Kristin Stephens Email and Phone Number
With over 20 years of capital markets experience, I have a deep understanding of credit risk and opportunities across multiple sectors and regions across public, infrastructure and project finance. I am adept at evaluating the interplay of monetary, fiscal and public policy dynamics to client needs.My core competencies include credit analysis, credit risk management, research, credit advisory, and public finance investment banking, lending and insurance. I have successfully led and executed credit strategy for complex and high-profile financings, including for transactions winning Deal of the Year awards in 2019 and 2023.I am passionate about creating value for clients, stakeholders, and communities, and advancing the industry with best practices, collaboration and thought leadership.I am licensed in the following States: CT, IN, NY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
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Managing Director And Head Of The Northeast Region, Public FinanceOppenheimer & Co. Inc. Feb 2024 - Present -
Managing Director And Head Of Credit Strategies, Public FinanceUbs Mar 2018 - Jan 2023New York, New York, United StatesHead of Credit Strategies and an integral part of Public Finance leadership at UBS. Fostered a diverse, equitable and inclusive work environment while managing and mentoring a team and helping to build a newly formed Public Finance department launched in 2018. Responsible for providing tailored credit strategy across full swathe of clients, from high-profile issuers to high-yield, bespoke situations. Effected many winning credit outcomes and formed deep relationships by advocating tirelessly on clients' behalf, resulting in significant cost savings on current and future borrowings. -
Executive Director And Head Of Municipal Credit, CioUbs Aug 2008 - Mar 2018New York, New York, United StatesManaged a team, established long-standing relationships with financial advisors and private clients, partnered with Fixed Income Sales, and published extensive research. Lead author of UBS’ flagship monthly Municipal Market Guide. Record of on-point credit calls and actionable ideas leading to new revenue opportunities or capital preservation. -
Vice President, Public FinanceAca Capital Mar 2007 - May 2008New York, New York, United StatesResponsible for new business / deal execution contributing to a 33% year-over-year increase in premium revenue as well as portfolio management. Lead analyst for the firm's first tobacco securitization, first municipal reinsurance program, and first international project finance transaction. Improved underwriting policies and procedures. -
Vice President, Tax Exempt Capital MarketsJpmorgan Chase & Co. Jun 2001 - Dec 2006New York, New York, United StatesServed in various roles with a specialized credit focus (public and private side), including investment banking, investor outreach/marketing, research, and credit analysis for sales/trading/underwriting and the lending portfolio. - Active in issuer rating management strategies, obtaining initial credit ratings, providing preliminary rating assessments, and developing debt capacity analyses. - Directed investor outreach and marketing to institutional credit analysts for select complex new issue credits. - Responsible for regular dissemination of trading ideas to the municipal bond desk and responding to credit-related investor inquiries. -
Associate, Public FinanceAbn Amro Bank N.V. Sep 1999 - Jun 2001Chicago, Illinois, United StatesFoundational banking role.
Kristin Stephens Education Details
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Double Major In Economics And Political Science
Frequently Asked Questions about Kristin Stephens
What company does Kristin Stephens work for?
Kristin Stephens works for Oppenheimer & Co. Inc.
What is Kristin Stephens's role at the current company?
Kristin Stephens's current role is Managing Director and Head of the Northeast Region, Public Finance at Oppenheimer & Co. Inc..
What schools did Kristin Stephens attend?
Kristin Stephens attended Northwestern University.
Who are Kristin Stephens's colleagues?
Kristin Stephens's colleagues are Steve Jaffe, John Vitanzo, Matthew Weitz, Matthew Cohen, Matthew Madeira, Bonnie Siegal, Jane (Smith) Okulski.
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2americanoffice.com, moii.com
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Kristin Stephens
Passionately Helping Others To Discover And Display Their Full Potential.Columbus, Oh1univarsolutions.com -
Kristin Mateski
Marketing Executive | Leadership | Strategy | Branding | DigitalKansas City Metropolitan Area3yahoo.com, yahoo.com, walsworth.com1 +191368XXXXX
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