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Jay Epstein Email & Phone Number
Director, Relationship Manager | Asset Management Client Portfolio, US and Canada
at
Moody's Corporation
1 work email found
@lehman.com
2 phones found area 416
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Director, Relationship Manager | Asset Management Client Portfolio, US and Canada
Location
Westfield, New Jersey, United States
Company size
Who is Jay Epstein? Overview
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Quick answer
Jay Epstein is listed as Director, Relationship Manager | Asset Management Client Portfolio, US and Canada at Moody's Corporation, a company with 25 employees, based in Westfield, New Jersey, United States. AeroLeads shows a work email signal at lehman.com, phone signal with area code 416, and a matched LinkedIn profile for Jay Epstein.
Jay Epstein previously worked as Client Relationship Manager at Glmx - Access, Automate, Analyze and Managing Director - Senior Relationship Management, Global Institutional Client Portfolio at Bmo Capital Markets. Jay Epstein holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Northeastern University.
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Email format at Moody's Corporation
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*@lehman.com
68% confidence
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Profile bio
About Jay Epstein
As a ๐๐น๐ผ๐ฏ๐ฎ๐น ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ถ๐ป๐ด ๐๐ถ๐ฟ๐ฒ๐ฐ๐๐ผ๐ฟ (๐ ๐), ๐ฆ๐ฒ๐ป๐ถ๐ผ๐ฟ ๐ฅ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐๐ต๐ถ๐ฝ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ (๐ฆ๐ฅ๐ ) & ๐๐น๐ถ๐ฒ๐ป๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐๐, I possess 15+ years of extensive Equities & Fixed Income sales & operational leadership garnered through my dynamic career evolution at top financial institutions BMO Capital Markets (โ11-โ22), Nomura Securities (โ09-โ11), Citigroup Global Markets (โ08-โ09) & Lehman Brothers (โ97-โ08). I have forged deep relationships with the worldโs largest & most sophisticated global investor clients, applying diverse banking product & services acumen & network relationships to execute $200M-to-$1BN client monetization strategies. I thrive in serving as an influential culture carrier, collaborative Global Markets Management Committee member, and strategic advisor to Global Business/Product Heads & Executive Committees as well as external C-Suite teams alike. ๐ฆ๐ฒ๐ป๐ถ๐ผ๐ฟ ๐ฅ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐๐ต๐ถ๐ฝ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ At BMO ('11-'22), I developed & deployed tailored, growth-fueled client development plans for a $1BN+ top-tier Global Institutional Investor portfolio of 100+ hedge funds, insurance co., asset managers & family offices, directing a team of 5 SRMโs in BMO's product suite monetization & cross-selling strategy.๐๐น๐ถ๐ฒ๐ป๐ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐At BMO Capital Markets, I served as the firmwide Client Coverage & Growth Strategist (โ11-โ22), architecting a harmonized, client connectivity & C-Suite/Exec. Sponsor model across Global Markets Sales, Trading, Financing & Corporate & Investment Bank (CIB), which produced a best-in-industry client experience & 18% CAGR over my tenure. At Nomura Securities ('09-'11), I led the Americas Client strategy, and built out the US platform, including sales, trading, and research, leveraging international client relationships to generate product sales.๐๐ฟ๐ผ๐๐ ๐๐๐๐ฒ๐ ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป ๐ฆ๐ฎ๐น๐ฒ๐I delivered structured equity & fixed-income solutions to global institutional clients at BMO Capital Markets ('20-'22), acquiring new derivatives relationships & substantially increasing incremental revenue.๐๐ฎ๐ป๐ธ๐ถ๐ป๐ด ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ ๐๐ฒ๐ฎ๐ฑ๐ฒ๐ฟ๐๐ต๐ถ๐ฝ | ๐๐ข๐ข ๐ฟ๐ผ๐น๐ฒ๐I served in COO roles ('02-'09) for Citigroup Global Markets Prime Finance & Lehman Brothers' 5BN+ Global/Americas Equities Sales organizations, overseeing global Product COOโs, and directing transformation initiatives driving an 840+ employee sales organizationโs operating model sustainability; workforce optimization; and robust financial/PnL management & cost control.
Listed skills include Capital Markets, Hedge Funds, Equities, Fixed Income, and 11 others.
Current workplace
Jay Epstein's current company
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Moody'S Corporation
7 roles · 29 years
Jay Epstein work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Current
Aug 2024 - Present
Managing Director - Senior Relationship Management, Global Institutional Client Portfolio
- ๐ฅ๐ผ๐น๐ฒ ๐ฆ๐ฐ๐ผ๐ฝ๐ฒ: Reporting to BMO's Global Head of Markets, I led & championed a team of 5 SRMs in the development & activation of a reengineered, comprehensive firmwide client strategy & best-in-class client sponsor &.
