Andrew Spiegel (Sr. Mentor)

BIO

Hello! My name is Andrew Spiegel. I am a Vice President on the Truist Securities Technology, Media & Telecom Leveraged Finance team based in Charlotte, NC. My role is focused on advising corporate clients and financial sponsors on the origination, structuring and execution of institutional loans, high yield bonds and bank loans for LBO, M&A, recapitalization and refinancing transactions. Prior to Truist, I spent roughly three years in Public Accounting, including Grant Thornton’s Transaction Advisory Services group and Deloitte’s Audit practice. I graduated from the University of South Carolina with a double major in Finance and Accounting and obtained my CPA license in the State of New York shortly after graduating. I was drawn to Investment Banking, albeit “late to the game”, as I gained an appreciation for how Investment Banks helped businesses of all shapes and sizes achieve some of their most significant milestones and growth objectives. As someone who attended a “Non-Target” university and did not have strong connections into “high finance”, I can provide a unique perspective on what it will take to break into the industry. I am also active with my firm’s recruiting initiatives, so I can provide specific insights into our talent acquisition process. If you’d like to chat, please reach out to proformafutures@gmail.com and the team will coordinate a call.

EXPERIENCE
Corporate Finance & Investment Banking

INDUSTRY (CURRENT)
Investment Banking

FIRM (CURRENT)
Truist

INDUSTRY (PRIOR)
Corporate Finance

FIRM (PRIOR)
Grant Thorton

EMAIL
proformafutures@gmail.com