vice president portfolio management director financial advisor at morgan stanley@ Morgan Stanley
New York, New York, United States
Phil McCauley, CFA
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The Hong Kong University of Science and Technology
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FlashIntel GPTPhil McCauley, CFA is an experienced professional with 12.5 years of work experience in valuation, data analysis, equity research, and financial analysis. He is skilled in Microsoft Office, investments, Microsoft Excel, and social media. Currently, he works as an Associate at Guggenheim Partners in the United States. Phil has a strong background in financial analysis and has worked at Morgan Stanley in various roles, including Investor, High Yield Analyst, and Financial Analyst Intern. He has also gained valuable experience as a Financial Analyst at GE Capital.
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About
Associate at Guggenheim Partners. Location ... Analyzed Fairway Markets' new $300mm credit facility issuance and presented my assessment to the investment...
Work Experience
vice president portfolio management director financial advisor at morgan stanley
Investor
Financial Analyst Intern
Financial Analyst Intern
Financial Services
Phil McCauley, CFA's Professional Milestones
- Investor (2017-09-01~): Covering high-profile investments, driving increased company profits and leveraging emerging market perspectives.
- High Yield Credit Summer Analyst (2012-06-01~2012-08-01): Implementing a comprehensive credit risk assessment to protect company assets and increase profitability.
Education
Skill
Valuation
Data Analysis
Equity Research
Financial Analysis
Finance
Microsoft Office
Investments
Microsoft Excel
Social Media
Certification
Colleagues
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Thomas Tran
Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Other Named Phil McCauley, CFA
Frequently asked questions
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We found 2 Phil McCauley, CFA's phone numbers
Phil McCauley, CFA works for Morgan Stanley
Phil McCauley, CFA's role in Morgan Stanley is vice president portfolio management director financial advisor at morgan stanley
Phil McCauley, CFA works in the industry of Financial Services
Phil McCauley, CFA's colleagues are Carleen Mulholland,Patrick Harty,Joshua Rounds
Phil McCauley, CFA's latest job experience is vice president portfolio management director financial advisor at morgan stanley at Morgan Stanley
Phil McCauley, CFA's latest education in The Hong Kong University of Science and Technology
