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@cabreracapital.com
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John Kozak is listed as Senior VP - Investment Director @ Bankers' Bank at Bankers' Bank, a with 131 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at cabreracapital.com and a matched LinkedIn profile for John Kozak.
John Kozak previously worked as Senior Vice President - Investment Director at Bankers' Bank and Senior Vice President Investments at Bankers' Bank. John Kozak holds Bachelor'S Degree, Finance And Banking from University Of Nebraska At Omaha.
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AeroLeads found 1 current-domain work email signal for John Kozak. Compare company email patterns before reaching out.
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.
Listed skills include Portfolio Management, Capital Markets, Bonds, Trading, and 10 others.
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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.
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.
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).
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.
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.
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.
Other employees you can reach at bankersbankusa.com. View company contacts for 131 employees →
Udhaya Sankar
Colleague at Bankers' BankTamil Nadu, India
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Michael Kelley
Colleague at Bankers' BankMadison, Wisconsin, United States
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Kim Barreau
Colleague at Bankers' BankGreater Madison Area, United States
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Molly Gross
Colleague at Bankers' BankMonroe, Wisconsin, United States
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Linda Lease
Colleague at Bankers' BankCarmel, Indiana, United States
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Julia Clark
Colleague at Bankers' BankWichita, Kansas, United States
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Andy Hoffman
Colleague at Bankers' BankMenasha, Wisconsin, United States
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Fahmi Al Hemifadz
Colleague at Bankers' BankIndonesia
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Lindsey Stephenson
Colleague at Bankers' BankEarlham, Iowa, United States
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Daniel Healy
Colleague at Bankers' BankDeerfield, Illinois, United States
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Quick answers generated from the profile data available on this page.
John Kozak works for Bankers' Bank.
John Kozak is listed as Senior VP - Investment Director @ Bankers' Bank at Bankers' Bank.
AeroLeads has found 1 work email signal at @cabreracapital.com for John Kozak at Bankers' Bank.
John Kozak is based in Greater Chicago Area, United States while working with Bankers' Bank.
John Kozak has worked for Bankers' Bank, Cabrera Capital Markets, Llc, William Blair, and Citi.
John Kozak's colleagues at Bankers' Bank include Udhaya Sankar, Michael Kelley, Kim Barreau, Molly Gross, and Linda Lease.
You can use AeroLeads to view verified contact signals for John Kozak at Bankers' Bank, including work email, phone, and LinkedIn data when available.
John Kozak holds Bachelor'S Degree, Finance And Banking from University Of Nebraska At Omaha.
John Kozak is listed with skills including Portfolio Management, Capital Markets, Bonds, Trading, Fixed Income, Investments, Marketing, and Financial Advisory.
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