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CastleOak Securities Adds Seasoned Fixed Income Professional.


Carlos A. Sanchez Joins Leading Minority-Owned Investment Bank

NEW YORK New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of
 -- CastleOak Securities, L.P., a minority-owned investment bank based in New York, has announced the expansion of its capital markets team with the addition of Carlos A. Sanchez, Managing Director, to its fixed income syndicate group. Mr. Sanchez joins CastleOak with over 20 years experience in syndicated debt transactions.

David R. Jones David Rumph Jones (April 5, 1825 – January 15, 1863) was a Confederate general in the American Civil War.

Jones was born in Orangeburg, South Carolina. He was a nephew of Zachary Taylor and a cousin of Jefferson Davis and Richard Taylor.
, President and Chief Executive Officer of CastleOak, said, "As we continue to add senior professionals to our debt syndicate team, we're highly confident that Carlos' deep experience across a range of asset classes and industries will be a tremendous addition to our bench strength. His focus on meeting clients' corporate fixed income needs and emphasis on building strong client relationships are an excellent fit with CastleOak's culture and commitment to excellence in client service."

Mr. Jones noted that CastleOak has had a strong start in 2007 as co-manager on offerings totaling $17 billion for clients including Excelon Corp., Southern Company, Wachovia Corp., Citigroup, Inc., Bank of America
See also:  and


Bank of America (NYSE: BAC TYO: 8648 ) is the largest commercial bank in the United States in terms of deposits, and the largest company of its kind in the world.
, AT&T Corporation, GE Capital Corporation, Wells Fargo Wells Fargo

armored carriers of bullion. [Am. Hist.: Brewer Dictionary, 1147]

See : Protectiveness


Wells Fargo

company that handled express service to western states; often robbed. [Am. Hist.
 & Company, and Lehman Brothers Lehman Brothers Holdings Inc. (NYSE: LEH), founded in 1850, is a diversified, global financial services firm. It is a participant in investment banking, equity and fixed income sales, research and trading, investment management, private equity, and private banking.  Holdings, Inc.

Mr. Jones added, "CastleOak's strong capital position, marquee client base, and strategic partnership with Cantor Fitzgerald Cantor Fitzgerald L.P. is a global financial services firm specializing in bond trading, as well as investment banking, asset management, market data and brokerage services.  have enabled us to win 26 mandates in transactions raising over $32 billion in just nine months since obtaining regulatory underwriting approval in July 2006. As a seasoned capital markets professional, Carlos will help maximize our ability to fulfill our clients' strategic and financial needs."

Most recently, Mr. Sanchez served as a Managing Director and Syndicate Manager Syndicate manager

See: Managing underwriter


syndicate manager

A major underwriting firm that forms a syndicate in order to distribute a security issue to the public.
 with the minority-owned broker/dealer, Utendahl Capital Partners, L.P. Earlier, he was an Assistant Vice President in the Investment Grade Syndicate group of Donaldson, Lufkin & Jenrette. Mr. Sanchez has been honored with an achievement award from Saludos Hispanos magazine and has been profiled in Bloomberg magazine.

About CastleOak Securities, L.P.

CastleOak Securities, L.P. is a minority-owned investment bank offering an extensive suite of financial services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 including fixed income sales and trading, equity sales and trading, and financial advisory services advisory services

advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal
. The firm offers clients expertise in primary and secondary market transactions, advice on mergers, acquisitions, divestitures, valuations and general strategic assessments. Based in New York, with regional offices in Chicago and Atlanta, CastleOak is managed by a team of seasoned investment bankers, each with an average of 15 years experience who provide innovative, client-driven solutions that leverage their extensive professional experience, strong institutional relationships and keen market insight. For more information, please visit www.castleoaklp.com
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Publication:Business Wire
Date:Apr 2, 2007
Words:414
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