Company: Morgan Stanley
Title: Financial Advisor
Dallas, TX 75225
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Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader.
Over the last 35 years, his historical engagement deliverables have facilitated business mergers and acquisitions, corporate recapitalizations and sell-side transactions involving ESOP structures.
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