John Kozak

John Kozak Email and Phone Number

Senior VP - Investment Director @ Bankers'​ Bank @ Bankers'​ Bank
madison, wisconsin, united states
John Kozak's Location
Greater Chicago Area, United States
John Kozak's Contact Details
About John Kozak

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.

John Kozak's Current Company Details
Bankers'​ Bank

Bankers'​ Bank

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Senior VP - Investment Director @ Bankers'​ Bank
madison, wisconsin, united states
Employees:
131
John Kozak Work Experience Details
  • Bankers'​ Bank
    Senior Vice President - Investment Director
    Bankers'​ Bank May 2022 - Present
    Chicago, Il
    Distribution 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.
  • Bankers'​ Bank
    Senior Vice President Investments
    Bankers'​ Bank May 2022 - Present
  • Cabrera Capital Markets, Llc
    Managing Director, Municipal Sales & Trading
    Cabrera Capital Markets, Llc Oct 2018 - May 2022
    Chicago, Il
    Lead 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.
  • William Blair
    Muni Bond Trader
    William Blair 2014 - 2017
    Chicago
    General 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).
  • Citi
    Director
    Citi Jun 2009 - Aug 2014
    Chicago, Il
    Promoted 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.
  • Citi
    Director
    Citi Jul 1998 - Jul 2009
    Philadelphia, Pa
    Regional 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.
  • Citi
    Vice President
    Citi Nov 1996 - Jul 1998
    Chicago, Il
    Municipal 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

Portfolio Management Capital Markets Bonds Trading Fixed Income Investments Marketing Financial Advisory Securities Series 7 Wealth Management Microsoft Office Leadership Data Analysis

John Kozak Education Details

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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