Morgan Fleming
About Morgan Fleming
Morgan Fleming is an Investment Banking Associate at Jefferies in the Greater New York City Area, with a background in accounting and extensive experience in investment banking and finance.
Current Role at Jefferies
Morgan Fleming serves as an Investment Banking Associate at Jefferies, a position held since 2019. Based in the Greater New York City Area, Morgan applies expertise in finance and banking to contribute to various investment banking activities. The role includes analyses, transactions, and advisory services tailored to client needs.
Previous Role at Jefferies
Prior to becoming an Investment Banking Associate, Morgan Fleming worked as an Investment Banking Analyst at Jefferies from 2018 to 2019. During this period, Morgan was involved in detailed financial modeling, valuation, and preparation of presentations for client engagements.
Roles at Credit Suisse
Morgan Fleming has extensive experience with Credit Suisse, where they served as an Investment Banking Analyst from 2016 to 2018. Before that, Morgan was the Investment Banking Committee (Financing) Coordinator from 2015 to 2016. These roles allowed Morgan to develop skills in financial structuring, transaction coordination, and committee facilitation.
Experience at PES Payroll
Morgan Fleming worked at PES Payroll in multiple roles. Initially, Morgan was a Staff Accountant from 2013 to 2014, followed by a role as Lead MydaEs Support / Production Accountant from 2014 to 2015. These positions equipped Morgan with experience in managing payroll systems and addressing production accounting needs.
Early Career at INC Research
Morgan started as an Accounts Receivable Specialist at INC Research from 2012 to 2013 in the Raleigh-Durham, North Carolina Area. This role involved managing accounts receivable processes, resolving discrepancies, and ensuring timely billing and collection activities.
Education Background
Morgan Fleming holds a Bachelor of Science (B.S.) in Accounting from Elon University, where they studied from 2008 to 2012. This foundational education provided significant knowledge in accounting principles, financial analysis, and related areas.