Elizabeth has over 10 years of experience in the financial services sector and oversees project management and staffing for various engagements including ESOP valuations and transactions, fairness opinions, and solvency opinions.
Prior to joining Pendo, Elizabeth was a Senior Associate within the investment banking practice at Duff & Phelps, LLC where she focused primarily on ESOP transactions, private business valuations, fairness and solvency opinions, and mergers and acquisitions. Elizabeth also held positions at Morgan Stanley and Baird and Warner. Prior to that, Elizabeth successfully completed the Commercial Banking Development Program at Bank One where she focused on middle market general and asset based lending, commercial real estate underwriting, and investment grade securities bond originations.
Elizabeth graduated with honors from Northern Illinois University with a Bachelors of Science in Finance and a minor in Economics.