Jonathan Levy Email & Phone Number

New York, New York

• Charter member of group mandated with creating and developing a structured reinvestment book to provide funding for Corporate Treasury as well as various desks at the bank• Source, originate, price, structure and execute guaranteed investment contracts (GICs), structured deposits, interest rate swaps and other bespoke derivatives• Market structured reinvestment products to issuers, brokers, bankers, financial advisors and counsel• Negotiate economic terms and documents for derivatives of tax-exempt/taxable bond financings• Review, approve and arrange conditions for request for proposals as well as enforce provisions of agreements to mitigate potential losses due to non-adherence

Greater New York City Area

• Charter member of group, with matched book size at its peak of $5B in assets and $5B in liabilities• Priced, structured, and managed GICs, repurchase agreements, forward delivery agreements and interest rate caps and interest rate swaps • Managed business through Global Financial Crisis by conducting opportunistic sales of assets and terminations of liabilities in order to wind down the matched book• Restarted the business to provide funding for corporate treasury• Vetted and analyzed potential assignment and transfer opportunities from downgraded competitors• Negotiated all legal aspects and executed documents for derivatives of municipal bond financings• Enforced provisions of agreements to mitigate potential losses due to non-adherence

Greater New York City Area

• Book size of >$10B in assets and >$10B in liabilities• Negotiated and drafted GICs for proceeds from muni bonds, synthetic CDOs and credit linked notes• Oversaw conditioning for request for proposals

Greater New York City Area

• Developed strategies and drafted all corporate documentation for the formation and capitalization of new ventures including hedge funds/private placements

• Oversaw the pre-hire approval process for all PaineWebber branches • Reviewed customer complaints (sales violations), examined civil and criminal cases, responded to all branch inquiries and approved outside accounts, activities and investments for employees firm wide

Bs, Psychology

Jd

Activities and Societies: Bar Admissions: New York & New Jersey