Michael K. Email & Phone Number

Managing Director of Institution Sales & Debt Capital Markets at Oppenheimer & Co. Inc.With a talent for working with a “big picture” lense, I offer my clients strategies and insight to achieve their financial/investment goals while offering superior customer service and exceeding corporate objectives. As a top Institutional Sales professional and experienced Finance Executive, I help company officials drive revenue through personalized portfolio management and data-driven recommendations for improved sales methods, account acquisition processes, and client investment solutions. Combining my well-established industry relationships and entrepreneurial drive, I explore new business opportunities as it relates to company initiatives, and collaborate with internal teams to deliver the best of company services to prospective clients. Throughout my 24 year career, I have utilized skills in quantitative analytics, financial modeling, and portfolio management to provide objective advice on corporate and client financing alternatives. I have received recognition over the years for revenue generation accomplishments which include generating over $80 million dollars from account procurement and sales. I have also received repeated recognition as Top Salesman and Top-Producing Institutional Sales Professional. Working in highly collaborative matrix environments, I expand growth opportunities and offer sophisticated financial and investment management recommendations. I have contributed to highly-functional teams of operational, sales, and marketing professionals and implements successful methods for leading cross-functional teams and projects. Through my experiences, I have gained comprehensive skills to satisfy both corporate and client needs, and have found great success every step of the way. FINRA Financial Industry Regulatory Authority (FINRA), License Series 7, 3, 63.

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  Managing Director – Debt Capital Markets

  Oppenheimer & Co. Inc.

  2016 - Present - New York, New York