![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>)
Perfil
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.
Antiguos cargos conocidos de James Ulan.
| Empresas | Cargo | Fin |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/05/2022 |
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/11/2013 |
Bond & Pecaro, Inc.
 Bond & Pecaro, Inc. Financial ConglomeratesFinance Provides financial valuation and strategic consulting services | Corporate Officer/Principal | 31/05/2011 |
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. | Corporate Officer/Principal | 31/05/2006 |
Formación de James Ulan.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
99
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- James Ulan
