Phil Morrissette
About Phil Morrissette
Phil Morrissette is an Investment Banking Vice President at Jefferies in New York, with a background in economics and an MBA from Carnegie Mellon University.
Current Role at Jefferies
Phil Morrissette currently holds the position of Investment Banking Vice President at Jefferies, beginning his role in 2023. Located in New York, United States, this position involves a range of responsibilities including overseeing client relationships, managing financial transactions, and providing strategic advisory services to clients.
Previous Experience at Jefferies
Before assuming the role of Vice President, Phil Morrissette worked as an Investment Banking Associate at Jefferies from 2022 to 2023. During this one-year tenure in New York, he was responsible for supporting senior bankers, performing financial analyses, and assisting in the execution of major transactions.
Investment Banking Experience at Truist Securities
Phil Morrissette also spent a year as an Investment Banking Associate at Truist Securities, from 2021 to 2022, in New York. His role at Truist Securities involved working on various financial transactions, contributing to deal strategies, and conducting market research to support client needs.
Investment Banking Associate at Berkery, Noyes & Co., LLC
Phil Morrissette worked for three years, from 2018 to 2021, as an Investment Banking Associate at Berkery, Noyes & Co., LLC in New York. During his tenure, he focused on providing advisory services, facilitating mergers and acquisitions, and performing due diligence for clients.
Educational Background and MBA from Carnegie Mellon University
Phil Morrissette pursued his Master of Business Administration (MBA) at Carnegie Mellon University's Tepper School of Business, graduating after two years of study from 2016 to 2018. This educational experience provided him with advanced knowledge and skills in finance, management, and strategic planning.
Bachelor's Degree in Economics from Allegheny College
Phil Morrissette earned his Bachelor of Arts (B.A.) degree in Economics from Allegheny College. He studied there for four years, from 2009 to 2013. This foundational education equipped him with a strong understanding of economic principles and analytical skills.