Jeff Morales Email & Phone Number
Managing Principal | Independent Consultant
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Jeff Morales Location
- Texas, United States
Jeff Morales Work
- Member Board of Directors @ Leading Dental Services Organization (March 2026 - Present)
- Managing Principal | Independent Consultant @ Wolf & Pearl Partners (March 2025 - Present)
- Executive Vice President Corporate Development @ (September 2020 - February 2025)
- Partner @ Casla Partners LLC (January 2017 - August 2020)
- Managing Director @ (April 2007 - December 2016)
- Vice President @ (January 2004 - January 2007)
- Associate @ (January 1999 - January 2001)
- Analyst @ (January 1997 - January 1999)
Jeff Morales Education
- The Wharton School
MBA
2002-2004 - Texas McCombs School of Business
BBA
1992-1996 - Jesuit College Preparatory School of Dallas 1988-1992
Jeff Morales Skills
- Investment Banking
- Leveraged Finance
- Financial Structuring
- Investments
- Equities
- Management
- Portfolio Management
- Middle Market
- Mezzanine
- Loans
- LBO
- Mergers & Acquisitions
- Valuation
- Private Equity
- Business Planning
- Hospitality Business
- Project Management
- Entrepreneurship
- Marketing
- Startups
- Mergers and Acquisitions
Jeff Morales Summary
- Jeff Morales, based in Texas, United States, is currently a Managing Principal | Independent Consultant at Wolf & Pearl Partners. Jeff Morales brings experience from previous roles at Leading Dental Services Organization, Steward Health Care, Casla Partners LLC and Newstone Capital Partners, LLC. Jeff Morales holds a 2002 - 2004 MBA @ The Wharton School. With a robust skill set that includes Investment Banking, Leveraged Finance, Financial Structuring, Investments, Equities and more. Jeff Morales has 1 emails on RocketReach.
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