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David Epstein Location
New York, NY, US
David Epstein Work
Chief Operating Officer @ (April 2025 - Present)
Chief Executive Officer @ (April 2021 - July 2024)
Head of Core Product @ (May 2019 - April 2021)
Global Chief Operating Officer @ (December 2017 - May 2019)
Head of Pricing and Sales Strategy @ (January 2017 - December 2017)
Head of Business Intelligence and Lean Operations @ (February 2015 - December 2017)
Co-head of Process and Metrics Excellence and Senior Management Associate @ (April 2014 - February 2015)
Manager of Trading Analytics and Senior Management Associate @ (May 2013 - April 2014)
Chief of Staff and COO to member of Management Committee and Senior Management Associate @ (November 2012 - May 2013)
Vice President - Capital Markets Lean Transformation @ (September 2011 - November 2012)
Engagement Manager @ (March 2011 - September 2011)
Associate @ (September 2009 - March 2011)
Summer Associate @ (June 2008 - August 2008)
Freelance pianist @ Self-employed (September 1996 - September 2007)
David Epstein Education
Columbia Business School
MBA
2007-2009
Purchase College, SUNY
M.Mus. (Jazz Performance)
2002-2004
New York University
B.Mus. (Jazz Performance)
1996-2000
Stuyvesant High School 1992-1996
David Epstein Skills
Analytics
Awesomeness
Budgeting
Business Development
Business Strategy
Capital Markets
Coaching
Competitive Analysis
Corporate Development
Corporate Finance
Cross-functional Team Leadership
End to End Delivery
Executive Management
Finance
Financial Analysis
Financial Modeling
General Awesomeness
High Performance Teams
Leadership
Management
Management Consulting
Mergers & Acquisitions
Mergers & Acquisitions (M&A)
Operational Excellence
Operations
Operations Management
Pricing Strategy
Private Equity
Problem Solving
Six Sigma
Strategic Initiatives
Strategy
Training
Valuation
Cross Functional Team
Cross Functional Team Leadership
Mergers and Acquisitions
David Epstein Summary
David Epstein, based in New York, NY, US, is currently a Chief Operating Officer at Morgan Samuels Company. David Epstein brings experience from previous roles at Enterprise Technology Research, GLG (Gerson Lehrman Group) and New Street Research. David Epstein holds a 2007 - 2009 MBA @ Columbia Business School. With a robust skill set that includes Analytics, Awesomeness, Budgeting, Business Development, Business Strategy and more. David Epstein has 4 emails and 1 mobile phone numbers on RocketReach.
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