Constance BD - US Investment bankers in Healthcare/Life Sciences

Part
01
of four
Part
01

US Investment bankers in Healthcare/Life Sciences: Morgan Stanley

We researched Morgan Stanley's company website, LinkedIn profiles, and other related industry sites to compile the title, contact information, and background experience for the investment bankers working at Morgan Stanley's healthcare sector. All requested information is located on the attached spreadsheet.

Key Findings

We were able to locate ten individuals working in this capacity: Arek Kurkciyan(Managing Director), Rob Lauzen(Associate), Nega Begwani(Vice President), Matt Strom(Executive Director), Jason Russell(Executive Director), James Talbot(Executive Director), Dennis Crandall(Executive Director), Mark Parkonson, Kraig Tubor(Vice President), and Sung You(Vice President).

Methodology

We started our research on the company website of Morgan Stanley. However, information is limited to top management officials such as the CEO, CFO, etc. No information for division level management specializing in a particular industry was available.

We then consulted LinkedIn for investment management executives at Morgan Stanley working in either Healthcare or Life Sciences. During this search, we were able to locate executives meeting the specified criteria. We were able to locate the name, title and background experience for ten executives. We were also able to confirm this information from the Hunter.io website, where we located the contact information in the form of email.
In addition, we attempted to locate direct personal or work mobile numbers. However, despite an extensive search, we were only able to locate the work number for Arek Kurkciyan.

Conclusion

We have compiled the requested information on the attached spreadsheet.
Part
02
of four
Part
02

US Investment bankers in Healthcare/Life Sciences: Wells Fargo

We have conducted research in order to identify a total of 10 U.S.-based investment bankers, focusing on healthcare and/or life sciences at Wells Fargo. These bankers are as follows:

We have incorporated our findings into the Wells Fargo tab of the attached spreadsheet. Below, you will find an outline of the methodology used to conduct this research.

methodology

In order to fulfill your request, we focused our research around employees of Wells Fargo Securities, which is the division of Wells Fargo that deals with investments. Using LinkedIn, we located individuals working in this division who are focused in the healthcare/life science segment. To determine this, we analyzed their job titles and/or job descriptions posted on their LinkedIn profiles.

Please note that Andrew Singer's LinkedIn profile is not yet updated with his current position at Wells Fargo. However, we were able to identify his current position and title by analyzing a press release from Wells Fargo which announced Singer as a new hire.

For the purposes of this research, we defined the term 'investment banker' as: "an individual who often works as part of a financial institution and is primarily concerned with raising capital for corporations, governments or other entities," which is the definition given by Investopedia. We relied on this definition to locate appropriate individuals who fit this mold, because not all of these individuals show the direct title of 'investment banker.'

Overall, LinkedIn was able to provide us with the title and background information of each banker. To locate e-mail addresses, we utilized Hunter, an online e-mail finding tool. Please note that Hunter has already listed most of these e-mail addressed as verified. For those that were not 100% verified, Hunter listed these e-mail addresses as being around 90% or more in accuracy confidence.

You can access your spreadsheet here.

CONCLUSION

In closing, we have created a list of 10 investment bankers who are located in the U.S., work for Wells Fargo, and operate in the healthcare/life sciences category.

Part
03
of four
Part
03

US Investment bankers in Healthcare/Life Sciences: Bank of America

Following the request for information on investment bankers in Healthcare and Life Sciences at Bank of America, we have identified eight bankers and have updated columns A-D, rows 2-9 of the attached spreadsheet with relevant information including their names, titles, contact information and biographies.

METHODOLOGY & Findings

We have taken care to strictly adhere to the criteria of only selecting investment bankers who work in the United States at Bank of America and specialize in healthcare/life sciences. We commenced our research from the official website of Bank of America where we tried to identify investment bankers who specialize in Healthcare/Life Sciences. When we would not recover the information, we proceeded to search the company's LinkedIn page where we found eight employees who fit the desired profile. From the LinkedIn profiles of the employees, we retrieved their name, title and background summary/work experience. We have also used the Hunter.io service to identify the email addresses for each banker. We used this service because, even after an extensive search, contact information was not published for these professionals. The Hunter.io report is linked to its percentage of certainty that accompanies each of the names listed below.
We identified four executives in the healthcare investment banking industry:
1. Aamir Mecklai - Vice President, Healthcare Investment Banking; email address certainty percentage is 95%.
2. June Lee - Director, Healthcare Investment Banking; email address certainty percentage is verified through the Hunter.io service.
3. Anurag Jindal - Managing Director, Healthcare Investment Banking; email address certainty percentage is 93%.
4. Ryan Fisk - Vice President, Healthcare Investment Banking; email address certainty percentage is 91%.
Others fall in the mid-level executive category:
1. Michael Siracusa - Associate, Healthcare Investment Banking; email address certainty percentage is 92%.
2. Calvin Nguyen - Healthcare Investment Banking Analyst; email address certainty percentage is verified through the Hunter.io service.
3. Laura Feinleib - Healthcare Investment Banking Analyst; email address certainty percentage is 95%.
4. Shira Becker - Healthcare Investment Banking Analyst; email address certainty percentage is 93%.

Conclusion

Columns A-D of rows 2-9 in the attached spreadsheet have been updated with information on investment bankers specializing in Healthcare/Life Sciences and working at Bank of America.

Part
04
of four
Part
04

US Investment bankers in Healthcare/Life Sciences: JP Morgan

We have identified a total of 11 U.S.-based investment bankers, focusing on healthcare and/or life sciences. 10 of these individuals work at JP Morgan and Jeffrey Stute works as a Managing Director at JP Morgan Chase & Co. in Investment Banking with a focus on healthcare services. These bankers are as follows:
Hank Yeh
We have incorporated our findings into the JP Morgan tab of the attached spreadsheet. Below, you will find an outline of the methodology used to conduct this research.

METHODOLOGY

In order to fulfill your request, we focused our research around employees of JP Morgan and JP Morgan Chase & Co. JP Morgan is part of JP Morgan Chase & Co. which is a global financial services firm. Using LinkedIn, we located individuals working in Investment Banking who are focused in the healthcare/life science segment. To determine this, we analyzed their job titles and/or job descriptions posted on their LinkedIn profiles.
Overall, LinkedIn was able to provide us with the title and background information of each banker. To locate e-mail addresses, we utilized e-mail finding tools like Rocket Reach, Discover Them, and Adapt.
You can access the spreadsheet here.

CONCLUSION

To wrap it up, we have created a list of 11 investment bankers who are located in the U.S., work for JP Morgan and JP Morgan Chase & Co. with a focus in the healthcare/life sciences category.

Sources
Sources