Trey Lundgren

Investment Banking Executive Director at Moelis & Company

Trey Lundgren is a seasoned investment banking professional currently serving as an Executive Director at Moelis & Company since July 2017. Lundgren has progressed through various roles within the firm, including Vice President and Associate, after initially joining as a Summer Associate in 2016. Prior experience includes a Private Equity MBA Internship at River Cities Capital Funds and consultancy at Pipaya Partners, LLC, focusing on M&A due diligence for clients in aerospace, defense, and government services. Prior to entering investment banking, Lundgren worked at PwC as a Senior Associate and Associate in Management Consulting, providing financial and operational strategy insights to clients across healthcare, defense, and financial services sectors. Lundgren holds an MBA from Duke University's Fuqua School of Business, participated in an MBA exchange program at Melbourne Business School, and earned a Bachelor of Science in Accountancy from Miami University.

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