National Client Relationship Executive
New York, NY
Vivian Lara leads business development efforts nationwide for the firm’s Financial Sponsors & Financial Services, and Value360. In this role, she interacts daily with private equity / independent sponsors / portfolio company executives, family offices, investment bankers and M&A advisers cultivating / maintaining relationships, increasing awareness of firm capabilities, understanding client needs and serving as a liaison between clients and firm experts across all industry groups and service lines (advisory, audit, and tax).
A strategic business development leader focused on client satisfaction and retention, Vivian has more than 25 years of experience as a client relationship executive with professional services organizations. She spent over 12 years in progressive leadership roles with Big 4 firms where she was responsible for marketing, client relations, and selling professional services (audit, tax, and consulting).
MBA, Finance – Florida International University
BA, Marketing and International Business – Florida International University
Alliance of Merger & Acquisition Advisors, South Florida Chapter - Chair
Association for Corporate Growth, South Florida Chapter
XPX Exit Planning Exchange
Turnaround Management Association