M&A advisers

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

Kelly Schroeder

Managing Director
JonesTrading
United States
LinkedIn profile link

Bio

Kelly Schroeder is the Managing Director at JonesTrading, a prominent investment bank in the United States. She assumed this role in October 2023. Prior to joining JonesTrading, Kelly served as the Director of Capital Introduction at Wells Fargo Securities from February 2015 to October 2023. Her extensive experience in the financial sector also includes roles at Trading Technologies, where she worked in Business Development and Capital Networking from 2009 to 2015, and Buyside Sales from 2006 to 2009. Kelly began her career as a Credit Analyst at Lake Forest Bank & Trust in 2004. She is based in Raleigh, North Carolina.

Tags

Investment Banking
Financial Services
Capital Markets
Trading Technologies
Banking

Experience

JonesTrading
Managing Director
2023-10-01
Wells Fargo Securities
Director, Capital Introduction
2015-02-01
2023-10-01

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