Caroline Ptacek

Caroline Ptacek

Associate @ Jefferies

About Caroline Ptacek

Caroline Ptacek is an Associate at Jefferies in New York, with a background in investment banking and finance.

Current Role

Caroline Ptacek is employed as an Associate at Jefferies. She has been holding this position since 2020 and is based in New York, United States. In her role, she is likely involved in various financial and investment banking activities.

Previous Roles at Jefferies

Before becoming an Associate, Caroline Ptacek worked at Jefferies as an Investment Banking Analyst from 2018 to 2020. During her two-year tenure in New York City, she would have gained experience in advising clients on mergers and acquisitions, capital raising, and other financial services.

Experience at King & Spalding

Caroline Ptacek also served as an Analyst at King & Spalding from 2017 to 2018. Located in New York City, this role spanned 8 months, during which she likely conducted comprehensive research and analysis to support the firm's practices.

Roles at PNC

Caroline Ptacek's career at PNC includes positions as an Investment Banking Analyst from 2015 to 2017 and as an Investment Banking Summer Analyst in 2014. These roles, based in the Greater Pittsburgh Area, provided her with foundational experience in investment banking, deal structuring, and financial modeling.

Education and Academic Background

Caroline Ptacek achieved her degree in Finance and International Business from The University of Georgia, where she studied from 2011 to 2015. Prior to her university education, she attended Woodward Academy from 2008 to 2011.

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