![James Ulan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
James Ulan worked as an Equity Research Associate at Credit Suisse Securities (USA) LLC and FBR Capital Markets & Co. (Old) from 2013 to 2022 and from 2012 to 2013 respectively.
Prior to that, he worked as an Analyst at Bond & Pecaro, Inc. in 2011 and as a Financial Advisor at Morgan Stanley Smith Barney Private Management LLC in 2006.
Mr. Ulan holds an MBA from New York University, which he received in 2012, and an undergraduate degree from the University of Maryland, which he received in 2005.
Tidigare kända positioner av James Ulan
| Företag | Position | Slut |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2022-05-01 |
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2013-11-30 |
Bond & Pecaro, Inc.
 Bond & Pecaro, Inc. Financial ConglomeratesFinance Provides financial valuation and strategic consulting services | Företagsledare/Principal | 2011-05-31 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Företagsledare/Principal | 2006-05-31 |
James Ulans utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
98
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
FBR Capital Markets & Co. (Old)
FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bond & Pecaro, Inc.
Bond & Pecaro, Inc. Financial ConglomeratesFinance Provides financial valuation and strategic consulting services | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
