Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nick Morano

Commack,NY

Summary

Finance professional specializing in private credit and capital markets. Originated and structured financing solutions for middle-market companies, including acquisition financing and working capital. Managed relationship-driven deal sourcing and broker engagement, navigating complex transactions from outreach to execution, aligning investor objectives with borrower needs.

Overview

4
4
years of professional experience

Work History

Vice President, Capital Markets

J.J. Astor & Co. / Yalecrest Partners
New York City, USA
03.2024 - Current
  • Originate and source proprietary deal flow by proactively engaging middle-market companies to assess capital needs, including acquisitions, bridge financing, and working capital solutions.
  • Developed and maintained a robust pipeline of investment opportunities through direct outreach and relationship management.
  • Negotiated preliminary deal terms, aligning borrower expectations with internal stakeholder goals.
  • Structured flexible capital solutions enabling companies to accelerate growth initiatives.

High Net Worth Service Associate

Fidelity Investments
Northport, USA
03.2023 - 03.2024
  • Supported high net worth clients with tailored investment solutions and proactive portfolio management.
  • Educated clients on investment options and account features to enhance their understanding and decision-making.
  • Processed transactions efficiently, ensuring accuracy and client satisfaction.

Institutional Sales

ThinkEquity LLC
02.2022 - 01.2023
  • Conducted high-volume outbound prospecting to institutional investors, generating new business opportunities and expanding client base.
  • Qualified investor interest and coordinated follow-ups, meetings, and diligence materials, supporting senior sales and investment professionals in closing deals.
  • Facilitated institutional sales, enhancing client relationships and retention.

Education

High School -

Northport High School
Northport

Skills

  • Private Credit
  • Private Lending
  • Capital sourcing
  • Deal negotiation
  • Finance
  • Sales
  • Strategic thinking
  • Problem solving

Timeline

Vice President, Capital Markets

J.J. Astor & Co. / Yalecrest Partners
03.2024 - Current

High Net Worth Service Associate

Fidelity Investments
03.2023 - 03.2024

Institutional Sales

ThinkEquity LLC
02.2022 - 01.2023

High School -

Northport High School

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Nick Morano