David Shulman Email & Phone Number
Finance Executive - Enterprise Investment (MD) @ Wells Fargo
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David Shulman Location
- New York, NY, US
David Shulman Work
- 2020 -now Finance Executive - Enterprise Investment (MD) @
- 2017 -2020 Transformation and P and A Head - Technology Finance and Business Management (ED) @
- 2012 -2017 Product Head - Depositary Receipts, Corporate and Investment Bank (ED) @
- 2010 -2012 Senior Strategy Manager - Treasury and Securities Services (ED) @
- 2007 -2010 Investment Banking Coverage - Banks (VP) @
- 2003 -2007 Corporate Development - Retail Financial Services (AVP and VP) @
- 2001 -2003 Investment Banking Coverage - FIG (Analyst) @
David Shulman Education
- Columbia University - Columbia Business School
Master of Business Administration (MBA)
2006-2008 - Lehigh University College of Business
B.S. (Finance and Accounting)
1997-2001
David Shulman Skills
- Mergers
- Corporate Finance
- Investment Banking
- Strategy
- Banking
- Business Strategy
- Executive Management
- Financial Modeling
- Capital Markets
- Mergers
- Business Analysis
- Customer Service
- Microsoft Excel
- Project Management
David Shulman Summary
- David Shulman, based in New York, NY, US, is currently a Finance Executive - Enterprise Investment (MD) at Wells Fargo. David Shulman brings experience from previous roles at JPMorgan Chase & Co. and KBW. David Shulman holds a 2006 - 2008 Master of Business Administration (MBA) @ Columbia University - Columbia Business School. With a robust skill set that includes Mergers , Corporate Finance, Investment Banking, Strategy, Banking and more. David Shulman has 1 emails and 1 mobile phone numbers on RocketReach.
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