Alex Balleza
About Alex Balleza
Professional Title: Alex Balleza
Alex Balleza holds the position of Senior Associate. In his current role, he employs his analytical and financial skills to contribute to various projects and initiatives. His responsibilities include detailed financial modeling and conducting comprehensive market research. This position allows him to leverage his extensive background in finance and investment banking to offer valuable insights and support to his team.
Education and Expertise
Alex Balleza received a Bachelor of Science (B.S.) in Finance from Bentley University. This academic background provided him with a strong foundation in financial principles, market analysis, and investment strategies. Bentley University is known for its rigorous finance program, equipping graduates with the knowledge and tools necessary for successful careers in the financial industry.
Previous Experience at Wells Fargo Securities
Before becoming a Senior Associate, Alex Balleza worked as an Investment Banking Analyst at Wells Fargo Securities. In this role, he advised on mergers and acquisitions, leveraged buyouts, and debt and equity financings, particularly in the Financial Institutions space. His work involved extensive analysis, preparation of financial documents, and collaboration with senior bankers and clients to execute complex financial transactions.