Ali Zimmerman
About Ali Zimmerman
Ali Zimmerman is an incoming Investment Banking Associate at Jefferies, with a background in investment banking and private equity fund management.
Company
Currently, Ali Zimmerman works at Jefferies as an Incoming Investment Banking Associate starting in July 2023 in Charlotte, North Carolina. Previously, Ali was with Jefferies for a summer role in 2022, where the focus was on investment banking activities.
Title
Ali Zimmerman holds the title of Incoming Investment Banking Associate at Jefferies. As an associate, the role will likely involve extensive work in financial modeling, valuation, and advisory services for clients within the Consumer & Retail sectors.
Education and Expertise
Ali Zimmerman earned an MBA from UNC Kenan-Flagler Business School, specializing in Corporate Finance and Entrepreneurship, between 2021 and 2023. Prior to that, Ali completed a Double Major in Financial Management and Economics with Double Minors in Accounting and Spanish at Wilbur O. and Ann Powers College of Business at Clemson University from 2013 to 2017.
Background
Ali Zimmerman has a robust background in investment banking and financial analysis. Previous positions include being an Investment Banking Credit Analyst at Truist Securities and SunTrust Robinson Humphrey in Atlanta. Ali also served as a Fund Manager for UNC Kenan Flagler Private Equity Fund and was a WAVE Scholar at the Women's Association of Venture & Equity.
Achievements
While at Truist Securities, Ali Zimmerman managed over 60 clients in the technology and energy sectors with a total credit exposure of $5.0 billion. This experience underscores Ali's expertise in handling significant financial portfolios and delivering comprehensive financial services.