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MEMBER PROFILE

 

David Birnbaum

Morgan Stanley

 

Member profile details

Membership level
Long Island
First name
David
Last name
Birnbaum
Title
Alternative Investments Director
Company
Morgan Stanley
 

CONTACT INFORMATION

City
East Northport
State
New York
 

PROFILE INFORMATION

Call me when
Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning
Profession
  • Banker
  • Consultant
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Debt
  • Employee benefits
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Real estate
  • Retirement
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified Financial Planner, Qualified Plan Fiduciary Consultant
In Business Since
2003
How to contact
David.birnbaum@morganstanley.com, 516-672-2639
LinkedIn profile link
http://linkedin.com/in/birnbaumbank
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