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Jeffrey Modisett

VP of Business Development specializing in FinTech M&A and capital raising

Financial Technology PartnersVirginia Commonwealth UniversityNew York, NY11 Years ExperienceExecutive LevelWorks On-Site

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Experience

Vice President – Business DevelopmentFinancial Technology Partners (FTP) · Mar 2025 – Present
Investment Banking Senior Analyst – Financial Institutions GroupMacquarie Capital · May 2023 – Sep 2024
Manager (Advisory) – Financial ServicesKPMG · Sep 2021 – Apr 2023
Senior Associate (Advisory) – Banking & TransformationPricewaterhouseCoopers (PwC) · Oct 2019 – Sep 2021
Senior Consultant – Banking, Insurance & Capital MarketsNavigant Consulting · Nov 2017 – Oct 2019
Associate (Advisory) – Risk Consulting (Financial Services & Telecom)KPMG · Mar 2015 – Nov 2017

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Education

Virginia Commonwealth Universitymaster, Business (Finance concentration)
Wake Forest Universitybachelor, Economics

Skills

Business DevelopmentProject ManagementRegulatory ComplianceTableauDue DiligenceStrategic AnalysisCompany ValuationDiscounted Cash Flow (DCF)Company ComparablesPrecedent TransactionsMergers & Acquisitions (M&A)Private Capital RaisingInvestment BankingFinancial ModelingLeveraged Buyout (LBO) Modeling

Languages

EnglishSpanish

Certifications

Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 63FINRA Series 79Accounting Certificate (UCLA)Chartered Financial Analyst (CFA) Level I

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Connect with Jeffrey

Jeffrey already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Hire with Reval

Find your next great hire

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Jeffrey ModisettVP of Business Development specializing in FinTech M&A and capital raising