Securities underwriting services management

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Securities underwriting services management

For Business Continuity Plan please contact info oberonsecurities. He is CEO of All Media Ventures, and has been active as a private equity operating partner, CEO of a venture capital portfolio company, and board director of 8 companies, public and private.

In the media, consumer and technology sectors, his focus has been monetizing intellectual property for consumer-facing and B2B companies in licensing, entertainment, and technology.

Prior to joining Oberon, Securities underwriting services management served in the following roles: Corey has extensive experience leading mergers, acquisitions, divestitures and financing transactions, primarily for information services, digital media, marketing services, financial technology and financial services companies.

Before that, he worked at major firms including Dresdner Kleinwort Wasserstein formerly Wasserstein Perella and Smith Barney, as well as boutique advisory firms Landmark Ventures and the Garros Group, where he was a member of the founding team.

Corey earned his M. He is a CFA charterholder. Prior to becoming an investment banker, Len owned and operated a precision contract manufacturer that focused on highly engineered components for the aerospace and medical device industries.

He personally acquired 2 manufacturing securities underwriting services management and executed a hands-on strategy turning around the entire manufacturing process, supply chain and quality control. Len earned his M.

Naval Academy, and he served as a surface warfare officer in the U. Randy has successfully consummated transactions in the healthcare industry for medical device, medical services, pharmaceutical, hospital and other issuers in the healthcare industry, as well as for issuers in the consumer products, restaurant, business services, technology, and financials industries.

Prior to joining Oberon, Randy worked in managerial and leadership roles on transactions, in asset management and in corporate positions. He was a portfolio manager for the Occasio Fund, a U.

Randy earned his M. He is also an active member of the Illinois Bar. David has been a key team member on acquisitions, integration, and divestitures in public and private companies. Throughout his career David has been highly regarded for his significant operating and revenue improvements in a variety of senior roles with Iron Mountain, software and technology division of GE, EASEL, and analytical device divisions of Thermo Fisher Scientific.

David is a graduate of Bentley University. His work with Woodbridge included buy-side and sell-side engagements for companies and private equity firms in a variety of industries including information technology, business services, distribution, and manufacturing.

John also served as Managing Director of Elite Investment Group, an investment banking firm that he co-founded infocusing on the middle market.

He was also a Managing Partner of Saddle River Capital, a private investment firm, where he was responsible for all aspects of the investments and acquisitions of middle-market companies.

Prior to entering the investment banking business, John held key management positions in public companies of various industries such as manufacturing, business services, and retail. John earned his M. Darren has closed over deals through various types of transactions and sectors over the course of his career.

Darren earned his M. Prior to joining Oberon, Jason was Director, Business Development for Trivest Partners where he was responsible for originating investment opportunities across multiple industries. Jason earned his M.

Jason is also a college business instructor, wrestling coach, and former officer in the U. These transactions have ranged from small private placements to multi-billion U. His work has ranged from early-stage companies looking to accelerate growth through private placements to mature companies looking to recalibrate as they evolve through divestiture, joint-venue, or acquisition.

securities underwriting services management

Richard earned his M. Obloy previously was with Triton Equity Partners, a boutique investment bank and financial advisory firm providing real estate, bankruptcy and corporate turnaround services across the United States, Puerto Rico and the Caribbean. Prior to Triton, Ms. He led large IT organizations that built data centers and advanced communications systems; designed voice, data, e-commerce platforms; and designed hardware and software platforms for Fortune firms and the United States Air Force.

He has also spoken at investment and technology conferences and has been featured in business and industry publications including The Wall Street Journal and the Commercial Lending Review.

Robert earned his Ph. A highly sought-after speaker, Ms. Vosmek has most recently spoken at the United Nations and the Milken Institute.

In addition, Brian is the Founder and Managing Partner at Squarefield Capital, a media, entertainment and consumer oriented private investment company. Prior to starting Squarefield Capital, Brian was the Founder and Managing Partner of MESA, an investment bank specializing in transactions in the media, entertainment, and consumer industries which was acquired by Houlihan Lokey in As a leader of MESA, Brian was involved in more than transactions over 15 years, across all sectors of traditional and digital media.

Brian earned his M.Solutions & Services. Clayton Holdings LLC provides information and services that financial institutions, investors and government entities use to evaluate, acquire, securitize, service and monitor loans and asset-backed securities.

Income Securities provides portfolio management services through a referral arrangement with an independent SEC Registered Investment Adviser, Lehmann Livian Fridson Advisors LLC, on fixed income securities on a non-custodial basis. Wealth Management Services, offered through DTCC's National Securities Clearing Corporation (NSCC) subsidiary, have pioneered services that automate previously manual processes for the mutual funds, insurance and alternative investment products industries, fueling growth while .

Underwriting - Wikipedia

Underwriting is the process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. The. AGENT SERVICES; Wealth Management Services. Mutual Fund Services Participants are required to provide an eligibility request for specified securities to Underwriting by the submission of all required Issuer and securities data and all related offering documents, at a minimum, through the online Securities Origination, Underwriting and.

Oberon provides (i) sell-side advisory services to middle market business owners seeking a sale transaction or other liquidity event; and (ii) buy-side advisory services to businesses seeking growth through acquisition.

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