John Kozak Email and Phone Number
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John Kozak personal email
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As the Senior Vice President - Investment Desk at Bankers' Bank, I provide strategic input, portfolio management and liquidity solutions for the banks clients. I have more than 15 years of experience in the municipal bond market, trading, underwriting, and sales, at leading financial institutions such as Citigroup, William Blair, and Cabrera Capital.I am passionate about delivering consistent revenue growth, fostering teamwork, and competing daily for P&L in fast-moving markets. I have a strong track record of negotiating underwriting, leading competitive bids, directing trading desks, and cultivating business development deals representing over $1 billion in new revenue. I am also a trusted leader who has directed strategy, teams, and performance for diverse organizations, from a global corporation with 350,000 employees to a thriving firm of 100 employees. I am a polished communicator with strong analytical skills, able to engage executives, peers, teams, and decision-making leaders.. I hold the FINRA Series 7, Series 52, and Series 53 licenses.
Bankers' Bank
View- Website:
- bankersbankusa.com
- Employees:
- 131
-
Senior Vice President - Investment DirectorBankers' Bank May 2022 - PresentChicago, IlDistribution of financial products to community bank CEO/CFO's who invest for their bank portfolio. Assets typically include (but are not limited to) UST, agencies, municipals, CD's, MBS, Sub-Debt. I underwrite municipal bonds for our broker/dealer desk. -
Senior Vice President InvestmentsBankers' Bank May 2022 - Present -
Managing Director, Municipal Sales & TradingCabrera Capital Markets, Llc Oct 2018 - May 2022Chicago, IlLead a team of institutional sales representatives and execute buy/sell trades for a financial securities firm with large financial institutions clients. Provide strategic direction and manage the efficiency and operational effectiveness of the municipal desk to deliver on revenue goals. -
Muni Bond TraderWilliam Blair 2014 - 2017ChicagoGeneral market block trader for William Blair, 5yrs+, A or better. Trading Manager with supervision of a team of 2 traders. Managed inventory, set trading policies and ensured of full compliance with FINRA & MSRB regulations. Municipal Executive Committee member overseeing sales compensation in secondary and syndicate markets. Profitable trader every year. NOTE: William Blair decided municipals did not fit with corporate goals and the entire division was released (trading, sales, public finance and their support staff). -
DirectorCiti Jun 2009 - Aug 2014Chicago, IlPromoted to Municipal Bond Trader and Underwriter for 14 Midwest states. Underwriting municipal bonds in the competitive arena for issuers $30 million and below. Profitable trader every year. -
DirectorCiti Jul 1998 - Jul 2009Philadelphia, PaRegional Marketing Manager with 1-2 direct reports. Managed the marketing of municipal bonds to a five state region which consisted of approximately 1,400 Smith Barney Financial Advisors. -
Vice PresidentCiti Nov 1996 - Jul 1998Chicago, IlMunicipal Bond Liaison responsible for the marketing of municipal bonds to branches in the Midwest region. Primary accountability for an upper tier of customers that were enrolled in the firm's High Net Worth program. Reviewed portfolios to generate trade ideas that would allow the customer to improve on their position as the market moved.
John Kozak Skills
John Kozak Education Details
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Finance And Banking
Frequently Asked Questions about John Kozak
What company does John Kozak work for?
John Kozak works for Bankers' Bank
What is John Kozak's role at the current company?
John Kozak's current role is Senior VP - Investment Director @ Bankers' Bank.
What is John Kozak's email address?
John Kozak's email address is jk****@****tal.com
What schools did John Kozak attend?
John Kozak attended University Of Nebraska At Omaha.
What skills is John Kozak known for?
John Kozak has skills like Portfolio Management, Capital Markets, Bonds, Trading, Fixed Income, Investments, Marketing, Financial Advisory, Securities, Series 7, Wealth Management, Microsoft Office.
Who are John Kozak's colleagues?
John Kozak's colleagues are Christopher Schott, Barbara Job-Packham, Greta Foor, Rachael Newman, Tom Papenthien, Jake Ottelien, Cheryl Van Arsdel.
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John Kozak
Creative Team Leader : Creative Operations | Team Management | Brand Champion | Creative Direction | Problem Solver | Vision | Strategy | MentorFremont, Ca -
John Kozak
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