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Carissa Burns

Director
Client Relationship Management

Corporates | Kennett Square, PA

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About Carissa

Carissa is a Director on the Corporate Client Relationship Management team. She brings over 25 years of experience in the financial services and financial technology industries. She served in sales and account management roles in the fintech sector at both ICD and Reval, where she worked with Fortune 1000 corporations and financial institutions to automate their treasury and risk management operations globally. Prior to Reval, Carissa was a Managing Director in the Corporate and Investment Bank at Wachovia, serving in senior sales and leadership positions on both the FX and Interest Rate Derivatives desks. Carissa graduated summa cum laude from Converse College with a degree in Mathematics and Economics.

Expertise

  • Corporates
  • Interest Rate Risk Management
  • Foreign Currency Risk Management
  • Commodity Risk Management
  • Hedge Accounting
  • Valuation
  • Regulatory Compliance Advisory

Related Team Members

  • Amol Dhargalkar

    Managing Partner, Chairman
    Global Head of Corporates

    Kennett Square, PA

  • Jason Peterson

    Managing Director
    Client Relationship Management

    Corporates | Kennett Square, PA

  • Matt McGill

    Director
    Client Relationship Management

    Corporates | Kennett Square, PA

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Our Team

We’re lifelong learners. Passionate problem-solvers. Insightful thinkers and dynamic doers, transforming our expertise into your opportunity.

What We Do

Discover how we effectively manage and mitigate financial risk with advisory, process, and technology.