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Jason Morgan Location
New York, NY, US
Jason Morgan Work
Managing director and Head of Northeast Commercial Banking @ (February 2026 - Present)
Managing Director @ (September 2016 - January 2026)
Director @ (March 2012 - August 2016)
Director @ (September 2008 - February 2012)
New Product Development Consultant @ (July 2008 - September 2008)
Vice President @ (January 2007 - January 2008)
Vice President @ (January 1997 - January 2007)
Jason Morgan Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA (Finance)
1993-1997
Jason Morgan Skills
Private Equity
Financial Modeling
Valuation
Leveraged Finance
Due Diligence
Capital Markets
Venture Capital
Portfolio Management
Risk Management
Mergers & Acquisitions
Corporate Finance
Investments
Java
Project Management
Product Management
Finance
Mergers and Acquisitions
Business Analysis
Public Speaking
Jason Morgan Summary
Jason Morgan, based in New York, NY, US, is currently a Managing director and Head of Northeast Commercial Banking at CIBC US. Jason Morgan brings experience from previous roles at CIBC US, MML Capital Partners, CIT and Standard & Poor's. Jason Morgan holds a 1993 - 1997 BBA in Finance @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Private Equity, Financial Modeling, Valuation, Leveraged Finance, Due Diligence and more. Jason Morgan has 2 emails and 2 mobile phone numbers on RocketReach.
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