Relationship Executive at JPMorgan
San Francisco, California
SunTrust Robinson Humphrey
Vice President
October 2014 to Present
Bank of America Merrill Lynch
Vice President
January 2010 to April 2014
San Francisco Bay Area
Altegris Investments
Senior Associate
April 2009 to December 2009
Banc of America Securities
Investment Banking Associate
July 2008 to March 2009
San Francisco Bay Area
Context Capital Management, LLC
Portfolio Management Associate / Trader
June 2003 to July 2006
Engemann Asset Management
Research Assistant
June 1997 to August 2001
What company does Mark CFA work for?
Mark CFA works for SunTrust Robinson Humphrey
What is Mark CFA's role at SunTrust Robinson Humphrey?
Mark CFA is Vice President
What industry does Mark CFA work in?
Mark CFA works in the Investment Banking industry.
Who are Mark CFA's colleagues?
Mark CFA's colleagues are Stephen Tse, John-David Bennett, Kenneth CPA, James Patterson, Shane Hitzler, Gregory Wilson, Alexandra Egorova, Caitlin Dolan, Jordan Chuipek, and Jacob Lightner
📖 Summary
Experienced Global Corporate Investment Banking Professional focused on High Technology Companies. Financing expertise includes leveraged finance, High Yield Bond, Term Loan B, High Grade Bond, Term Loan A, Credit Facilities, Convertible Notes, Public equity, Private equity and Mezzanine debt structures to fund acquisitions, recapitalizations, leveraged buyouts and organic growth. Corporate finance, risk management (currencies, interest rate swaps), and advisory M&A background across the Tech sector Seasoned Buy-Side Investor with expertise in multi-strategy hedge fund portfolio strategies across the capital structure including equity, high yield debt, convertible bond, leveraged loans and private securities. Focus on volatility, options, futures and dynamic hedging for superior risk-adjusted returnsVice President @ From October 2014 to Present (1 year 3 months) Vice President @ From January 2010 to April 2014 (4 years 4 months) San Francisco Bay AreaSenior Associate @ From April 2009 to December 2009 (9 months) Investment Banking Associate @ From July 2008 to March 2009 (9 months) San Francisco Bay AreaPortfolio Management Associate / Trader @ From June 2003 to July 2006 (3 years 2 months) Research Assistant @ From June 1997 to August 2001 (4 years 3 months) MBA @ University of Southern California - Marshall School of Business From 2006 to 2008 CFA @ Chartered Financial Analyst designation From 2003 to 2006 BS @ University of California, San Diego From 1999 to 2003 Mark CFA is skilled in: Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking
Introversion (I), Sensing (S), Feeling (F), Perceiving (P)
2 year(s), 5 month(s)
Unlikely
Likely
There's 96% chance that Mark CFA is seeking for new opportunities
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