Director of Financial Advisory Services

3 days ago


Dana Point, California, United States MarshBerry Full time

Join Our Team at MarshBerry

We are a dynamic and innovative company that provides consulting services in the financial services industry. Our team of experts helps clients learn, improve, and realize their value through innovative and customized solutions.

About the Role

We are seeking a highly skilled Vice President, Investment Banking to join our Financial Advisory Team. As a key member of our team, you will lead transaction teams, conduct hands-on analysis, drive growth, and ensure our services are delivered effectively and efficiently.

About the Company

Marscherry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do

We provide consulting services in the financial services industry primarily to independent insurance agents, brokers, and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange, and information services.

Our Mission

At Marscherry, our mission is to help our clients learn, improve, and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.



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