Rocky Golem

Managing Director and Partner

With work experience over 21 years, this expert is nowadays working at Waller Helms Advisors situated in 226 as a Managing Director and Partner. Rocky received his education from 2005 to 2007 at the University of Chicago Booth School of Business. This expert has gained certifications in : Chartered Financial Analyst, Series 79, Series 63 and Series 24, and Finra. Rocky lives in Chicago, Illinois. To contact with Rocky, you can look for their phone number or email or get additional information by requesting access to Rocky Golem's further details.
Name variants:
Rocky Golem
Last updated Jun 14, 2024

Contact Information

Last Update
Jul 11, 2022
Email
rg**@stoneridgeadvisors.com
Location
Chicago, IL

Workplace

Waller Helms Advisors
Managing Director and Partner

Chicago, IL

Industry

Investment Banking, Nonclassifiable Establishments

Work History

Managing Director and Partner

205 west Wacker Dr, Chicago, IL 60606
from Jun 2019

Managing Director

Chicago, IL
Identify, evaluate and execute M&A and capital raising transactions for insurance industry clients.
Jun 2007 — Jun 2019

Vice President

Sourced, evaluated and executed buyout transactions in the financial services and business & media services industries.
Sep 2003 — May 2007

Associate

Jul 1998 — Aug 2003

Occupations

Executive
Chief Executive Officer
Partner
Corporate Executive
Chief Executive

Skills

Mergers and Acquisitions
Financial Services
Valuation
Financial Modeling
Due Diligence
Risk Management
Financial Analysis
Investment Banking
Insurance
Private Equity
Corporate Finance
Mergers
Strategic Planning
Investments
Executive Management
Business Strategy
Capital Raising
Portfolio Management
Corporate Development
Finance
Underwriting
Financial Risk
Property and Casualty Insurance
Management Consulting
Accounting
Reinsurance
Liability
Claim
Lbo
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