John Caladim
Directeur Financier/CFO chez Travis Credit Union
Profil
Mr. John Caladim is a Managing Director at Brean Capital LLC.
Prior to joining Brean Capital in March 2013, he was previously Managing Director, Financial Strategies Group at First Empire Securities, where he served credit unions and banks in the Sales & Trading division.
Prior to that, he was Managing Director, Corporate Strategies Group for CU Investment Solutions, where he ran the Investment Advisory and ALM Modeling services for corporate credit unions, the equivalent of wholesale bankers' banks.
Earlier in his career, he was the Portfolio Manager at Empire Corporate Credit Union.
Mr. Caladim holds a BS in Management from Clarkson University.
Postes actifs de John Caladim
| Sociétés | Poste | Début |
|---|---|---|
Travis Credit Union
 Travis Credit Union Savings BanksFinance Travis Credit Union operates as a credit union. The private company is based in Vacaville, CA. Barry N. Nelson has been the CEO of the company since 2001. | Directeur Financier/CFO | 30/11/2014 |
Anciens postes connus de John Caladim
| Sociétés | Poste | Fin |
|---|---|---|
Brean Capital LLC
 Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Analyst-Equity | 01/06/2014 |
CU Investment Solutions LLC
 CU Investment Solutions LLC Investment Banks/BrokersFinance CU Investment Solutions LLC provides broker-dealer and investment advisory services to the corporate credit union network and its member credit unions. The private company is based in Overland Park, KS. Since then, CU Investment Solutions has expanded its role, making it possible for credit unions to access marketable securities through its corporate agent program. Founded in 1998, the company's initial mission was to assist corporate credit unions in achieving successful investment strategies. | Corporate Officer/Principal | - |
Formation de John Caladim
| Clarkson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
CU Investment Solutions LLC
CU Investment Solutions LLC Investment Banks/BrokersFinance CU Investment Solutions LLC provides broker-dealer and investment advisory services to the corporate credit union network and its member credit unions. The private company is based in Overland Park, KS. Since then, CU Investment Solutions has expanded its role, making it possible for credit unions to access marketable securities through its corporate agent program. Founded in 1998, the company's initial mission was to assist corporate credit unions in achieving successful investment strategies. | Finance |
Brean Capital LLC
Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Finance |
Travis Credit Union
Travis Credit Union Savings BanksFinance Travis Credit Union operates as a credit union. The private company is based in Vacaville, CA. Barry N. Nelson has been the CEO of the company since 2001. | Finance |