Leadership | Michelle Moreno - CFA Managing Director
Ms. Moreno has over 20 years of investment banking experience for public and private companies at various lifecycle stages, from emerging growth through global leaders. Her transaction experience encompasses public and private equity and debt, sell side and buy side mergers and acquisitions, restructuring and refinancing, and strategic advisory. She has focused in the Business Services sector and related technologies, including outsourced CRM (contact centers and business process outsourcing), education, healthcare, human capital management, marketing, secure and specialized populations (including corrections), and retail.
Prior to joining Dresner Partners, Ms. Moreno led Services investment banking at First Analysis focusing on growth companies. Previously, Ms. Moreno led Packaging investment banking at CIBC World Markets and covered general industries (including financial institutions) at Union Bank of Switzerland.
Ms. Moreno is active in selected civic and community organizations. She is a director of the Chicago Finance Exchange, co-chair of the Global Investment Research Challenge at CFA Chicago, is a member of the CFA Institute, chairs the Economics Development Council at the University of Illinois at Urbana-Champaign, and chairs the Audit Committee of the City of Lake Forest. She is a CFA charterholder.
M.B.A. Investments, California State University - Fullerton
B.A. Economics and French, University of Illinois at Urbana-Champaign