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

MG Stover

MG Stover & Co. was founded in 2007 by prior Big 4 auditors and fund operators. We are a fund accounting and administration company that uses highly specialized technology for portfolio and partnership accounting. We support a diverse range of clients including hedge funds, funds of funds, private equity & venture capital funds, and family offices. Each client is assigned a dedicated Account Manager who responsible for all aspects of the client/fund relationship including: fund operations, trade execution, NAV calculation and timely resolution of manager or investor inquires. MG Stover & Co. has proven expertise in customizing third party administration and/or middle office solutions for its clients, while executing the agreed upon responsibilities with the highest level of integrity and service.

VSoft Corporation

VSoft is a leading provider of banking and payment solutions to financial institutions of all sizes worldwide. Founded in 1996 in Atlanta, we serve more than 2,600 institutions on multiple continents, while successfully managing significant growth. Our keys to success have been our outstanding associates located in the U.S. and in India, who have developed, sold and supported innovative solutions. VSoft`s original founders remain in leadership today. We are also privileged to have customers ranging from community to global financial institutions who have participated in our growth by providing valuable guidance on their needs and strategic direction. At VSoft we believe that listening carefully to our clients and striving to exceed their expectations are vital to our continued success.

BlueVine

BlueVine is on a mission to empower small businesses with innovative banking designed for them. Small businesses deserve accessible and modern financial services, and traditional banks have underserved them for too long. By combining industry-leading technology and security with our team`s expertise and care, we help small businesses spend their time on what matters most—the next chapter of their business. Since 2013, we`ve provided small and medium-sized businesses with access to more than $5.4 billion in financing. As a top small business banking provider trusted by thousands of small business owners, we`re proud to offer a full suite of tailored banking services, including a business checking account, line of credit, and invoice factoring. Headquartered in Redwood City, CA, and with offices in Tel Aviv, Salt Lake City, Jersey City, and New Orleans, we`re hiring problem solvers and collaborators to help build a better financial future for small business owners.

Canadian Direct Insurance

Canadian Direct Insurance is a Vancouver, BC-based company in the Financial Services sector.

Beckman Properties

Beckman Properties is a San Diego, CA-based company in the Financial Services sector.