Joe M.
About Joe M.
Joe M. serves as Vice President at KPMG Corporate Finance LLC, bringing extensive experience in corporate finance and strategy from various roles at notable companies. He holds an M.B.A. from the University of Virginia Darden School of Business and a J.D. from the University of Virginia School of Law.
Current Role at KPMG Corporate Finance LLC
Joe M. serves as Vice President at KPMG Corporate Finance LLC, a position he has held since 2022. In this role, he applies his extensive knowledge in corporate finance to advise clients on various financial matters. His responsibilities include guiding companies through mergers and acquisitions, capital formation, and corporate strategy. Joe's expertise in the financial sector enhances KPMG's capabilities in delivering strategic financial solutions.
Previous Experience in Corporate Development
Joe M. has held multiple roles in corporate development, including positions at Reputation and Plastiq. He worked as Corporate Development Senior Manager at Reputation from 2020 to 2021 and briefly served as Corporate Development Director in 2021. Additionally, he was Head of Investor Relations & Corporate Development at Plastiq from 2021 to 2022. These roles involved strategic planning and execution of business development initiatives.
Educational Background and Expertise
Joe M. has a robust educational background in finance and law. He earned a Doctor of Law (J.D.) from the University of Virginia School of Law, focusing on Banking, Corporate, Finance, and Securities Law. He also holds an M.B.A. in International Finance from the University of Virginia Darden School of Business and a B.A. in International Studies from The Johns Hopkins University. This academic foundation supports his expertise in international finance and corporate strategy.
Career History in Financial Services
Joe M. has a diverse career in financial services, with significant roles at major firms. He worked at Citi in Strategy & Planning from 2005 to 2008 and was an Investment Banking Associate at Wells Fargo Securities from 2014 to 2015. His experience also includes positions at Warner Bros. Entertainment, where he held various strategy and business development roles from 2015 to 2018. This extensive background in finance and strategy informs his current work.
Advisory Role in Technology and Media
Joe M. advises companies at the intersection of technology and media, focusing on mergers and acquisitions, capital formation, and corporate strategy. His experience in both legal and financial aspects of corporate finance enables him to provide valuable insights to clients navigating complex business landscapes. This advisory role is supported by his comprehensive background in corporate finance and investment banking.