Alexa’s background in insurance and financial services provides the framework for valuation. She has experience working in both small and large-sized companies, along with holding various positions of leadership within each organization. Alexa also brings experience in documentation and risk management through her years of work in the insurance segment. Since joining ESI in 2022, she performs analysis related to valuations of privately-held companies, including firms with employee stock ownership plans. She is skilled in the areas of gathering due diligence information, analyzing guideline public companies, and examining the M&A market.
- MS – Finance with CFA concentration – Purdue University Online
- BS – Business Administration – Cardinal Stritch University