M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Jeana D'Agostino

Managing Director
Brean Capital, LLC
United States
LinkedIn profile link

Bio

Jeana D'Agostino is the Managing Director at Brean Capital, LLC, a position she has held since February 2019. Based in New York, she brings extensive experience in institutional sales and investment advisory. Prior to joining Brean Capital, Jeana served as a Senior Institutional Sales Strategist at Stackfolio from January 2018 to November 2018. Her career also includes roles at Macquarie Group, where she worked in Sub-Advisory Sales and as an Internal Consultant, and at Lincoln Financial Advisors as an Investment Advisor Representative. Jeana began her career as a Paraplanner at Ameriprise Financial Services, Inc. in March 2006. Her professional journey reflects a strong background in financial services and sales strategy.

Tags

Financial Services
Investment Management
Sales Strategy
Institutional Sales
Advisory Services

Experience

Brean Capital, LLC
Managing Director
2019-02-01
Stackfolio
Senior Institutional Sales Strategist
2018-01-01
2018-11-01

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