- ๐๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐ฒ๐ฑ, ๐ผ๐ฟ๐ฐ๐ต๐ฒ๐๐๐ฟ๐ฎ๐๐ฒ๐ฑ & ๐ฑ๐ฒ๐ฝ๐น๐ผ๐๐ฒ๐ฑ ๐๐ฎ๐ถ๐น๐ผ๐ฟ๐ฒ๐ฑ, ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐ ๐ฝ๐น๐ฎ๐ป๐ for $1BN+ tier-one Institutional Investor portfolio, steering harmonized, firmwide client connectivity across product areas & Global Markets Sales.
- ๐๐ฟ๐ฐ๐ต๐ถ๐๐ฒ๐ฐ๐๐ฒ๐ฑ & ๐น๐ฎ๐๐ป๐ฐ๐ต๐ฒ๐ฑ ๐๐ ๐ขโ๐ ๐ถ๐ป๐ฎ๐๐ด๐๐ฟ๐ฎ๐น ๐-๐ฆ๐๐ถ๐๐ฒ/๐๐ ๐ฒ๐ฐ. ๐๐ผ๐บ๐บ๐ถ๐๐๐ฒ๐ฒ ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ผ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐ ๐ผ๐ฑ๐ฒ๐น, producing best-in-industry client experience via Executive sponsor engagement, strategic communication plans & C-Suite events
- ๐ฆ๐ฒ๐ฟ๐๐ฒ๐ฑ ๐ฎ๐ ๐๐น๐ผ๐ฏ๐ฎ๐น ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐๐ผ๐บ๐บ๐ถ๐๐๐ฒ๐ฒ ๐ ๐ฒ๐บ๐ฏ๐ฒ๐ฟ, fostering a firmwide culture of connectivity & client partnership across BMO's complex ecosystem. Instituted & led quarterly strategy sessions with all divisions.
- ๐ฆ๐ฒ๐ฟ๐๐ฒ๐ฑ ๐ฎ๐ ๐๐ ๐ฒ๐ฐ๐๐๐ถ๐๐ฒ ๐ฆ๐ฝ๐ผ๐ป๐๐ผ๐ฟ ๐ณ๐ผ๐ฟ ๐๐ ๐ข ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐๐ฟ๐ฎ๐ฑ๐๐ฎ๐๐ฒ ๐ฅ๐ฒ๐ฐ๐ฟ๐๐ถ๐๐ถ๐ป๐ด & ๐ง๐ฟ๐ฎ๐ถ๐ป๐ถ๐ป๐ด ๐ฝ๐ฟ๐ผ๐ด๐ฟ๐ฎ๐บ๐, engaging in on-campus recruitment events, interviewing panels/selections, training, speaker series & social events to.
2011 - Nov 2022
Managing Director - Cross Asset Solution Sales
๐๐๐ฎ๐น ๐ฅ๐ผ๐น๐ฒ ๐ฆ๐ฐ๐ผ๐ฝ๐ฒ: In addition to my Senior Relationship Management role, I attained a dual role as Managing Director, Cross Asset Solution Sales in โ20 to launch BMO's structured equity & fixed income products to our top-tier institutional client portfolio. Reporting to Global Head of Structured Products, I was charged with the successful build of our.
2020 - 2022
~2 yrs
Executive Vice President, Head Of Americas Client Strategy: Equities
- ๐ฅ๐ผ๐น๐ฒ ๐ฆ๐ฐ๐ผ๐ฝ๐ฒ: Reporting to the Global Head of Client Strategy, I successfully built & expanded Nomura's comprehensive US Equity Products, Sales & Research client coverage & product capabilities strategy, including.
