James Morgan Email & Phone Number
Managing Director, Head of Food, Beverage and Wellness Investment Banking @ Fifth Third Securities
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James Morgan Location
- New York, NY, US
James Morgan Work
- 2025 -now Managing Director, Head of Food, Beverage and Wellness Investment Banking @
- 2025 -2025 Founder and Managing Director @ Three Globe Capital
- 2023 -2024 Head of M and A Advisory @ Amplify Capital Advisors
- 2019 -2023 Director, Consumer Investment Banking @
- 2013 -2019 Vice President, Corporate Finance - Food, Beverage and Agri-Business @
- 2012 -2012 Investment Banking Vice President - Global Industrials Group @ Deutsche Bank Securities
- 2008 -2012 Investment Banking Associate - Global Industrials Group @ Deutsche Bank Securities
- 2007 -2007 Investment Banking Summer Associate @ Deutsche Bank Securities
- 2004 -2006 Associate, Family Business Division @
- 2000 -2004 Senior Portfolio Accounting Analyst, International Division @
James Morgan Education
- NYU Stern School of Business
Master of Business Administration (MBA) (Finance, Economics and Entrepreneurship)
2006-2008 - Franklin & Marshall College
Bachelor of Arts (BA) (Business Administration)
1996-2000
James Morgan Skills
- Leadership
- Management
- Portfolio Management
- Acquisitions
- Investments
- Marketing
- Finance
- Corporate Finance
- Aircraft Leasing
- Financial Modeling
- Company Valuation
- Investment Banking
- Capital Markets Advisory
- Automotive
- Cross Border M&A
- DCF Valuation
- LBO
- Valuation
- M&A execution
- Enterprise Valuation
- M&a Modeling
James Morgan Summary
- James Morgan, based in New York, NY, US, is currently a Managing Director, Head of Food, Beverage and Wellness Investment Banking at Fifth Third Securities. James Morgan brings experience from previous roles at Three Globe Capital, Amplify Capital Advisors and BNP Paribas. James Morgan holds a 2006 - 2008 Master of Business Administration (MBA) in Finance, Economics and Entrepreneurship @ NYU Stern School of Business. With a robust skill set that includes Leadership, Management, Portfolio Management, Acquisitions, Investments and more. James Morgan has 1 emails on RocketReach.
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