HR Execs on the Move

CastleOak Securities

www.castleoaklp.com

 
CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.castleoaklp.com
  • 3 World Financial Center 200 Vesey Street, 4th Floor
    New York, NY USA 10022
  • Phone: 646.521.6700

Executives

Name Title Contact Details
Helen Balk
Senior Vice President of Finance Profile

Similar Companies

Aspiration

Aspiration is the leading platform to help people spend, save, shop, and invest to both "Do Well" and "Do Good." By bringing quality, ethical and sustainable financial products to all, Aspiration is on a mission to revolutionize the financial industry and change it for the better. Aspiration Partners, Inc. is a certified B Corp. Headquartered in Marina del Rey, CA, Aspiration Partners Inc is backed by investors including Alpha Edison, AGO, UBS O`Connor Capital Solutions, Sutter Rock, Allen & Company, the Omidyar Network, Social Impact Finance, Joseph Sanberg, Alex Pomeroy, Glenn "Doc" Rivers, Orlando Bloom, and Leonardo DiCaprio.

Benefit Payee Services

Benefit Payee Services is a Denver, CO-based company in the Financial Services sector.

Spires

Spires is a Florence, AL-based company in the Financial Services sector.

Neufeld Learning Systems

Neufeld Learning Systems is a Kissimmee, FL-based company in the Financial Services sector.

Tompkins Financial

Tompkins Financial Corporation is a NY state based financial services holding company with $5 billion in assets, providing community banking, insurance, and wealth management services. Committed to creating long-term value for clients, communities, and shareholders, Tompkins` strategy emphasizes responsible growth and strong ROE. Independent analysts have recognized Tompkins as among the nation`s best-performing financial companies. For over 175 years, Tompkins has been a partner to our customers in one of the most important ways imaginable: In helping them achieve their financial goals. In banking, we provide clients with high-quality financial products and exceptional service. We help our communities by reinvesting deposits as loans to local families and businesses, and by supporting local organizations. We are the parent company to four community banks: Tompkins Trust Company, Tompkins Bank of Castile, Tompkins Mahopac Bank and Tompkins VIST Bank. Altogether, we operate 67 banking offices serving New York and Pennsylvania. In insurance, we help individuals and businesses get the coverage they need with cost savings and exceptional local service through Tompkins Insurance Agencies. And in wealth management, we collaborate with clients as a trusted advisor, providing a wealth of resources to help them build, protect, and preserve wealth through Tompkins Financial Advisors. Each Tompkins Financial affiliate operates under the direction of its own local decision makers. This allows us to concentrate on the unique needs of the communities and customers we serve. Tompkins is pleased to have been recognized as among the nation`s strongest and best-performing financial companies by independent analysts including The Staton Institute, Sandler O`Neill & Partners, and KBW (Keefe, Bruyette, & Woods).