David K. Steel
Managing Director, The Oakleaf Group
- Role
- Managing Director at The Oakleaf Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About David K. Steel
With over three years as Managing Director at The Oakleaf Group, I lead initiatives in…
Experience
Managing Director
Nov 2022 — Present
Risk Management and Litigation Support Advisory• Building the firm’s Financial Services Risk Management Practice through research, marketing, project scope and design, and new business development.• Researching and marketing to further expand the firm’s successful litigation support advisory business, while continuing to participate in ongoing litigation advisory assignments.
Education
California State University-Sacramento
Bachelor of Science (B.S.), Business Administration
1975 — 1980
UCLA Anderson School of Management
MBA, Finance and Accounting
1982 — 1984
Skills
- Capital Markets
- Credit
- Financial Modeling
- Risk Management
- Due Diligence
- Cdo
- Portfolio Management
- Financial Structuring
- Bloomberg
- Structured Products
- Financial Risk
- Credit Derivatives
- Bonds
- Mbs
- Insurance
- Public Finance
- Securitization
- Structured Finance
- Investment Banking
- Mergers & Acquisitions
- Credit Risk
- Investments
- Fixed Income
- Derivatives
- Alternative Investments
- Abs
- Options
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