Gershon Morgulis Email & Phone Number
Portfolio CFO and Chief Business Philosopher @ Imperial Advisory - Outsourced CFOs and Consultants
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Gershon Morgulis Location
- New York, NY, US
Gershon Morgulis Work
- 2018 -now Portfolio CFO and Chief Business Philosopher @
- 2019 -now Managing Partner @
- 2014 -2018 Part-time CFO and Finance and Strategy Consultant @
- 2026 -now Podcast Host and Founder @
- 2025 -now Partner @
- 2023 -now Founder @ South Shore Executive Network
- 2015 -now Business Finance Mentor @
- 2018 -now Adjunct Professor of Finance @
- 2017 -2018 Assistant Vice President - Bond Finance @ New York State Housing Finance Agency/State of New York Mortgage Agency
- 2015 -2017 Investment Banking - Infrastructure and Public Finance @
- 2013 -2015 Financial Analyst @
- 2013 -2013 Intern @
- 2011 -2011 Equity Analyst Intern @
- 2010 -2010 Board Member and CFO @ Camp Yeshurun Incorporated
- 2007 -2009 Owner and Founder @ Five Minute Flowers
- 2008 -2008 Operations Intern @
Gershon Morgulis Education
- Stanford University
Statistics In Medicine - Certificate (https://prod-cert-bucket.s3.amazonaws.com/downloads/e697770f67ac4d1a9fc04251de571cc2/Certificate.pdf)
2013-2013 - Hofstra University
MBA (Finance)
2012-2012 - RSA 2007-2011
- Fairleigh Dickinson University
BA (Concentration in Business)
2008-2008
Gershon Morgulis Skills
- Analytical Skills
- Bringing You Financial Clarity
- Financial Risk Management
- Cash Flow
- Strategic Financial Planning
- Business Analysis
- Financial Analysis
- Corporate Finance
- Management Consulting
- Financial Risk
- Finance
- Financial Modeling
- Risk Management
- Fixed Income
- Analysis
- Investment Banking
- Strategy
- Due Diligence
- Portfolio Management
- Options
- Derivatives
- Research
- Equities
- Financial Markets
- Regression
- Infrastructure Finance
- Capital Markets
- Equity Research
- Microsoft Excel
- Microsoft Office
- Bloomberg Terminal
- Excel Models
- DCF
- RFP
- Fundamental Analysis
- MS Excel Pivot Tables
- Equity Valuation
- Firm Valuation
- Arbitrage
- Buy-side
- Options Pricing
- Options Strategies
- Futures
- Fundamental Research
- Bloomberg Institute
- Excel Dashboards
- DBC
- Vlookup
- Dynamic Modeling
- CDPAP
Gershon Morgulis Summary
- Gershon Morgulis, based in New York, NY, US, is currently a Portfolio CFO and Chief Business Philosopher at Imperial Advisory CFOs. Gershon Morgulis brings experience from previous roles at Imperial Advisory CFOs, Bloodlines and Bottomlines and CFO4VETS. Gershon Morgulis holds a 2013 - 2013 Statistics In Medicine - Certificate in https://prod-cert-bucket.s3.amazonaws.com/downloads/e697770f67ac4d1a9fc04251de571cc2/Certificate.pdf @ Stanford University. With a robust skill set that includes Analytical Skills, Bringing You Financial Clarity, Financial Risk Management, Cash Flow, Strategic Financial Planning and more. Gershon Morgulis has 4 emails and 1 mobile phone numbers on RocketReach.
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