Accoustic Guitar
Exercising (HIIT; Bodybuilding; Running)
Athletic Competition (incl Golf, Sand Volleyball and Softball)
Eastern Philosophy, Enlightenment and Meditation
Ian Driscoll
Charlotte
Summary
Dynamic Investment Banking Associate at Truist Securities with a proven track record in financial modeling and valuation. Leveraged strong communication and relationship-building skills to support successful capital raising initiatives and due diligence processes, identifying key market trends and investment opportunities. Adaptable and competitive, consistently delivering impactful client presentations.
Overview
4
4
years of professional experience
Work History
Investment Banking Associate
Truist Securities
07.2024 - 05.2025
- Assisted in financial modeling and valuation analyses for client presentations.
- Supported due diligence processes by gathering and analyzing financial data.
- Collaborated with senior bankers on pitch books and marketing materials.
- Conducted industry research to identify market trends and potential investment opportunities.
Investment Banking Analyst
Truist Securities
08.2021 - 06.2024
- Analyzed financial statements and market data to support investment recommendations.
- Prepared detailed pitch books and client presentations for capital raising initiatives.
- Collaborated with cross-functional teams to develop financial models for mergers and acquisitions.
- Conducted due diligence on potential investment opportunities, assessing risks and returns.
Education
Bachelor of Science - Finance
Wake Forest University
Winston-Salem, NC05-2021
Skills
- Social Intelligence
- Communication
- Competitiveness
- Grit
- Adaptability
- Relationship-Building
- Relationship-Maintainance
Interests
Timeline
Investment Banking Associate
Truist Securities
07.2024 - 05.2025
Investment Banking Analyst
Truist Securities
08.2021 - 06.2024
Bachelor of Science - Finance
Wake Forest University