Office
Greenwich
Hometown
Miami, FL
Residence
New York, NY
Juliette
Bolea
Investment Team
"I always loved being a student. Growing up, my Dad reminded me continuously my main responsibility was to learn. That mindset stuck around. As an investor, I get to go back to the classroom every single day to learn and ask questions. Technology and entrepreneurship starts with intellectual curiosity."
Office
Greenwich
Hometown
Miami,
FL
Residence
New York,
NY
As the daughter of a Mexican immigrant, Juliette grew up in Miami and continuously went back to Mexico. These experiences further solified a love for learning and also a desire to build relationships with those of different backgrounds. She recieved a full-ride, trustee scholarship to the University of Southern California, where she held 10+ leadership roles across organizations. She began her career at Bank of America Merill Lynch. After this role, she joined Lazard's TMT investment banking practice and played a central role in technology carve-outs and SPACs, media restructurings and telecom buy-outs. Technology clients and deals excited her the most. Now, she spends her time only on those at Activant; all while meeting founders from all over the world!
Education
University of Southern California
B.S., Finance
Relevant Experiences
Lazard
TMT Investment Banker
2 Years
Collaborated with management teams and boards of directors on their most critical decisions for companies across countries, industries, and scale from growing startups to Fortune 500 market leaders.
Responsibilities
Advised clients on a range of transactions in the technology, media and telecom industries. These included carve-outs, acquisitions, restructurings, leveraged buy-outs, activist defense engagements and other strategic or capital structure considerations.
About Lazard
Lazard is a leading, global investment banking and financial advisory firm.
Bank of America Merrill Lynch
Global Banking & Markets
<1 year
Dove headfirst into the sink-or-swim, fast-paced ecosystem of the financial markets
Responsibilities
Conducted business strategy, comprehensive modeling, project management, and qualitative & quantitative research on the mortgages fixed income trading desk and investment banking divisions with a special focus on securitized financial products.
About Bank of America Merrill Lynch
Bank of America Merrill Lynch is an American multinational markets and investment banking division of Bank of America.