2011 -2012 Research Coordinator and Analyst @ Coe Capital Management, LLC
2010 -2011 Officer @
2007 -2010 Trust Associate @
2006 -2007 Performance Analyst @
Ian Morris Education
DePaul University
Bachelor of Science (B.S.) (Finance)
2001-2005
Hinsdale Central
Ian Morris Skills
Development
Document Research
Capital Management
Charities
Audio Conferencing
CAP
Sales
Derivatives
Primary Focus
Marathon
Finance
CDO
Trims
Thesis
Work Ethic
Reuters
Benchmarking
Real Estate Transactions
Management
Revenue
Thompson One
Science
Calls
Short
Security
CRM
Bookings
Hedge Funds
Charlotte
Meeting Tight Deadlines
PowerPoint
Accounting
Collaborative
Web Content
Valuation
Guidance
Portfolio Management
CLO
Capital Markets
Bloomberg
Cell
Reports
Verifying
Microsoft Office
Cystic Fibrosis
Microsoft Excel
Asset Management
Private Equity
Conferences
American
Research
Altair
Coe
Capital
Chicago
Analysis
Combination
Packet
Social Media
Fixed Income
Middle Market
Financial Modeling
Business Development
Communication
Manipulating
Summaries
Macro
Marketing
Data Driven Testing
Investment Banking
Swap
Nature
Pricing
Chartered Financial Analyst
Internal Audit
Trust
Sizes
Tax
Investments
FactSet
Software
Pivot Tables
Equities
Mutual Funds
Microsoft Word
Knowledge Base
Stocks
Interest Rates
Financial Analysis
Platforms
Quarterly Reporting
Micro Cap
Frames
Conceptual Modeling
Summit
Mergers and Acquisitions
Recruiting
Ian Morris Summary
Ian Morris, based in Charlotte, NC, US, is currently a Vice President at ICG Capital Partners, LLC. Ian Morris brings experience from previous roles at Ibex Advisors, Summit Park, New Century Capital Partners and 7 Mile Advisors. Ian Morris holds a 2001 - 2005 Bachelor of Science (B.S.) in Finance @ DePaul University. With a robust skill set that includes Development, Document Research, Capital Management, Charities, Audio Conferencing and more. Ian Morris has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Ian Morris?
Find contact details for 700 million professionals.