Vlad B.

Vlad B.

Investment Banking Analyst @ Performance Trust Capital Partners

About Vlad B.

Vlad B. is an Investment Banking Analyst currently employed at Performance Trust Capital Partners in Charlotte, North Carolina. He has a diverse background in finance, including roles in mortgage banking and wealth management, and holds degrees from Duke University and Nebraska Wesleyan University.

Work at Performance Trust Capital Partners

Currently, Vlad B. serves as an Investment Banking Analyst at Performance Trust Capital Partners. He has held this position since 2021, contributing to the firm's focus on financial institutions. His role involves analyzing and providing insights on community banks, regional banks, and credit unions. Vlad's experience in investment banking enhances the firm's capabilities in serving its clients.

Education and Expertise

Vlad B. holds a Master of Management from Duke University - The Fuqua School of Business. He also earned a Bachelor of Arts degree in International Business and Liberal Arts, with a minor in German, from Nebraska Wesleyan University. Additionally, he gained international academic experience through a study abroad program in Germany at Catholic University of Eichstätt-Ingolstadt, where he studied Internationale Betriebswirtschaft (BWL). This educational background equips him with a diverse skill set relevant to his roles in finance.

Background

Vlad B. has a diverse professional background in the financial sector. He began his career as a Mortgage Banking Analyst at West Gate Bank in Lincoln, Nebraska, where he worked for ten months in 2019. Following this, he gained experience as an Investment Banking Winter Analyst at MD Global Partners, LLC in New York for two months in 2020. He also worked as a Wealth Management Summer Analyst at D.A. Davidson Companies in Omaha, Nebraska, for two months in the same year. His varied roles have provided him with a solid foundation in both wealth management and mortgage banking.

Achievements

Vlad B. has accumulated significant experience in the financial industry through various roles. His work has primarily focused on community banks, regional banks, and credit unions within the Financial Institutions Group. His analytical skills and understanding of financial markets have been developed through his educational pursuits and professional experiences, contributing to his effectiveness in investment banking.

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