Image of Mark CFA

Mark CFA

Vice President

Relationship Executive at JPMorgan

San Francisco, California

Section title

Mark CFA's Email Addresses & Phone Numbers

Mark CFA's Work Experience

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

Mark CFA's Education

University of Southern California - Marshall School of Business

MBA

2006 to 2008

Chartered Financial Analyst designation

CFA

2003 to 2006

University of California, San Diego

BS

1999 to 2003

Mark CFA's Professional Skills Radar Chart

Based on our findings, Mark CFA is ...

Community-minded
Expressive
Intuitive

What's on Mark CFA's mind?

Based on our findings, Mark CFA is ...

38% Left Brained
62% Right Brained

Mark CFA's Estimated Salary Range

About Mark CFA's Current Company

SunTrust Robinson Humphrey

Frequently Asked Questions about Mark CFA

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 is Mark CFA's personal email address?

Mark CFA's personal email address is d****[email protected]


What is Mark CFA's business email address?

Mark CFA's business email addresses are not available


What is Mark CFA's Phone Number?

Mark CFA's phone (213) ***-*138


What industry does Mark CFA work in?

Mark CFA works in the Investment Banking industry.


About Mark CFA

📖 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


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In a nutshell

Mark CFA's Personality Type

Introversion (I), Sensing (S), Feeling (F), Perceiving (P)

Average Tenure

2 year(s), 5 month(s)

Mark CFA's Willingness to Change Jobs

Unlikely

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