Andrew is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is involved in all aspects of transaction execution, the creation and delivery of valuation presentations, and is responsible for the development, training, and mentoring of analysts. Prior to joining Matrix in 2012, Andrew was an Audit Associate with Deloitte & Touche, LLP and Clifton Gunderson, LLP, a Senior Analyst at Greystone Advisory Group, LLC and an Analyst for the Office of the Special Inspector General for the Troubled Asset Relief Program (“TARP”) at the U.S. Department of the Treasury.
Andrew received a B.B.A with a concentration in Accounting and a minor in Biology from Loyola University Maryland. He holds the Certified Public Accountant designation and is a CFA Charterholder and member of the CFA Institute. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
INSIGHTS:
-
- Maximizing After Tax Proceeds in Corporate Transactions ‐ Part One
- Maximizing After Tax Proceeds in Corporate Transactions Part Two: Purchase Price Allocation Considerations in the Sale of a Pass-Through Entity
- Key Industry Graphs, Correlations and Insight – Resources & Tools to Better Understand Trends & Relationships Occurring in the Downstream Energy Industry