Nolan Umana

ABOUT

Mr. Umana joined BSM in 2018 and is located in Incline Village, Nev.

Prior to joining BSM, he spent eight years working in the banking industry, where he gained extensive experience in data management, risk, forecasting, and creating custom financial models.

AREAS OF
EXPERTISE

In his current role, Mr. Umana provides financial analysis services for consultants and clients. His primary responsibilities include:

• Executing pro forma and financial forecasting
• Completing practice valuations
• Analyzing feasibility
• Completing ad hoc analysis
• Completing and reviewing financial benchmarking reports
• Supporting private equity transactions
• Creating Excel-based financial tools
• Establishing and growing client relationships

achievements
& Credentials

• Working toward becoming a credentialed Accredited Senior Appraiser (ASA)

EDUCATION

Bachelor of Science in Business, emphasis in Accounting, California State University, Sacramento

DID YOU KNOW?

Nolan loves spending time with his wife, two kids, and dog enjoying all that Lake Tahoe has to offer.