- ๐ฆ๐ฝ๐ฒ๐ฎ๐ฟ๐ต๐ฒ๐ฎ๐ฑ๐ฒ๐ฑ ๐ฟ๐ถ๐ด๐ผ๐ฟ๐ผ๐๐, ๐บ๐๐น๐๐ถ-๐ฝ๐ฟ๐ผ๐ป๐ด๐ฒ๐ฑ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐ฏ๐ฟ๐ผ๐ธ๐ฒ๐ฟ ๐ฟ๐ฒ๐๐ถ๐ฒ๐, account assessment & client segmentation process to determine Nomuraโs Americas comprehensive sales & client relationship management strategy
- ๐๐ป๐ด๐ถ๐ป๐ฒ๐ฒ๐ฟ๐ฒ๐ฑ ๐๐ถ๐ฒ๐ฟ๐ฒ๐ฑ ๐ฝ๐ฟ๐ถ๐ผ๐ฟ๐ถ๐๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐๐๐๐๐ฒ๐บ to optimize resource alignment & generate US client revenue by capturing key commission drivers & leveraging global client relationships
- ๐๐๐๐ฎ๐ฏ๐น๐ถ๐๐ต๐ฒ๐ฑ ๐๐ฎ๐น๐ฒ๐ ๐ ๐๐ฆ, ๐น๐ฒ๐๐ฒ๐ฟ๐ฎ๐ด๐ถ๐ป๐ด ๐ฎ๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐ฎ๐ป๐ฎ๐น๐๐๐ถ๐ฐ๐ to identify additional revenue cross-product opportunities, client objectives & monitor progress & effectiveness
- ๐ฃ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ๐ฒ๐ฑ ๐๐ถ๐๐ต ๐๐ฒ๐ฎ๐ฑ ๐ผ๐ณ ๐๐ง ๐๐ผ ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ & ๐ถ๐บ๐ฝ๐น๐ฒ๐บ๐ฒ๐ป๐ ๐บ๐ผ๐ฑ๐ฒ๐ฟ๐ป๐ถ๐๐ฒ๐ฑ, ๐ถ๐ป-๐ต๐ผ๐๐๐ฒ ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐๐ฎ๐น๐ฒ๐ ๐๐ฒ๐ฐ๐ต platform utilized by 500+ global salesforce, resulting in enhanced visibility, accountability & cross-selling opportunities
2009 - 2011
~2 yrs
Chief Operating Officer: Prime Finance Sales
๐ฅ๐ผ๐น๐ฒ ๐ฆ๐ฐ๐ผ๐ฝ๐ฒ: Serving as the COO of Citigroup Global Market's Prime Finance Sales Division as well as a Global Prime Finance Committee Member, I successfully developed & deployed strategic prime brokerage client services initiatives uncovering risk & producing operational efficiency across securities lending, custody & financing solutions. I designed &.
2008 - 2009
~1 yr
Chief Operating Officer: Global & Americas Equities Sales
- ๐ฅ๐ผ๐น๐ฒ ๐ฆ๐ฐ๐ผ๐ฝ๐ฒ: During my decade+ tenure at Lehman Brothers, I was recognized with progressive Global Markets leadership promotions culminating in my role as COO of the Global & Americas Equities Sales organization.
- ๐ฆ๐๐ฒ๐ฒ๐ฟ๐ฒ๐ฑ & ๐ผ๐๐ฒ๐ฟ๐๐ฎ๐ ๐ฎ๐ฌ+ ๐๐พ๐๐ถ๐๐ถ๐ฒ๐ ๐ฃ๐ฟ๐ผ๐ฑ๐๐ฐ๐ ๐๐ข๐ขโ๐ & ๐ฟ๐ฒ๐๐ฝ๐ฒ๐ฐ๐๐ถ๐๐ฒ ๐๐ฒ๐ฎ๐บ๐ across New York, London, Hong Kong & Tokyo, architecting & delivering $5BN net client revenue equities business plan achievement
- ๐๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐ฒ๐ฑ ๐ด๐ฐ๐ฌ+ ๐บ๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐๐ฎ๐น๐ฒ๐ ๐ผ๐ฟ๐ด๐ฎ๐ป๐ถ๐๐ฎ๐๐ถ๐ผ๐ปโ๐ ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ป๐ด ๐บ๐ผ๐ฑ๐ฒ๐น ๐๐๐๐๐ฎ๐ถ๐ป๐ฎ๐ฏ๐ถ๐น๐ถ๐๐ & ๐ฒ๐ ๐ฝ๐ฎ๐ป๐๐ถ๐ผ๐ป; org. structure/workforce optimization; and robust financial/PnL & $30M+ expense base cost control
- ๐๐ฒ๐ฎ๐ฑ๐ฒ๐ฑ ๐ฑ๐ฒ๐๐ถ๐ด๐ป & ๐ถ๐บ๐ฝ๐น๐ฒ๐บ๐ฒ๐ป๐๐ฎ๐๐ถ๐ผ๐ป ๐ผ๐ณ ๐ฐ๐ผ๐๐-๐ฒ๐ณ๐ณ๐ฒ๐ฐ๐๐ถ๐๐ฒ, ๐๐ป๐ฑ๐ถ๐ฎ-๐ฏ๐ฎ๐๐ฒ๐ฑ ๐ ๐๐ฆ ๐๐ป๐ฎ๐น๐๐๐ถ๐ฐ๐ ๐๐ฎ๐น๐ฒ๐ป๐ ๐ต๐๐ฏ for Global Equities, engineering PnL comp & benefits cost-savings of over 500K+ annually
- ๐๐ฒ๐ฑ ๐ฟ๐ฎ๐ฝ๐ถ๐ฑ ๐ฒ-๐บ๐ผ๐ป๐๐ต ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐ & ๐ฟ๐ผ๐น๐น-๐ผ๐๐ ๐ผ๐ณ ๐ฝ๐ฟ๐ผ๐ฝ๐ฟ๐ถ๐ฒ๐๐ฎ๐ฟ๐ ๐๐น๐ผ๐ฏ๐ฎ๐น ๐ฆ๐ฎ๐น๐ฒ๐ ๐๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ ๐ฝ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ, transforming transparency, accountability & business planning, and producing a +15% YOY increase in top client profitability
1997 - 2008
~11 yrs
Team & coworkers
Colleagues at Moody's Corporation
Other employees you can reach at glmx.com. View company contacts for 25 employees →
GS
George Stultz
Colleague at Moody'S Corporation
New York, New York, United States, United States
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RI
Rashmi Iyer
Colleague at Moody'S Corporation
New York, New York, United States, United States
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AZ
Adam Zogby
Colleague at Moody'S Corporation
New York, New York, United States, United States
