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Meet Trey Echols

Deloitte Corporate Finance LLC

Head of Business Development
Deloitte Corporate Finance LLC
Charlotte, North Carolina

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Profile

Based in Charlotte, Trey is responsible for Deloitte Corporate Finance LLC’s (DCF) business development operations in the United States. Trey has more than 17 years of investment banking, commercial banking, private banking, and financial advisory experience assisting private entities, high-net-worth families, and individuals throughout the acquisition, capital raising, private finance, and corporate banking process. Throughout his career, he has led teams operating through unique channels and in a variety of industries across the United States.

Experience

  • Served as head of business development at McColl Partners, LLC, leading a team responsible for generation of corporate finance advisory relationships.
  • Served as divisional credit executive at a leading investment bank in its Structured Lending group for the central United States.
  • Led the integration and establishment of a national wealth management banking unit in the Chicago-based Midwest region.
  • Based in Chicago, served as division bank head of a national investment bank’s private banking, commercial banking, and consumer banking platforms across the Midwestern United States.
  • Served as a transition leader for the commercial banking team at this national investment bank during its sale to another entity.
  • Established the commercial banking channel of this investment bank through its advisory business in Alabama, Mississippi, and Northwest Florida.

Professional Affiliations

  • Executive’s Club of Chicago
  • Frequently involved in conferences and seminars involving business development strategies and connecting private companies with sources of capital

Education & Certifications

  • Birmingham-Southern College: BS, Finance

 

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