Wm. Lee Merritt

General Counsel at Bridgepoint Investment Banking

Wm. Lee Merritt has a diverse and extensive work experience spanning multiple industries. In 1973, they worked as a Tax Accountant at Touche Ross until 1977 when they transitioned into the role of a Business and Tax Attorney at Kelly Wallace Moore & Merritt, PC. Lee joined Woods & Aitken LLP in 1980 as an associate business lawyer and quickly became a partner in 1981. Wm. Lee served as Head of the Business Transaction Department and played a pivotal role in the firm's management committee until approximately 2012. Next, they took up the position of Senior Director & Vice President of Business Development at First National Bank of Omaha in 2014, where they leveraged their legal and accounting knowledge to meet corporate banking needs. Currently, they serve as the Managing Director & General Counsel at Bridgepoint Investment Banking, a boutique investment bank focused on providing capital raising and M&A advisory solutions.

Wm. Lee Merritt has a robust education history that spans several years and includes various degrees and certifications. Wm. Lee began their educational journey in 1964, when they attended Lincoln Southeast High School. After completing their high school education in 1967, Merritt enrolled at the University of Nebraska College of Business Administration, where they pursued a Bachelor of Science in Business Administration (BSBA) with a focus on Accounting. Wm. Lee successfully completed their Bachelor's degree in 1971.

Following their undergraduate studies, Merritt continued their education at the University of Nebraska College of Law. From 1971 to 1974, they devoted their time to the study of Business and Tax Law, culminating in the completion of their Juris Doctor (JD) degree.

Alongside their formal education, Merritt also obtained additional certifications throughout their career. In 1974, they became licensed to practice law in the State of Nebraska through approval from the Nebraska Supreme Court. In 2016, they were accredited as an attorney by the U.S. Department of Veterans Affairs. Lastly, in 2020, they completed a course called "Guy Kawasaki on Turning Life Wisdom into Business Success" offered by LinkedIn.

Based on the provided information, it can be concluded that Wm. Lee Merritt has a solid educational background in business administration, tax law, and general studies, supported by their bachelor's degree in Business Administration and Juris Doctor degree in Business and Tax Law.

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Timeline

  • General Counsel

    January 1, 2022 - present

  • Managing Director & General Counsel

    September, 2015

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