Waheed Hassan, CFA

Senior Managing Director

Waheed advises clients in connection with M&A transactions, proxy contests, and other high profile situations.  Prior to joining Alliance Advisors, Waheed began his career in 2006 managing the M&A/Proxy Contest research team at Institutional Shareholder Services (ISS), a division of MSCI Inc.  At ISS, he provided advisory vote recommendations on 100+ contested M&A transactions and proxy contests. Waheed was involved in several high-profile proxy fights (Target, Barnes & Noble, NRG Energy, Office Depot), and merger transactions (IPC Holdings/Validus, Xerox/ACS, First Energy/Allegheny Energy).

Previously, Waheed worked as a Senior Research analyst with Indosuez W.I. Carr Securities, UBS Warburg, and Khadim Ali Shah Bukhari (an affiliate of Merrill Lynch). He was included among the #1 rated financial sector research analysts in The Reuters Survey of Global Emerging Markets 1998 and was a member of the #1 rated research team according to both The Reuters Survey of Global Emerging Markets 1999 and Euromoney Awards for Excellence 2000. Waheed is a CFA charter holder and received an MBA with Beta Gamma Sigma honors from Vanderbilt University.