Elizabeth Coolidge

Elizabeth Coolidge Email and Phone Number

Board ready financial services leader with a proven track record of award winning, innovative deals. I am passionate about mentoring youth and civic engagement which is evidenced by my current and past board service. @ Oppenheimer & Co. Inc.
new york, new york, united states
Elizabeth Coolidge's Location
Greater Chicago Area, United States
About Elizabeth Coolidge

With over 30 years of experience as a managing director in the financial industry, I am passionate about providing innovative and impactful solutions for public sector clients. I have a proven track record of leading and executing complex, award winning transactions, managing high-performing teams, and building long-term relationships with key stakeholders. As the head of the Midwest region at UBS, I oversee the origination, structuring, and distribution of municipal bonds and other financing products for state and local governments, agencies, and nonprofits in the area.At UBS, I have successfully closed over $40 billion in senior managed deals, including a landmark $1.4 billion refunding for the Chicago Board of Education that generated over $200 million in savings for the district. I have also expanded our presence and market share in the region, securing new mandates and increasing our ranking among senior managers. I leverage my skills in investments, investment banking, and portfolio management to deliver optimal results for our clients and our firm. I am honored to be recognized as one of the Trailblazing Women in Public Finance by the Bond Buyer in 2017, and I am committed to advancing diversity and inclusion in the industry.I am ready to explore corporate board service and have recently completed the Deloitte Center for Board Effectiveness program.I am licensed in the following States: IL, NY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Elizabeth Coolidge's Current Company Details
Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc.

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Board ready financial services leader with a proven track record of award winning, innovative deals. I am passionate about mentoring youth and civic engagement which is evidenced by my current and past board service.
new york, new york, united states
Website:
opco.com
Employees:
2663
Elizabeth Coolidge Work Experience Details
  • Oppenheimer & Co. Inc.
    Head Of Public Finance, Managing Director
    Oppenheimer & Co. Inc. Jan 2024 - Present
    Chicago, Illinois, United States
  • Ubs
    Managing Director, Head Of The Midwest Region
    Ubs Aug 2017 - Jan 2024
    Greater Chicago Area
  • Pnc
    Managing Director
    Pnc Feb 2013 - Jul 2017
    Chicago, Illinois
    Managed the Chicago Public Finance office where we executed over $1.3 billion in senior managed deals for the Chicago Public Schools, City of Chicago, and State of Wisconsin.
  • Siebert Brandford Shank & Co.
    Managing Director
    Siebert Brandford Shank & Co. Feb 2008 - Feb 2013
    Manager of the Chicago office. Lead banker responsible for all issuer relationships in the region.
  • Lehman Brothers
    Senior Vice President
    Lehman Brothers Mar 2000 - Feb 2008

Elizabeth Coolidge Education Details

Frequently Asked Questions about Elizabeth Coolidge

What company does Elizabeth Coolidge work for?

Elizabeth Coolidge works for Oppenheimer & Co. Inc.

What is Elizabeth Coolidge's role at the current company?

Elizabeth Coolidge's current role is Board ready financial services leader with a proven track record of award winning, innovative deals. I am passionate about mentoring youth and civic engagement which is evidenced by my current and past board service..

What schools did Elizabeth Coolidge attend?

Elizabeth Coolidge attended University Of Illinois Urbana-Champaign, St. Ignatius College Prep.

Who are Elizabeth Coolidge's colleagues?

Elizabeth Coolidge's colleagues are Harris Tuchman, Stephen Tomkins, Matt Wade, Kevin Kelly, Carlos Candelaria, Fritz Brown, John Gilchrist.

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