Tell me a little bit about your background. Were you always focused on finance as…
TiffanyJuly 26, 2023
Your background is in lending. How does that help in your day-to-day interactions with potential…
connie.zhao@varident.comJuly 13, 2022
Your career path at CMA is a bit unique—you joined the firm soon after college,…
sem@varident.comMarch 29, 2022
What lessons has the pandemic taught you about how to communicate most effectively with clients…
sem@varident.comDecember 17, 2021
You’ve had a different career path than many others at Carl Marks Advisors, having started…
connie.zhao@varident.comMay 5, 2021
What originally drew you to a career in advisory services and investment banking? Were there…
jkrattiger@carlmarks.comSeptember 30, 2019
How has your career progressed during your time at CMA? How long have you been…
jkrattiger@carlmarks.comMarch 26, 2019
What attracted you to Carl Marks Advisors when you joined? I found the size of…
connie.zhao@varident.comDecember 19, 2018
Jeffrey Pielusko discusses the skills he has acquired over the four years he has worked…
carlmarksSeptember 27, 2018
Marc Pfefferle, Partner, shares how he began his career at Carl Marks Advisors nearly 25…
carlmarksJune 27, 2018
David Endo, Director, shares how his experiences at Carl Marks Advisors have expanded his skills,…
carlmarksMarch 28, 2018
