NewOak Capital LLC

Industry: Company

Description

Founded: 2008 Subsidiary: NewOak Asset Management LLC

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NewOak Capital LLC Employees

Employee
Years
Job
Industry
P. Peter Shahram P. Peter Shahram New York, New York Details
P. Peter Shahram's NewOak Capital LLC Experience October 2014 - September 2015
Job Associate
Industry Financial Services
Experience
NewOak Capital, LLC  October 2014 - September 2015
Law Firm  May 2013 - June 2014
Sullivan & Cromwell LLP  June 2012 - May 2013
Deily & Glastetter, LLP   March 2009 - February 2012

Skills
Bankruptcy, Creditors' Rights, Commercial Litigation, Legal Research, Civil Litigation, Litigation, Chapter 7, Chapter 13 Bankruptcy, Chapter 11, Foreclosures, Commercial Real Estate, Legal Writing, Dispute Resolution, Due Diligence, Courts, Securities, Restructuring, Legal Assistance, Liquidation, Real Estate, Appeals, Loans, Estate Planning, Business Litigation, Real Estate Transactions, Property Law, Securitization, Asset Backed Lending, Residential Mortgage..., Corporate Actions, Hearings, Trial Practice, Pleadings, Legal Advice, Residential Mortgages, Commercial Mortgage...

Education
Albany Law School of Union University   2007 — 2010
J.D., Law

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
BA, Economics

BRUCE STRENGBERG BRUCE STRENGBERG Greater New York City Area Details
BRUCE STRENGBERG's NewOak Capital LLC Experience January 2010 - August 2011
Job Managing Principal, Topsail Point Capital LLC.
Industry Capital Markets
Experience
Shay Financial Services, Inc.   August 2011 - Present
NEWOAK CAPITAL LLC   January 2010 - August 2011
B.C. Ziegler   2008 - 2010
Union Bank of Switzerland Capital Markets   1988 - 1994

Skills
Fixed Income Sales /..., Coaching, New Business Development, Seminars, Team Leadership, Innovation, Investment Properties, Strategic Planning, Bank Investments, Investments, Structured Products, Capital Markets, Hedge Funds, Loans, Finance, Portfolio Management, Sales, Bonds, Asset Management, Securities, Fixed Income, MBS, Series 7, Structured Finance, Equities, Bloomberg

Education
Pace University - Lubin School of Business   1974 — 1976
MBA, ECONOMICS

Malay Bansal Malay Bansal New York, New York Details
Malay Bansal's NewOak Capital LLC Experience April 2009 - November 2010
Job Real Estate/CMBS/Structured Finance Portfolio Manager/Trader/Banker
Industry Financial Services
Experience
BNY Mellon Investment Management  October 2014 - Present
Freddie Mac  September 2012 - October 2014
Bloomberg Valuations   March 2012 - September 2012
CapitalFusion Partners   December 2010 - March 2012
NewOak Capital LLC   April 2009 - November 2010
Merrill Lynch  September 2006 - 2008
Merrill Lynch  January 2002 - September 2006
Merrill Lynch  December 2000 - January 2002
Merrill Lynch  September 1997 - December 2000
Merrill Lynch  October 1996 - September 1997

Skills
Fixed Income, Investments, Portfolio Management, Trading, Hedging, Banking, Capital Markets, Structured Finance, Commercial Real Estate, Credit Analysis, Underwriting, Valuation, Structured Products, Bonds, Mortgages, Debt, CMBS, ABS, MBS, RMBS, CDO, CMO, Securitization, Options, Derivatives, Private Equity, Hedge Funds, Insurance, Mezzanine, Asset Management, Financial Modeling, Syndication, Business Development, Corporate Finance, Renewable Energy, Project Finance, Foreign Exchange, Swaps, Tax Equity, Due Diligence, CMBX, Loans, Financial Structuring, Financial Risk, Emerging Markets, Finance, Credit, Funding, Loan Origination, Securities

