Carlo Porreca

Carlo Porreca has a diverse work experience in the finance industry. Carlo currently serves as the Managing Director at Wall Springs Capital, Inc., where they connect privately owned, lower middle market businesses with investors seeking capital. Carlo also holds the position of Managing Director at Oberon Securities, LLC.

Prior to their current roles, Carlo worked at Grant Thornton LLP as a Director, where they sourced investment opportunities and introduced them to institutional investors and investment banks. Carlo also worked at Nixon Peabody LLP as a Director, where they originated investment opportunities and connected companies seeking capital with institutional investors.

Carlo's previous experience includes roles at Raymond James as Senior Vice President, where they originated M&A engagements, and at Comvest Partners as Vice President, where they led the business development and marketing team. Carlo has also worked at PricewaterhouseCoopers as a Director, developing new business opportunities, and at Pine Tree Equity Partners as a Managing Director, leading business development and marketing activities.

Earlier in their career, Carlo held a managerial position at Grant Thornton and PricewaterhouseCoopers, where they developed new business opportunities through business development efforts.

Overall, Carlo Porreca has extensive experience in sourcing investment opportunities, connecting companies with capital, and developing new business in the finance industry.

Carlo Porreca holds a Master of Business Administration (MBA) degree from Purdue University Daniels School of Business. Carlo also possesses a Bachelor of Science (BS) degree from Rutgers University - Camden. In terms of certifications, they obtained the Series 63, Uniform Securities Agent certification from FINRA (Financial Industry Regulatory Authority) in 2018. In 2015, they acquired the Series 79, Investment Banking Representative certification from the Financial Industry Regulatory Authority (FINRA). Additionally, Carlo Porreca holds an inactive Certified Public Accountant (CPA) license from Pennsylvania, which they obtained in 1993.