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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 (MBA)
2007-2009
Purchase College, SUNY
M.Mus. (M.Mus., Jazz Performance)
2002-2004
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
Financial Modeling
Competitive Analysis
Cross-functional Team Leadership
Strategy
Corporate Finance
Private Equity
Analytics
Capital Markets
Management Consulting
Operations Management
Corporate Development
Awesomeness
Training
Management
Valuation
General Awesomeness
Six Sigma
Business Strategy
Leadership
Mergers & Acquisitions
Executive Management
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 in MBA @ Columbia Business School. With a robust skill set that includes Financial Modeling, Competitive Analysis, Cross-functional Team Leadership, Strategy, Corporate Finance and more. David Epstein has 4 emails and 1 mobile phone numbers on RocketReach.
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