Curtis Carpenter is Principal and Head of Investment Banking for Sheshunoff & Co. Investment Banking. He also serves as Executive Director of The CEO Affiliation Program. Curtis has been involved in almost 100 successful merger transactions representing both buyers and sellers. Prior to joining Sheshunoff & Co. Investment Banking, Curtis helped direct the extensive merger and acquisition activity of a large regional bank holding company. His additional experience includes serving as CFO of a financial institution and the audit department of KPMG in Dallas.
Curtis is a frequent speaker at conferences throughout the country for both state and national organizations and has been a featured industry specialist for one of the world’s largest international accounting firms. He is frequently quoted as an industry expert in newspapers throughout the country, including the Wall Street Journal, Bloomberg and CNBC.
Curtis is a registered representative with FINRA and holds the Series 62 and 63 licenses.