Jen Zhao


Meet Jen Zhao

Jen Zhao is an Associate responsible for creating detailed financial models, conducting due diligence, evaluating transactional risk/return parameters, and preparing investment marketing materials in support of Marathon Capital's senior bankers in their relationship management responsibilities.

Prior to joining Marathon, Ms. Zhao was an Associate in the Energy & Power Group at Bank of America Merrill Lynch in New York where she gained hands on experience in financial modeling, creating sales materials and conducting due diligence on M&A transactions. Prior to business school, Ms. Zhao researched climate change financing and China’s overseas investments at the World Resources Institute, a leading environmental and energy think tank in Washington D.C.

Ms. Zhao received her BA in History and International Studies from Peking University, China, her MA in International Affairs from George Washington University, and her MBA from University of Chicago Booth School of Business. Ms. Zhao holds her Series 63 and 79 licenses.