Jay Allen

Jay Allen Email and Phone Number

Bringing Innovative Ideas & Investors Together @ Confero Capital
Jay Allen's Location
Greater Boston, United States, United States
Jay Allen's Contact Details
About Jay Allen

Connect with me using:jay@doverallen.com or jay@conferocapital.comJay Allen is the Founder and Managing Partner of Confero Capital LLC. Jay excels at bringing innovative ideas and investors together. He specializes in capital raising for emerging and growth companies, infrastructure projects, and real estate opportunities. Jay is a veteran financial services executive who spent over 30 years at Credit Suisse as a Managing Director in fixed income sales and client management. He began his career in mortgage securities sales in New York City and transitioned to managing the largest Boston institutional clients for the full range of securitized products. As Key Account Manager, he established and enhanced client relationships with money managers, insurance companies, banks, and hedge funds in Boston. Jay is known for delivering in the short-run and establishing productive collaboration in the long run. He is a compelling negotiator, multi-dimensional team leader, passionate organizer, and tenacious problem solver. Jay graduated Magna Cum Laude and Phi Beta Kappa from Colby College and served on Colby’s visitor committee from 2013-2021. Jay is a dedicated mentor to Colby students interested in pursuing careers in the finance industry. He established Paving the Road to a Future in Finance, a financial career day in Boston for Colby students, in 2012 and has hosted the event for the past ten years. Extending his mentorship beyond the student population, Jay launched the Colby Financial Alumni Club in 2016 and the Passionate Alumni Advisor program in 2017. His work has led to over 600 student pairings with financial services and consulting mentors. Jay was recently awarded the Ernest C. Marriner Distinguished Service Award at his 35th Colby reunion.Jay serves on the board of Cathedral High School in Boston, a Catholic, urban and coeducational college preparatory school committed to excellence and social justice. Jay and his wife Laurie live near Boston, where Jay enjoys golf and mountain biking. Jay currently holds the Series 7,8,63, and SIE registrations with Finra

