David Teolis Email & Phone Number

Senior Financial Advisor @ Merrill Lynch

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David Teolis Location

Greenwich, CT, US

David Teolis Work

2017 -now Senior Financial Advisor @
2014 -2017 Senior Advisor @ Gray Birch Services LLC
2014 -2016 Investment Professional and Business Development @
2014 -2015 Member of the Board of Directors @
2009 -2013 Portfolio Manager Global and U.S. High Yield @ BNP Paribas Asset Management
2008 -2009 Advisor @ Klirmark Capital
1993 -2002 Managing Director, Portfolio Co-Manager @ Nomura Holdings America
1989 -1992 High Yield Research Analyst @ Lehman Brothers

David Teolis Education

New York University
Master's Degree
1992-1994
Boston University
Bachelor's Degree
1985-1989

David Teolis Skills

Equities
Portfolio Management
High Yield
Hedge Funds
Asset Management
Fixed Income
Investments
Bonds
Capital Markets
Investment Strategies
Bloomberg
Alternative Investments
Structured Products
Securities
Asset Managment
Derivatives
Equity Research
Private Equity
Credit Derivatives
Mutual Funds
Leveraged Finance
Investment Management
Investment Banking
Emerging Markets
Options
Capital Structure
Financial Structuring
CDS
Fund Of Funds
Relative Value
Financial Markets
CDO
Trading
Equity Derivatives
Asset Allocation
Structured Finance
Valuation
Credit
Board of Directors
Template
Balance
Customer Service
Investment Policy
Strategic Business Direction
Telecommunications
Forest
Fiduciary
Benchmark
Business Analysis
Screening
Fiduciary Services
Marketing
Code Coverage
Website Development
Capital
Consideration
Evaluations
APIs
Directors
Loans
Forecasting
Abundance
Infrastructure
Gas
Investment Decisions
Interactive Communications
Information Technology
Retail Brokerage
Liquidation
Liquidity
Institutional
Financial Advisory
Analytical Skill
Strategy
Retail
EMS
Financial Companies
Business Initiatives
Absolute Return
Attribution
Idea
FactSet
Interfaces
DBMS
Cash Flow
Barclays Point
Distressed Debt
Business Development
Participation
E&p
Structures
Microsoft Office
Corporate Credit
Gaming
Arbitrage
Fortis
Plastics
Databases
Operations
Analysts
Equity
Construction
Development
Strategic Planning
Financial Statements
Capital Allocation
Energy
Committees
Integration
Subscriptions
Financial Statement Analysis
Convertible Arbitrage
Leadership
Business Strategy
Affiliates
Trading Desk
Solutions
Www
Scenario Analysis
Financial Statement
Real Estate

David Teolis Summary

David Teolis, based in Greenwich, CT, US, is currently a Senior Financial Advisor at Merrill Lynch Wealth Management. David Teolis brings experience from previous roles at Gray Birch Services LLC, Starwood Capital Group, Perpetual Recycling Solutions and BNP Paribas Asset Management. David Teolis holds a 1992 - 1994 Master's Degree @ New York University. With a robust skill set that includes Equities, Portfolio Management, High Yield, Hedge Funds, Asset Management and more. David Teolis has 3 emails and 4 mobile phone numbers on RocketReach.