Education
Rutgers, The State University of New Jersey-Newark
MBA

Birla Institute of Technology and Science, Pilani
BS, Electrical & Electronics Engineering

Birla Institute of Technology and Science, Pilani
MS, Economics

Sasha N. Antoine Sasha N. Antoine Greater New York City Area Details
Sasha N. Antoine's NewOak Capital LLC Experience October 2014 - Present
Job Associate at NewOak Capital LLC
Industry Law Practice
Experience
NewOak Capital LLC   October 2014 - Present
Stuart Weitzman Holdings, LLC  January 2014 - May 2014
Loehmann's  June 2013 - December 2013
Deborah A. Nilson PLLC   January 2013 - May 2013
Bloomberg LP  June 2012 - August 2012
The Donna Karan Company LLC  January 2009 - May 2009

Skills
Fluent in French Creole

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2011 — 2014
Candidate for Juris Doctorate, Intellectual Property - Corporate Law

New York University, College of Arts and Sciences   2005 — 2009
Bachelor of Arts, Economics

Joshua Wirth Joshua Wirth Greater New York City Area Details
Joshua Wirth's NewOak Capital LLC Experience February 2009 - Present
Job Director at NewOak Capital LLC
Industry Financial Services
Experience
NewOak Capital LLC   February 2009 - Present
Absolute Mortgage Banking  2004 - 2006

Skills
Residential Mortgages, MBS, CDO, Consulting, Securities Litigation, Litigation Consulting, Mortgage Underwriting, Valuation, Mortgage Lending, Fixed Income, Structured Finance, Hedge Funds, Loans, Securitization, Credit, Underwriting, Financial Structuring, Capital Markets, Structured Products, Asset Management, Investment Banking, ABS, CMBS, Securities, Bonds, Portfolio Management, Credit Analysis, Strategic Consulting, Credit Risk, Loan Origination, Due Diligence, Project Management, Derivatives, Alternative Investments, Strategic Leadership, Project Planning, Hedging, Private Equity, Equities, Bloomberg, Options, Private Placements, Investments, Financial Modeling, Trading, Mortgage Banking, Banking, Funding, Credit Derivatives, Legal Research

Education
Fordham University School of Law   2006 — 2009
Doctor of Law (JD)

Duke University   2000 — 2004
BA, Economics

Andrew Akers Andrew Akers Greater New York City Area Details
Andrew Akers's NewOak Capital LLC Experience October 2008 - December 2011
Job Entrepreneur and Private Investor. Capital Markets Transactor, Credit Investor, Risk Manager, Financial Engineer.
Industry Investment Banking
Experience
Pawz Dog Boots LLC   January 2012 - Present
Columbia University Entrepreneurship Advisory Board   May 2010 - Present
Collaborative Arts Program   November 2013 - Present
Applied Logic LLC   1981 - Present
NewOak Capital LLC   October 2008 - December 2011
Access Industries  2001 - November 2007
Credit Suisse First Boston  2000 - 2001
Atlantic Portfolio & Management (APAM)   1997 - 2000
Barclays Investment Bank  1993 - 1997
Citigroup  1987 - 1993

Skills
Capital Markets, Credit Risk, Credit, Investments, Venture Capital, Entrepreneurship, Consumer Products, Private Equity, Data Analysis, Big Data, Process Optimization, Portfolio Management, Contractual Risk..., Finance, Fixed Income, Hedge Funds, Equities, Emerging Markets, Securitization, Management

Education
Columbia Engineering   1984 — 1993
MS

Columbia Engineering   1980 — 1984
BS

Great Neck South High School   1977 — 1980
High School Diploma

Robert Savery Robert Savery Greater New York City Area Details
Robert Savery's NewOak Capital LLC Experience 2015 - Present
Job Director at NewOak Capital LLC
Industry Financial Services
Experience
NewOak Capital LLC   2015 - Present
Financial Services / Mortgage Industry   2014 - 2015
UBS  2011 - 2014
J.P. Morgan   2006 - 2008
Clayton  2000 - 2006
Border Trust Company   1998 - 2000
Beneficial Corporation  1988 - 1998

