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Buy Side, Sell Side & Operational Advisory, Advanced Analytics

Adam is a Manager who provides buy side, sell side and operational advisory services for private equity clients. Through leveraging next generation BI tools, he provides clients with advanced analytics on financial metrics, customer trends, and product performance.


Before joining MGMT3D, Adam was a graduate student instructor at the University of California, Berkeley and taught corporate finance in the Executive MBA Program. Prior to that Adam worked for three years at CUNA Mutual Group in their Finance Leadership Program. Throughout the program he worked in the following areas: Corporate Venture Capital, Fixed Income, FP&A, and Capital Markets.


Adam earned his MBA from the University of California Berkeley, his Bachelor’s degree in Finance and Economics from the University of Wisconsin La Crosse, and has passed Level 3 of the Chartered Financial Analyst exam series.