Brian Zhou, Investment Banking Associate at MarshBerry

Brian Zhou

Investment Banking Associate at MarshBerry | New York City Metropolitan Area, United States

Profile last verified July 2026
Investment Banking Verified Profile New York City Metropolitan Area, United States Baruch College
Verified

Work Email

***@opco.com

Last verified August 2026

Personal Email

***@baruchmail.cuny.edu

Personal • High Confidence

Phone Number

(71*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Brian Zhou Socials
Brian Zhou Work Experience

Investment Banking Associate at MarshBerry in April 2023 - Present

Transaction Advisory Services - Manager at RSM US LLP in January 2023 - March 2023

Transaction Advisory Services - Senior Associate at RSM US LLP in September 2020 - December 2022

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Senior Tax Accountant at EY in January 2017 - September 2020

Tax Intern at International Wealth Tax Advisors, LLC in June 2016 - October 2016

Tax Intern at Prager Metis CPAs, LLC in January 2014 - January 2015

Accounting Intern at Monarch Business and Wealth Management in August 2013 - January 2014

Bank Teller at TD in June 2012 - January 2014

Brian Zhou Education

Baruch College, Master of Science (M.S.)

Baruch College, Bachelor of Business Administration (BBA)

Brian Zhou Skills
Investment Banking Transaction Advisory Mergers & Acquisitions (M&A) Financial Advisory Financial Analysis Finance Banking Cash Management Retail Banking Commercial Banking Accounting Deposits Microsoft Excel Cross Selling Customer Service Outlook Microsoft Office
About Brian Zhou’s Current Company
MarshBerry

MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in investment banking and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.   *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.

Discover more about MarshBerry
Brian Zhou’s Colleagues
Jack Pratt

Jack Pratt

Dallas, Texas, United States

Vice President, Financial Advisory at MarshBerry

Mergers and Acquisitions Director at DSM Mergers & Acquisitions
(August 2026 – August 2026)

Andrew Katz

Andrew Katz

Phoenix, Arizona, United States

Strategist | Listener | Connector | Solution Seeker | Learner

Senior Vice President at MarshBerry
(September 2022 – Present)

James Graham

James Graham

Orange County, California, United States

Director at MarshBerry

Sr Consultant - Strategy and Operations at Deloitte
(August 2026 – August 2026)

John Donovan

John Donovan

New York, New York, United States

Vice President at MarshBerry

Vice President, Investment Banking at Dowling Hales
(August 2026 – August 2026)

Jacob Kahoe

Jacob Kahoe

Boston, Massachusetts, United States

Senior Data Analyst at MarshBerry

Customer Service and Ticketing Intern at Breeders’ Cup World Championships
(August 2026 – August 2026)

Jessica Orange

Jessica Orange

South Bend-Mishawaka Region

Growth Advisory Consultant at MarshBerry

Growth Advisory Consultant at MarshBerry
(April 2023 – Present)

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Frequently asked questions about Brian Zhou

What is Brian Zhou email address?

Email Brian Zhou at [email protected] and [email protected]. This email is the most updated Brian Zhou's email found in 2026.

What is Brian Zhou phone number?

Brian Zhou phone number is (718) 501-1630.

How to contact Brian Zhou?

To contact Brian Zhou send an email to [email protected] or [email protected]. If you want to call Brian Zhou try calling on (718) 501-1630.

What company does Brian Zhou work for?

Brian Zhou works for MarshBerry.

What is Brian Zhou's role at MarshBerry?

Brian Zhou is Investment Banking Associate

What industry does Brian Zhou work in?

Brian Zhou works in the Investment Banking industry.

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