Philip Rajan, CFA
senior vice president at intrepid financial partners@ Intrepid Financial Partners
Houston, Texas, United States
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Philip Rajan, CFA is a versatile and strategic finance leader with 15 years of experience, including 12 years of energy investment banking and three years of valuation/TAS experience. He has extensive M&A experience and capital raising experience in corporate finance and the energy industry. Philip has a strong background in mergers and acquisitions, financial modeling, investment banking, and financial analysis. He is recognized for his expertise in corporate finance and the energy industry, transaction execution and management, effective communication, critical thinking, and team leadership. Philip is a Charterholder Series member with 63, 79, & 82.
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@gmail.com
@intrepidfp.com
+1 832582****
+1 212388****
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About

Versatile and Strategic Finance leader with 15+ years of experience, including twelve years of energy investment banking and three years of valuation/TAS experience. Extensive M&A (public-to-public mergers / sell-side mandates) and capital raising (both public and private markets) experience Recognized by clients and colleagues for in-depth knowledge of corporate finance and the energy industry, transaction execution and management, effective communication and presentation, critical thinking & creativity, team leadership, and junior mentorship CFA Charterholder Series: 63, 79, & 82

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Work Experience

540 Madison Avenue, New York, NY, 10014, US

Financial Services

57
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Philip Rajan, CFA's Professional Milestones

  • Associate (2010-10-01~2014-04-01): Contributed to cross-functional teams to successfully execute complex projects, demonstrating exceptional operational efficiency and project leadership.
  • Vice President (2015-08-01~2021-09-01): Overseeing team operations and driving strategic initiatives to achieve unprecedented profitability.
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