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© All Rights Reserved. ApplyBlast.com
CastleOak Securities
The M&A Advisory Associate at CastleOak Securities supports senior bankers on a variety of buy-side and sell-side engagements across multiple industries. The role involves building financial models, preparing client presentations, and coordinating with internal and external stakeholders to execute advisory projects.
CastleOak Securities, L.P. is an industry leading minority-owned, boutique investment bank focused on superior client service in capital markets, sales & trading, and financial advisory
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CastleOak Securities.
3% above the average for this role
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