De-Risking Deals & De-Risking Investments
Presented By: Aon / TSPN Wealth Management (Merrill Lynch)
Panelists and description to be announced soon.
Panelists:
Managing Director
TSPN Wealth Management, Merrill
Jeremy is a Managing Director, Wealth Management Advisor and Equity Plan Consultant with Merrill.
As the managing member of TSPN Wealth Management Group, his objective is to help simplify the complexities of relationships with regards to the enterprise at Bank of America/Merrill.
He started his career at Merrill Lynch Wealth Management after graduating from Texas A&M's Mays school of business. He was recruited from Merrill in February of 2008 to open the downtown Houston office for Morgan Stanley. After 8 years of service, where he was a Family Wealth Director, he was recruited to Merrill to build the team that is today called TSPN Wealth Management Group.
Managing Director; Co-Practice Leader, M&A and Transaction Solutions
Aon
Matthew Wiener is the co-practice leader for Aon’s Transaction Solutions team. In this role, Mr. Wiener is responsible for the development and implementation of transactional-based risk solutions for M&A transactions and alternative investments.
Prior to joining the Aon Transaction Solutions team, Matthew was an attorney at Vinson & Elkins LLP, where he specialized in M&A, corporate finance and securities law.