Corporate Finance Department Head @ Oppenheimer & Co. Inc. (January 1994 - December 1996)
Managing Director @ Advest, Inc. (February 1992 - December 1993)
Managing Director @ Ladenburg, Thalmann & Co., Inc. (January 1988 - January 1992)
Senior Associate @ L.F. Rothschild & Co. Inc. (January 1985 - January 1987)
Senior Auditor @ EY (January 1981 - January 1983)
James Monroe Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA) (Finance and Real Estate)
1983-1985
Bentley University
Bachelor of Science (BS) (Accounting)
1977-1981
James Monroe Skills
Acquisition Integration
Acquisitions
Business Planning
Business Strategy
Business Valuation
Capital Markets
Corporate Development
Corporate Finance
Due Diligence
Entrepreneurship
Equities
Equity Valuation
Executive Management
Finance
Financial Advisory
Financial Analysis
Financial Markets
Financial Modeling
Financial Structuring
Fixed Income
IPO
Investment Banking
LBO
M
Management
Mergers & Acquisitions
New Business Development
Private Equity
Private Placements
Start-ups
Strategic Financial Planning
Strategy
Valuation
Venture Capital
James Monroe Summary
James Monroe, based in Boxford, MA, US, is currently a Chairman at JLM Management, LLC. James Monroe brings experience from previous roles at Oppenheimer & Co. Inc., Advest, Inc., Ladenburg, Thalmann & Co., Inc. and L.F. Rothschild & Co. Inc.. James Monroe holds a 1983 - 1985 Master of Business Administration (MBA) in Finance and Real Estate @ Massachusetts Institute of Technology - Sloan School of Management. With a robust skill set that includes Acquisition Integration, Acquisitions, Business Planning, Business Strategy, Business Valuation and more. James Monroe has 2 mobile phone numbers on RocketReach.
Looking for a different James Monroe?
Find contact details for 700 million professionals.