Dean is an Analyst, responsible for the primary creation of marketing and deal execution material, forecasting/modeling, research, coordination of due diligence materials and general deal execution administration. He supports the day-to-day needs of the Dealership M&A Advisory Services Team and is based out of the Atlanta office.
Prior to joining Presidio in 2025, Dean served as an Account Executive at Fisher Investments, where he communicated Fisher’s value proposition to high-net worth investors and arranged meetings for the regional sales partners.
Dean graduated cum laude from The University of Georgia with a B.B.A in Finance.
Dean is licensed at FINRA, please see FINRA’s BrokerCheck for more information.