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Education & Certification
- M.B.A — University of Southern California
- Graduate Certificate in Financial Analysis & Valuation— University of Southern California
- Registered Investment Banking Representative (Series 79 and 63)
About Brandon
Brandon is a vice president at Ambrose Advisors. Since 2007, he has had relevant experience in commercial banking, leveraged finance, mezzanine lending, and buy-side M&A. His primary responsibilities include capital raising, debt structuring, and execution of corporate finance transactions for Ambrose Advisors’ investment banking division.
Prior to Ambrose Advisors, Brandon was a senior vice president and relationship manager at Zions Bancorporation N.A. for 10 years. During his time at Zions he structured senior debt facilities for a wide array of uses including growth, refinance, recapitalization, working capital, and leveraged M&A. Brandon also oversaw the formation of the ESOP lending platform and grew the portfolio to $120M for the bank’s California affiliate, CB&T. Prior to his commercial banking experience, Brandon worked as a corporate finance associate in private equity and mezzanine lending with a focus on privately held companies in infrastructure, telecom, and apparel.
Brandon received his MBA and Graduate Certificate in Financial Analysis & Valuation from the University of Southern California. He received a BA in Business Administration from Arizona State University. He holds his Series 79 and 63 Securities Registrations through FINRA. He is an active member of the National ESOP Association and the Trojan Alumni Association.