Meghan Holtz
About Meghan Holtz
Meghan Holtz is an Event Driven Sales Associate at Jefferies and has a background in investment banking and finance, with experience at HSBC and Johnson & Johnson. She holds a Bachelor of Science in Business Administration from Bucknell University.
Current Position at Jefferies
Meghan Holtz currently holds the position of Event Driven Sales Associate at Jefferies. She assumed this role in 2019 and operates out of the Greater New York City Area. Her responsibilities likely involve analyzing market events and trends to drive sales strategies, although specific tasks are not detailed.
Previous Role at HSBC Global Banking and Markets
Before joining Jefferies, Meghan Holtz worked as an Investment Banking Graduate Analyst in the Leveraged & Acquisition Finance division at HSBC Global Banking and Markets. She held this position for a year from 2018 to 2019, also based in the Greater New York City Area. Her role would have involved analyzing financial data, assisting in the structuring of leveraged finance deals, and supporting acquisition finance transactions.
Educational Background at Bucknell University
Meghan Holtz attended Bucknell University, where she studied Accounting and Financial Management. She earned a Bachelor of Science in Business Administration over a period of four years, from 2014 to 2018. During her time at Bucknell, she also engaged in various roles, including serving as a Teaching Assistant and a Student Managed Investment Fund Student Analyst.
Internship Experience at Johnson & Johnson
In 2016, Meghan Holtz interned at Johnson & Johnson as an FP&A Medical Devices Intern. This internship lasted for three months and was based in New Brunswick, New Jersey. The position likely involved financial planning and analysis within the medical devices sector, although specific tasks are not detailed.
Externships at Spencer and Ralph Lauren
Meghan Holtz also gained experience through externships at Spencer and Ralph Lauren. Both externships took place in 2016 and 2015, respectively. The role at Ralph Lauren was based in New York, New York, while the specifics of the role at Spencer are not detailed.