Senior Finance Professional Valuation, AI Finance, CFA/ASA-

PAUL LEBO, ASA

INDEPENDENT CONSULTANT, ****-PRESENT

AI Finance Professional/Independent Consultant

Currently working for a SF-based company performing GenAI in Investment Management & Finance (NDA).

In August 2025, completed a limited scope engagement for Mercor where I calibrated AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning.

Completed a multi-month project for Outlier AI in September 2025 where I taught AI how to interpret and solve complex finance reasoning problems.

Performed various ad hoc consulting projects for CFA Institute.

ERNST AND YOUNG, 2015-2017

Manager, Transaction Advisory Services

Oversaw all aspects of valuation engagement, including purchase price allocations and goodwill impairment testing.

Served as primary point person on engagement; led calls and meetings with clients.

Performed valuations for corporate strategic buyers.

Utilized appropriate business valuation methods for all tangible and intangible assets, equity valuations, purchase price allocations, and option analyses.

Managed client expectations to successfully meet or exceed all deadlines.

Developed strong client relationships and successfully cross-sold EY’s services.

Met or exceeded all utilization targets.

Interviewed both campus and experienced candidates.

KEY BANK, 2006 - 2014

Portfolio Manager, Key Private Bank

Valued equities using fundamental (DCF, multiples) and technical indicators for inclusion in model portfolios.

Personally managed $286 million in client assets, appropriately investing each client’s assets based on objective, risk tolerance, and other constraints.

Served as point person to meet clients, explain investment opportunities (equities, fixed-income, alternatives), and cross-sell the bank’s many services and product lines.

Managed business development activities, including proposals, composition and distribution of the Investment Weekly, and client investment workshop.

Co-founded and co-led Key Bank Young Professionals Networking Group.

EDUCATION

MBA, Weatherhead School of Management, GPA 3.89, 2004-2006

Case Western Reserve University, Banking and Finance, 80% scholarship

BSBA, University of San Francisco, GPA 3.9, 2000-2004

Inducted into Beta Gamma Sigma National Business Honor Society

CERTIFICATIONS/HONORS

ASA-Business Valuation

Attended CFA annual investment conference, Singapore

Attended CFA annual leadership conference, Hong Kong

ISSA Certified Personal Fitness Trainer, 2024

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