Charles B.
Associate @PineBridge Investments
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WORK HISTORY
Associate @PineBridge Investments
New York, NY, US
Syndications / Leveraged Loans
EDUCATION
Harborfields High School
High School Diploma
Providence College
Bachelor of Arts - BA
Providence College
Minor
ABOUT CHARLES B.
As an Institutional Equity Sales professional at ThinkEquity LLC, I leverage my FINRA Series 7 and Series 63 licenses to sell IPOs, Follow-On Offerings, and CMPOs. I also utilize the Bloomberg Terminal to provide clients with real-time market insights and drive new business opportunities. Prior to this, I was an Associate at Delta Capita, where I led a team of 8 in Post Trade Services at a Tier 1 bank, managing cash reconciliation, trade settlement, and deal administration for corporate syndicated loans exceeding $10 million daily. I hold a Bachelor of Arts in Political Science from Providence College, where I also minored in Philosophy. I am passionate about applying my skills and knowledge to deliver exceptional client service and achieve consistent revenue growth.
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