Overview
Work History
Education
Timeline
Generic

Craig M Zando

Montclair

Overview

31
31
years of professional experience

Work History

Leveraged Finance Salesperson, Director

MUFG Securities USA, Inc
11.2022 - Current
  • Manage and cultivate relationships with key institutional clients, including JP Morgan Asset Management, Beachpoint, Brigade, Benefit Street, and all major Canadian accounts, notably the largest pension funds
  • Recognized as the top producer in risk less principal trading on the desk, consistently contributing to overall desk revenue
  • Collaborate closely with Capital Markets teams to support deal structuring, pricing strategy, and investor inquiry on new issue transactions
  • Provide mentorship and guidance to interns, offering training on market products, client interaction, and sales strategy to support their professional development

Leveraged Finance Salesperson, Director

RBC Capital Markets
06.2013 - 11.2022
  • Manage a diverse portfolio of major accounts, including Prudential, JPM Asset Management, Guggenheim, Post, Beachpoint, and leading Canadian institutions
  • Delivered consistently strong performance in generating sales credits and executing risk less principal trades
  • Successfully marketed and sold numerous new issues across a broad range of industries
  • Collaborate with bankers on deal structuring and responding to client inquiries

High Yield Salesperson, Director

Deutsche Bank Securities
03.2007 - 06.2013
  • Manage key institutional accounts including Prudential, Putnam, JP Morgan Asset Management, and all major Canadian clients
  • Recognized consistently as a top producer for both sales credits and riskless trades
  • Successfully marketed and executed hundreds of new issue high-yield and leveraged loan transactions, while also supporting deal allocations

Managing Director

CIBC World Markets
03.2003 - 03.2007
  • Managed a portfolio of over 60 accounts, including mutual funds, hedge funds, and asset managers such as Prudential, Seix, and Oppenheimer
  • Successfully placed multiple new issues and private placements
  • Consistently ranked among the top producers in sales credit performance

High Yield Salesperson, Director

TD Securities, a unit of Toronto Dominion Bank
02.2000 - 03.2003
  • Managed a diverse client base of over 30 accounts across the U.S. and Canada
  • Played a key role in the successful placement of multiple new issue offerings
  • Marketed and sold both bank debt products and high-yield securities

High Yield Trader, Vice President

TD Securities, a unit of Toronto Dominion Bank
02.1998 - 02.2000
  • Executed trades across multiple sectors, including Forest Products, Energy, Paging, Chemicals, Broadcasting, and General Industrials
  • Consistently managed trading positions exceeding $75 million

High Yield Trader

Mendham Capital
03.1994 - 02.1998
  • Executed trades in industrial sectors, with a focus on Forest Products and related industrial companies

Education

MBA - Finance and Corporate Accounting

William E. Simon Graduate School of Business Administration At The University of Rochester
05-1992

B.S. - Engineering and Management

Clarkson University
05-1989

Timeline

Leveraged Finance Salesperson, Director

MUFG Securities USA, Inc
11.2022 - Current

Leveraged Finance Salesperson, Director

RBC Capital Markets
06.2013 - 11.2022

High Yield Salesperson, Director

Deutsche Bank Securities
03.2007 - 06.2013

Managing Director

CIBC World Markets
03.2003 - 03.2007

High Yield Salesperson, Director

TD Securities, a unit of Toronto Dominion Bank
02.2000 - 03.2003

High Yield Trader, Vice President

TD Securities, a unit of Toronto Dominion Bank
02.1998 - 02.2000

High Yield Trader

Mendham Capital
03.1994 - 02.1998

MBA - Finance and Corporate Accounting

William E. Simon Graduate School of Business Administration At The University of Rochester

B.S. - Engineering and Management

Clarkson University
Craig M Zando