Skills
Asset Management, Credit, Credit Analysis, Loan Origination, Portfolio Management, Residential Homes, Residential Mortgages

Education
Bridgewater State University   1985 — 1989
Bachelor’s Degree, History

James Frischling James Frischling Greater New York City Area Details
James Frischling's NewOak Capital LLC Experience May 2008 - Present
Job President & CoFounder at NewOak Capital LLC
Industry Financial Services
Experience
NewOak Capital LLC   May 2008 - Present
Branded Restaurants   September 2007 - Present
Fortis Securities  July 2005 - December 2007
Societe Generale  2000 - 2005
UBS Securities LLC  1994 - 1997

Skills
Financial Structuring, Portfolio Management, Fixed Income, Structured Finance, Loans, Capital Markets, Alternative Investments, Finance, Management, Credit, Leveraged Finance, Trading, Securitization, Asset Management, ABS, CDO, Derivatives, Valuation, Financial Advisory, Credit Analysis, Banking, Private Placements, Strategic Planning, Business Development, Financial Analysis, Investment Banking, Corporate Law, Syndications, Hedge Funds, Investments, Financial Modeling, Equities, Restructuring, Securities, Structured Products, Private Equity, Corporate Finance, Investor Relations, Loan Origination, Due Diligence, Financial Markets, Mortgage Lending, Analytics, Asset Managment, Sales, CRM

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance

Wesleyan University   1986 — 1990
BA, Government

Cassie Kulzer Cassie Kulzer Greater New York City Area Details
Cassie Kulzer's NewOak Capital LLC Experience February 2013 - Present
Job Managing Director, Human Resources at NewOak Capital
Industry Information Technology and Services
Experience
NewOak Capital LLC   February 2013 - Present
Gravitas  June 2007 - October 2011
International Find Services (IFS), a State Street Company   2001 - 2007
Commonwealth Associates  1996 - 2001

Skills
Employee Relations, Recruiting, Fixed Income, Interviews, Financial Services, Performance Management, Human Resources, Change Management, Employee Benefits, Deferred Compensation, Management, Personnel Management, Payroll, Leadership, New Hire Orientations, Job Descriptions, Equities

Education
Fairfield University   1991 — 1995
BA, English

Nilay Patadia Nilay Patadia Greater New York City Area Details
Nilay Patadia's NewOak Capital LLC Experience September 2008 - August 2009
Job NonAgency RMBS Trader at KGSAlpha Capital Markets, L.P.
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P.   November 2014 - Present
Pierpont Securities  March 2013 - November 2014
Cortview Capital Holdings Inc   November 2011 - March 2013
Citadel Securities  May 2010 - October 2011
ICP Capital   August 2009 - May 2010
NewOak Capital LLC   September 2008 - August 2009
Morgan Stanley  June 2003 - June 2008
Tigris Consulting  2002 - 2002

Education
Carnegie Mellon University   1999 — 2002
BS, Information Systems/Business Admin Double Major

LHS

James Dougherty James Dougherty Greater New York City Area Details
James Dougherty's NewOak Capital LLC Experience August 2008 - January 2010
Job Managing Director at Bayview Asset Management, LLC
Industry Financial Services
Experience
Bayview Asset Management, LLC  January 2015 - Present
Bayview Advisory Services, LLC   January 2010 - Present
NewOak Capital, LLC  August 2008 - January 2010
PB Capital  May 2004 - May 2008
HSH Nordbank  March 2003 - May 2004
JP Morgan  1986 - 2002

