James Crouch Email & Phone Number
@morganstanley.com
LinkedIn matched
Who is James Crouch? Overview
A concise factual answer block for searchers comparing this professional profile.
James Crouch is listed as Managing Director at Laurel Street Capital, a with 1 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for James Crouch.
James Crouch previously worked as Board Member at Private Directors Association® and Advisory Board Member at Financeiq.Ai. James Crouch holds Cibe, Executive Cfo Business Management from Columbia Business School Executive Education.
Email format at Laurel Street Capital
This section adds company-level context without repeating James Crouch's masked contact details.
AeroLeads found 1 current-domain work email signal for James Crouch. Compare company email patterns before reaching out.
About James Crouch
I am a Finance Executive with over 25 years of experience in financial analysis, capital markets, and business strategy.My expertise in data analysis, trend identification, business strategy, and operational management enables me to deliver valuable insights for business leadership and clients, leading to productivity gains, expanded client growth, and heightened profitability.My most notable achievements include:• Led a global cross-functional team responsible for a $300M business, driving $75M in additional revenue.• Led a resource optimization plan at Morgan Stanley, improving client service efficiency by 30%.• Increased regional revenue by 50% through cross-selling and new institutional client development as Head of International Equity Sales.• Ranked #1 for European equity product sales to West Coast investment management firms.• Achieved top 5 Extel Survey ranking for financial analysis and investment research as an Equity Investment Analyst at Credit Lyonnais.• Secured $10M in standby funding for a small business acquisition while leading deal due diligence and advising small businesses at Laurel Street Capital.I have a strong track record of managing change, improving operational efficiency, and capitalizing on new business opportunities in the industry.My passion lies in financial analysis, investment evaluation, and operational strategy. I use this to help lower middle-market privately owned businesses reach their next stage of growth. My track record of managing large teams and driving revenue growth, identifying emerging trends, and aligning business strategy with market shifts sets me apart. Let’s connect to discuss how I can add value to your organization with my experience in financial strategy, investment evaluation, and operational leadership.
Listed skills include Equities, Capital Markets, Hedge Funds, Alternative Investments, and 8 others.
James Crouch's current company
Company context helps verify the profile and gives searchers a useful next step.
James Crouch work experience
A career timeline built from the work history available for this profile.
Board Member
SF Chapter, Board Directors Opportunities Committee, Vice Chairman
Advisory Board Member
While working as an advisory board member at FinanceIQ.AI, I have conducted analysis of market trends, product features, and pricing strategies. I collaborated with founders to define the product roadmap and generated product insights and marketing strategies.Key Achievements :-- Built business model to predict asset management market size for new product development; analysed product offering and plan to target > 100 potential North American asset management customers.- Conducted strategic product analysis based on customer insights, long term business strategy to evaluate new product offering.- Made potential new customer introductions and support managements seed-capital fund raising activities.
Principal | Investment | Advisory Services
As principal at Laurel Street Capital, I am responsible for identifying lower middle-market business acquisition opportunities offering stable cash generation, potential for growth, and strong risk-adjusted returns.• I have sourced and evaluated > 80 potential private investments implementing a rigorous due diligence process, resulting in the identification and selection of approx. 6 potential investment opportunities with strong returns and growth potential that have been moved into initial deal stages.• I spearhead the end-to-end deal process for investment transactions, navigating complex deal terms to drive favorable outcomes.• Additionally, I have advised 5 small businesses on capital raising strategies, and have made introductions to sources of funding for business expansion totalling $5M.
Global Head Of Client Revenue Management & Business Development
Secured a competitive edge by rapidly adapting to emerging industry trends and regulations, leading to client and revenue growth.• Supervised change management and improved cross-divisional operational processes to benefit customers and increase business process efficiency.• Capitalized on new business opportunities using a keen eye for high growth potential and significant ROI that generated 25% growth in product revenue.• Drove > 30% client business growth through strategic data-driven insights on investment manager and asset allocator trends.• Delivered customer solutions in collaboration with sales, trading and research whilst managing firm risk.• Led strategic assessment of new trading model to evaluate the opportunity and potential impact on firm revenues.• Implemented operational improvements within a diverse global team, creating 10-20% headcount and client service efficiencies.• Acted as Advisory Board Member to a vendor-partner, guiding product development, marketing strategy, and providing investment oversight for 8 consortium members.
Head Of International Equity Sales, West Coast Region
Designed and executed investment manager client coverage strategies to achieve revenue targets and client service standards for a 5-person international equity sales team. • Grew regional revenue by 50% while introducing 12 new institutional advisory clients to the company.• Ranked #1 for European equity product sales to West coast-based investment management firms. • Managed team of 5 international equity salespeople and drove accountability for service standards and results.• Advised 40 European companies on capital market strategies for successful IPOs and follow-on-offerings. • Communicated cross-asset alpha-generating international equity investment ideas to investment management clients. • Led engagement with European company C-suite management on investor views and positioning.
Advisory Board Member
• Product development.• Go-to-market strategy.• Investment consortium oversight.
Director, Head Of European Equity Sales, West Coast Region
As Head of European Equity Sales at Citigroup, I established the first in-region international equity sales presence, growing the client base for the firm, and driving revenue growth opportunities.- I formulated business strategies targeted at surpassing revenue goals, and achieving top-tier industry rankings for client coverage and service.- Led talent acquisition efforts resulting in a 75% increase in team capacity.- Established a market-leading provider of European public equity market investment advice, garnering a 15% revenue share.
Director, European Equity Sales
Equity Research Analyst
Established a strong track record in financial analysis and investor research across diverse industry sectors, including oil & gas, chemical production, textile manufacturing, beverages, and food manufacturing. Extel-ranked.
James Crouch education
Cibe, Executive Cfo Business Management
Certificate, Artificial Intelligence, Applications For Growth
Fmva, Financial Modeling And Valuation
Bachelor'S, Economics
Frequently asked questions about James Crouch
Quick answers generated from the profile data available on this page.
What company does James Crouch work for?
James Crouch works for Laurel Street Capital.
What is James Crouch's role at Laurel Street Capital?
James Crouch is listed as Managing Director at Laurel Street Capital.
What is James Crouch's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for James Crouch at Laurel Street Capital.
Where is James Crouch based?
James Crouch is based in San Francisco, California, United States while working with Laurel Street Capital.
What companies has James Crouch worked for?
James Crouch has worked for Laurel Street Capital, Private Directors Association®, Financeiq.Ai, Morgan Stanley, and Ihs Markit.
How can I contact James Crouch?
You can use AeroLeads to view verified contact signals for James Crouch at Laurel Street Capital, including work email, phone, and LinkedIn data when available.
What schools did James Crouch attend?
James Crouch holds Cibe, Executive Cfo Business Management from Columbia Business School Executive Education.
What skills is James Crouch known for?
James Crouch is listed with skills including Equities, Capital Markets, Hedge Funds, Alternative Investments, Equity Research, Bloomberg, Asset Management, and Investment Banking.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial