Dan Morris is a high-level expert, who works in Consolidated Investment Group main office of which is in 31. on the position of Portfolio Manager from 2014. Dan Morris gained professional experience in more than five positions at different companies. Dan Morris went to the University of California, Berkeley, Haas School of Business and got education there from 2002 to 2004. Dan has these qualifications: Chartered Financial Analyst (Cfa) Charterholder. Englewood, Colorado is the area, where this expert was known to settle. Dan Morris's email address and phone number are easily accessed through this website on demand.
Name variants:
Daniel Morris
Last updated May 02, 2024
Contact Information
Last Update
Jul 4, 2022
Email
dm**@ciginvest.com, dt**@alumni.princeton.edu
Location
Englewood, CO
Company
Workplace
Portfolio Manager
Englewood, CO
Industry
Investment Management, Management Company, Investor
Colleagues
Work History
Portfolio Manager
18 Inverness Pl east, Englewood, CO 80112
CIG is a privately held investment company focused on capital markets, commercial real estate, and philanthropic initiatives in Early Care and Education and Israel. CIG seeks optimal returns...
from 2014
Vice President
5251 Dtc Pkwy SUITE 1100, Greenwood Village, CO 80111
Led all aspects of prospective company analysis across the IT hardware, software, internet, adtech, and cleantech sectors, including due diligence, industry research, management calls, valua...
2011 — 2013
Director
85 Broad St, New York, NY 10004
Awarded the Wall Street Journal Best of the Street analyst distinction for the semiconductor sector in 2010.
2009 stock picks achieved 16% excess return, resulting in a Starmine ranking of...
2008 — 2011
Director
Equity Research covering the Semiconductor industry. CIBC World Markets was acquired by Oppenheimer & Co. in January 2008 (see above).
2004 — 2008
Senior Research Analyst
111 Huntington Ave, Boston, MA 02199
Financial and economic consultant, primarily engaged in the valuation of intellectual property in complex litigation cases.
Built financial models valuing the cost savings of the proposed ...
Jul 1998 — Jul 2002
Education
1992 — 1998
Occupations
Financial Broker
Portfolio Manager
Real Estate Broker
Licensed Real Estate Broker
Accountant
Finance and Accounting Specialist
Executive
Vice President
Investment Analyst
Financial Analyst
Property Manager
Real Estate Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Valuation
Financial Modeling
Due Diligence
Investments
Private Equity
Equity Research
Financial Analysis
Venture Capital
Alternative Investments
Analysis
Management
Finance
Equities
Start Ups
Ipo
Bloomberg
Capital Markets
Corporate Finance
FAQs about Dan Morris
What's the main profession of Dan Morris?
The expert is a Portfolio Manager.
What are the profession of The expert?
These person's professions are Financial Broker and Portfolio Manager
Where is Dan Morris located?
The professional is currently located in Englewood, Colorado.
What is the professional's email?
The expert's email is dm**@ciginvest.com and dt**@alumni.princeton.edu.
Where did Dan Morris work?
This person worked at Consolidated Investment Group, Keating Investments, Llc.
Where has Dan Morris studied?
Dan studied at the University of California, Berkeley, Haas School of Business from 2002 to 2004.
Are there any certifications, that Dan Morris has?
The professional received the following certifications: Chartered Financial Analyst (Cfa) Charterholder.
What languages does Dan Morris speak?
Dan Morris speaks Japanese.