Professional Overview

Umber Gosain is a seasoned financial expert currently serving as VP, Investment Banking. Her key expertise areas include investment banking, asset & wealth management, and mergers & acquisitions, with a strong focus on the financial services industry.

Experience Summary

Current Role

Umber Gosain is currently the VP, Investment Banking at Houlihan Lokey, a position she has held since August 2024. Her current role involves overseeing investment banking operations, managing client relationships, and leading deal teams to deliver strategic advisory services and transaction execution. Although specific achievements in her current role are not available, her experience and expertise continue to drive industry impact.

Career Progression

Umber Gosain's career progression showcases her growth and expertise in investment banking. Notable previous roles include VP, Asset & Wealth Management Investment Banking at Raymond James (2020-2024) and Investment Banking | M&A at Evercore (2015-2020). These roles have contributed to her career trajectory and growth, with key achievements in managing complex deals and providing strategic advisory services to clients.

Areas of Expertise

Umber Gosain's areas of expertise include:

• Industry-specific skills: Investment banking, asset & wealth management, and mergers & acquisitions

• Technical competencies: Financial modeling, deal execution, and client relationship management

• Leadership and management capabilities: Team leadership, strategic advisory, and transaction execution

Professional Impact

Although specific notable projects or initiatives are not available, Umber Gosain's experience and expertise in investment banking have likely contributed to significant industry contributions and measurable achievements.

Conclusion

Umber Gosain's professional trajectory demonstrates her expertise and growth in investment banking. Her current focus on investment banking and strategic advisory services continues to drive value for her clients and the industry. With her strong background and expertise, Umber Gosain is well-positioned to deliver high-quality services and achieve significant results in her current and future roles.