PalmTree LLC - Stephanie Kersey

Stephanie Kersey

Senior Vice President

Ms. Kersey brings over 20 years of experience in corporate finance and accounting, including M&A due diligence, opening balance sheet, integration of operations and audits. She has extensive monthly financial close and reporting experience, technical accounting expertise, financial control analysis and remediation, and software implementation and support experience.

Before joining Palm Tree, Ms. Kersey was Controller at Krayden Inc., a PE owned distributor of specialty adhesives, and Director of Accounting and Finance at APC Automotive Technologies, a PE owned automotive aftermarket supplier. She has extensive experience in the healthcare, distribution, and financial services industries.

Ms. Kersey earned her MS Finance from the University of Colorado in Denver and her BS in Business Administration from the University of South Dakota, Vermillion. She is a licensed CPA in the state of Colorado. Ms. Kersey enjoys walking several miles each day, driving her Tesla, and travel with family and friends.

  • T +1 (310) 636-2050
PalmTree LLC - Pardis Nasseri
Pardis Nasseri

Chairman and CEO

Derek Alderton
Derek Alderton

Vice Chairman

Clayton Grindle
Clayton Grindle

President and COO

David Wolinsky
David Wolinsky

Chief Talent Officer

Christopher Bray
Christopher Bray

Chief Financial Officer

Chris Felderman
Chris Felderman

Senior Managing Director,
Co-Head of Consulting

Mitchel Nakken
Mitchel Nakken

Senior Managing Director,
Co-Head of Consulting

Stephen E. Rossi
Stephen E. Rossi

Senior Managing Director,
Head of Investment Banking

Phillip Cooper
Phillip Cooper

Managing Director

Matt Murray
Matt Murray

Managing Director

Rouzheen Myrick
Rouzheen Myrick

Managing Director

Steven Richards
Steven Richards

Managing Director

Britt Terrell
Britt Terrell

Managing Director

PalmTree LLC - Faye Zhang
Britton Woolf

Managing Director

M. Charles Festa
M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton
Dieema Wheaton

Director, Talent Management

Joseph Wade
Joseph Wade

Principal

PalmTree LLC - Danny Arnaout
Danny Arnaout

Senior Vice President

PlmTree LLC - Patrick Brackett
Patrick Brackett

Senior Vice President

PalmTree LLC - Alex Savitt
Alex Savitt

Senior Vice President

PalmTree LLC - Stephanie Kersey
Stephanie Kersey

Senior Vice President

Matt McGwire
Matt McGwire

Senior Vice President

PalmTree LLC - Boze Xu
Boze Xu

Senior Vice President, Strategy

Careers with Palm Tree

We have select positions available at all levels of our organization. Contact us for a confidential discussion about joining a firm that L.A. Business Journal named among L.A.'s most influential M&A advisors.

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.

We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.