alums including high net worth donors and was responsible for converting non-donors into donors and ensuring that previous donors increased or renewed gifts. •Monitored calling statistics to ensure company goals were reached on a daily basis and adjusted calling strategies accordingly to strengthen relationships with alumni and increase donations. From September 2013 to August 2014 (1 year) Bachelor of Science (B.S.), Finance @ Boston College - Carroll School of Management From 2012 to 2016 High School Diploma @ Buckingham Browne & Nichols School From 2008 to 2012 Jonathan Quintero-Velez is skilled in: PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Public Speaking, Social Media, Management, Research, Spanish, Financial Accounting, Marketing, Teamwork, Investments, Basic Finance, Operations Management, Visual Basic, Bloomberg, CapitalIQ, Thompson One
Introversion (I), Intuition (N), Thinking (T), Judging (J)
0 year(s), 9 month(s)
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