Marye Moran, CFA

Associate
  • 5 years of financial services experience including time with Carl Marks Advisors and in the credit group at Morgan Stanley.
  • Experience in both consulting and investment banking engagements.
  • Specializes in cash flow modeling, financial forecasting, and working capital management.

Marye Moran has 5 years of experience providing operational consulting and investment banking services, with a focus on strategy, financial analysis, and liquidity planning.

Ms. Moran works with management teams and company owners to develop financial forecasts and design and execute on profit-improvement plans. Ms. Moran also has experience with capital raises, asset divestitures, valuations, and corporate restructurings.

Ms. Moran graduated cum laude from Boston College. She is a FINRA General Securities Representative and a Chartered Financial Analyst.