Skills
Fixed Income Portfolio..., Structured Products, Investment Advisory, Investment Management, Capital Markets, Manage Client..., Client Presentation, Valuation, Loans, Residential Mortgages, Commercial Mortgages, Risk Assessment, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments, Structured Finance, Credit, MBS, Financial Risk, Mergers, Fixed Income, Due Diligence, Financial Structuring, Risk Management, Financial Services, Hedge Funds, Securitization, Analytics, Mortgage Lending, Asset Managment

Education
New York University - Leonard N. Stern School of Business   1988 — 1992
MBA, Finance

Boston College   1982 — 1986
BS, Finance

Jess Saypoff Jess Saypoff Greater New York City Area Details
Jess Saypoff's NewOak Capital LLC Experience August 2008 - November 2010
Job General Counsel & Chief Compliance Officer at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC  March 2013 - Present
Wells Fargo  2010 - March 2013
NewOak Capital LLC   August 2008 - November 2010
Barclays Capital  October 1994 - August 2008
Hughes Hubbard & Reed LLP  July 1992 - October 1994
Cravath, Swaine & Moore LLP   October 1985 - July 1992

Education
New York University School of Law
JD, Law

New York University - Leonard N. Stern School of Business
MBA

New York University - Leonard N. Stern School of Business
BS, Economics and Computers

New York University

Mark Ruh Mark Ruh Greater San Diego Area Details
Mark Ruh's NewOak Capital LLC Experience April 2010 - May 2011
Job Managing Director at Commerce Street Investment Management
Industry Financial Services
Experience
Commerce Street Investment Management   April 2013 - Present
Mission Community Bancorp (OTCQB: MISN)   June 2011 - December 2012
NewOak Capital LLC   April 2010 - May 2011
American Partners Bank (dba Waterfield Bank)   January 2008 - March 2010
Castle Creek Capital LLC   May 1998 - September 2009
White River Capital, Inc. (NYSE MKT: RVR)   December 2004 - August 2009
Union Acceptance Company LLC   August 2003 - August 2009
Ernst & Young LLP  June 1996 - May 1998
Ryerson  June 1995 - May 1996
United States Navy  January 1989 - January 1994

Education
Northwestern University - Kellogg School of Management   1994 — 1996
MBA

Northwestern University   1994 — 1995
Masters of Engineering Management

Penn State University   1984 — 1988
BS

Ray Jahaly Ray Jahaly New York, New York Details
Ray Jahaly's NewOak Capital LLC Experience December 2011 - Present
Job
Industry Financial Services
Experience
NewOak Capital LLC   December 2011 - Present
BrookView Capital, LLC   October 2009 - November 2011
Credit Suisse  2007 - 2008
Lehman Brothers  2005 - 2007
Zinc Capital Management   2004 - 2005
Lehman Brothers  2003 - 2004
Morgan Stanley  1999 - 2003
Price Waterhouse  1995 - 1999

Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Prime Brokerage, Capital Markets, Portfolio Management, Private Equity, Investments, Series 7, Bloomberg, Investment Strategies

Education
Pace University - Lubin School of Business   1991 — 1995
BBA, Public Accounting

Catherine LaGreca Catherine LaGreca Haworth, New Jersey Details
Catherine LaGreca's NewOak Capital LLC Experience June 2013 - June 2014
Job Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management  June 2014 - Present
NewOak Capital LLC   June 2013 - June 2014
Fairfield University  September 2011 - December 2012
Solomon Schechter Day School of Bergen County, NJ  May 2011 - December 2012
Ocean Club at Mantoloking   May 2008 - September 2012
Northern Valley Sports Academy   September 2007 - June 2010

Skills
Microsoft Excel, Microsoft Office, SharePoint, Microsoft Word, PowerPoint, Social Media, Team Leadership, Teamwork

Education
Fairfield University   2009 — 2013
Bachelor of Science, Mathematics, 3.83

Northern Valley Regional High School, Demarest   2005 — 2009

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