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DJ
Daniel Joseph Lee
Colleague at Moody'S Corporation
New York, New York, United States, United States
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TS
Tom Stibbe
Colleague at Moody'S Corporation
London, England, United Kingdom, United Kingdom
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DL
Dan Long
Colleague at Moody'S Corporation
United Kingdom, United Kingdom
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RZ
Robert Zekraus
Colleague at Moody'S Corporation
New York, New York, United States, United States
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TC
Tom Curley
Colleague at Moody'S Corporation
New York, New York, United States, United States
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MV
Michel Vazirani
Colleague at Moody'S Corporation
New York, New York, United States, United States
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EG
Enza Giglio
Colleague at Moody'S Corporation
New York, New York, United States, United States
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George Stultz
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
RI
Rashmi Iyer
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
AZ
Adam Zogby
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
DJ
Daniel Joseph Lee
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
TS
Tom Stibbe
Colleague at Moody'S Corporation
London, England, United Kingdom, United Kingdom
View →
DL
Dan Long
Colleague at Moody'S Corporation
United Kingdom, United Kingdom
View →
RZ
Robert Zekraus
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
TC
Tom Curley
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
MV
Michel Vazirani
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
EG
Enza Giglio
Colleague at Moody'S Corporation
New York, New York, United States, United States
View →
1 education record
Jay Epstein education
FAQ
Frequently asked questions about Jay Epstein
Quick answers generated from the profile data available on this page.
What company does Jay Epstein work for?
Jay Epstein works for Moody's Corporation.
What is Jay Epstein's role at Moody's Corporation?
Jay Epstein is listed as Director, Relationship Manager | Asset Management Client Portfolio, US and Canada at Moody's Corporation.
What is Jay Epstein's email address?
AeroLeads has found 1 work email signal at @lehman.com for Jay Epstein at Moody's Corporation.
What is Jay Epstein's phone number?
AeroLeads has found 2 phone signal(s) with area code 416 for Jay Epstein at Moody's Corporation.
Where is Jay Epstein based?
Jay Epstein is based in Westfield, New Jersey, United States while working with Moody's Corporation.
What companies has Jay Epstein worked for?
Jay Epstein has worked for Moody'S Corporation, Glmx - Access, Automate, Analyze, Bmo Capital Markets, Nomura, and Citi.
Who are Jay Epstein's colleagues at Moody's Corporation?
Jay Epstein's colleagues at Moody's Corporation include George Stultz, Rashmi Iyer, Adam Zogby, Daniel Joseph Lee, and Tom Stibbe.
How can I contact Jay Epstein?
You can use AeroLeads to view verified contact signals for Jay Epstein at Moody's Corporation, including work email, phone, and LinkedIn data when available.
What schools did Jay Epstein attend?
Jay Epstein holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Northeastern University.
What skills is Jay Epstein known for?
Jay Epstein is listed with skills including Capital Markets, Hedge Funds, Equities, Fixed Income, Investment Banking, Trading Systems, Bloomberg, and Management.
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