Jonathan O'Connor

Jonathan O'Connor is a Director at BlackArch Partners, a middle-market investment bank based in Charlotte, North Carolina. He has been with BlackArch since March 2017, where he plays a key role in providing investment banking services.

Professional Background

• Current Position: Director at BlackArch Partners (March 2017 - Present)
• Previous Experience:
  • Officer at M&T Bank (August 2014 - October 2016)
  • Co-founder and Vice President at LifeNet International (December 2008 - June 2012)
  • Analyst at CNL Financial Group (August 2005 - December 2008)

Education

• Master of Business Administration (MBA) in Business Development and Growth from the University of Virginia - Darden Graduate School of Business Administration (2012 - 2014)
• Bachelor of Science (BS) in Finance from Southeastern University (2000 - 2004)

Certifications

• WSET Level I from the Wine & Spirit Education Trust (October 2022)
• Passed Level I of the CFA Exam (June 2016)
• Series 79 and Series 63 licenses from the Financial Industry Regulatory Authority (FINRA) (both issued April 2017)

Skills and Expertise

Jonathan has extensive experience in finance and investment banking, focusing on business development and growth strategies. His background includes significant roles in both corporate finance and international operations, indicating a well-rounded expertise in financial services.

Jonathan O'Connor's profile reflects a commitment to excellence in investment banking, with a strong educational foundation and diverse professional experiences that contribute to his effectiveness in the field.