Jay Allen's Current Company Details
Confero Capital

Confero Capital

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Bringing Innovative Ideas & Investors Together
Jay Allen Work Experience Details
  • Confero Capital
    Managing Partner
    Confero Capital Jan 2022 - Present
    Confero Capital brings innovative ideas and investors together. Our sole focus is guiding our clients to efficiently achieve their goals and objectives. Founder and Managing Partner Jay Allen has curated a deep and compelling network of investors during his 35 years as an institutional financial services sales executive. He will leverage his network to work for you. If you are looking to raise money or invest in private equity, venture capital, infrastructure, real estate, or private credit, we can help. We provide financial strategy and capital raising services for emerging and growth companies. As an affiliate partner of Stonehaven, we have access to a diverse set of opportunistic direct and fund investments and the ability to raise capital from a broad array of institutional and family office investors. Confero Capital aims to take your business and investment strategy to the next level. Please consider Confero Capital as your next trusted partner when growing your company or portfolio. Confero Capital offers securities through Stonehaven, LLC, a Member of FINRA/ SIPC
  • Stonehaven, Llc
    Affiliate Partner
    Stonehaven, Llc Jan 2022 - Present
    New York, Ny, Us
    Confero Capital offers securities through Stonehaven, LLC, a Member of FINRA/ SIPC
  • Clozex Medical, Inc.
    Investor
    Clozex Medical, Inc. Aug 2018 - Present
    West Bridgewater, Massachusetts, Us
  • Offgridbox (Techstars W17)
    Mentor/Investor
    Offgridbox (Techstars W17) Jan 2017 - Present
    Somerville, Massachusetts, Us
    www.offgridbox.com
  • Drizly
    Investor
    Drizly Jul 2016 - Present
    Boston, Massachusetts, Us
  • Visible Good
    Investor
    Visible Good Mar 2016 - Present
    www.visible-good.com
  • Water Generating Systems
    Investor
    Water Generating Systems Apr 2015 - Present
    St. Petersburg, Fl, Us
  • Weild & Co.
    Managing Director
    Weild & Co. Apr 2017 - Oct 2021
    Boulder, Co, Us
    Our platform strategy is focused on enabling our registered professionals to provide a broader spectrum of corporate finance and capital raising services. These services span the gamut from strategic advisory, M&A, private placements, and public securities offerings to investor relations services. We strive to provide a differentiated approach that is client-focused and infused with our unrivaled understanding as to how market structure leads traditional Wall Street to work against the interests of the corporate client. We take particular pride in helping businesses and funds that contribute to job formation, economic growth, and quality of life.We are dedicated to building long-term relationships with each of our clients, founded on integrity, service and delivering results.
  • Meridian Fiber Group
    Senior Executive Vice President Of Business Development
    Meridian Fiber Group Feb 2019 - Apr 2021
    Raised $100 million from prominent Private Equity firm and engaged with potential co-build partners to design and construct a 3500-mile-long haul fiber network connecting major cities in the eastern United States and Canada.
  • Credit Suisse
    Managing Director
    Credit Suisse Jan 2006 - Jul 2016
    Zurich, Ch
    Personal sales production averaged $35 million of revenue per year from 2002-2011. Under my watch, the Fixed Income business in the New England area generated peak revenue of $175 million, and Boston client collaborative revenue averaged more than $450 million per year. Led Key Account Management – Established, fostered, and enhanced client relationships for all Credit Suisse product areas, providing senior sales coverage for money managers, insurance companies, banks, and hedge funds. Overall client and revenue responsibility focused on:• Business opportunity planning – strategies to grow market share• Advising Client C-Suite• Firm-wide client accountability• Long-term profit maximization• Penetrating new buyers• Protecting accounts from competition• Developing a culture of communication across internal silos• Client relationship management including cross sellingBRAND FORTIFICATION – In response to growing demand for both timely engagement and relevant feedback, developed and organized a thought leader program to enhance connectivity with major clients across important Credit Suisse product areas. The annual half day Boston Global Economic Forum and CIO dinner, including influential clients and top CS management, resulted in rave reviews, solidified and institutionalized senior relationships, and changed communication protocols and practices within the company.BUSINESS EXPANSION – Identified a hidden and overlooked opportunity in distressed Mortgage Backed Securities. Structured a creative proposal involving three prominent hedge funds to purchase investments in Mezzanine Non-Agency tranches. Landed a $3B deal that would have otherwise gone to a chief competitor. Client returns were 35+% in year one. Generated over $25M in revenue over the following 18 months with the three clients. Solidified CS Securitized Products Department as the most admired and dominant trading and structuring team on the street.
  • Credit Suisse
    Director
    Credit Suisse Jan 1996 - Jan 2006
    Zurich, Ch
  • Credit Suisse
    Vice President
    Credit Suisse Jan 1992 - Jan 1996
    Zurich, Ch
  • Credit Suisse
    Avp, Associate, Analyst
    Credit Suisse Jul 1986 - Jan 1992
    Zurich, Ch

Jay Allen Skills

Fixed Income Capital Markets Hedge Funds Equities Management Asset Management Leadership Investments Investment Banking Sales Strategic Partnerships Alternative Investments Derivatives Financial Markets Portfolio Management Trading Financial Modeling Sales Management Structured Products Financial Services Securities Business Development Private Equity Asset Allocation Finance Team Leadership

Jay Allen Education Details

  • Colby College
    Colby College
    Economics
  • Columbia Business School
    Columbia Business School
    Executive Coaching
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    Economics
  • Weston High School
    Weston High School

Frequently Asked Questions about Jay Allen

What company does Jay Allen work for?

Jay Allen works for Confero Capital

What is Jay Allen's role at the current company?

Jay Allen's current role is Bringing Innovative Ideas & Investors Together.

What is Jay Allen's email address?

Jay Allen's email address is ja****@****dco.com

What schools did Jay Allen attend?

Jay Allen attended Colby College, Columbia Business School, The London School Of Economics And Political Science (Lse), Weston High School.

What are some of Jay Allen's interests?

Jay Allen has interest in Golf, Wine Tasting, Basketball, Mountain Biking.

What skills is Jay Allen known for?

Jay Allen has skills like Fixed Income, Capital Markets, Hedge Funds, Equities, Management, Asset Management, Leadership, Investments, Investment Banking, Sales, Strategic Partnerships, Alternative Investments.

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