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Document Mentions (8 shared documents)
2 mentions1 same-page
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tead recruited me to join private bank, which was trying to become more investments-focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments-focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments-focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
Sponsored
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments- focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments-focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments-focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
Sponsored
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments- focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
2 mentions1 same-page
Page ?Same page
tead recruited me to join private bank, which was trying to become more investments-focused. Joined October 2014. • I was initially teamed up with Paul Morris, who had joined from JPM 2yrs prior and was struggling. KCP was fairly new in 2014 and ISG was not yet formed. • Paul had limited success and was
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
Sponsored
Mutual Connections (6)
Entities connected to both Paul Morris and Credit Suisse Investment Bank
