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Favorite Parts of Being a Managing Director at Qualia Legacy Advisors

Aaron, Managing Director at Qualia Legacy Advisors, identifies "getting deals over the finish line" as the biggest challenge in the role, citing the complexity of transactions and the many external factors influencing their success. This difficulty, however, is balanced by the immense satisfaction of "completing a transaction."

Executive/Leadership, Overcoming Challenges, Achieving Goals, Project Management, Problem-Solving

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

aaron meyerson

Managing Director

Qualia legacy Advisors

UC Berkeley

Stanford MBA

Economics

Arts, Entertainment & Media, Finance (Banking, Fintech, Investing)

Finance

None Applicable

Video Highlights

1. Successfully completing complex transactions is challenging but rewarding.

2. Many factors beyond one's control can impact deal closures.

3. The role requires managing various stakeholders and navigating unexpected issues.

Transcript

What is your biggest challenge in your current role?

I think the biggest challenge is getting deals over the finish line. The challenge is that many factors are out of your control when you're working on transactions. They are very complex.

You've got clients, you've got investors, and things arise. It can delay deals, and sometimes they can fall apart. So the challenge is that your job is to get the deal done, not started.

That's the job. And that can be the challenging part. But also the most satisfying part is actually completing a transaction.

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