Joe Cervelli
Executive Director at CIBC World Markets
- Role
- Executive Director at CIBC Capital Markets
- Location
- Edison, NJ, US
- LinkedIn followers
- 500 followers
About Joe Cervelli
Over 15 years of progressive experience in a wide range of accounting and finance…
Experience
Executive Director
Jan 2001 — Present · New York, NY, US
Started with CIBC in 2001 as a Director of Finance, responsible for the Merchant Banking & Private Equity portfolio. Promoted to Executive Director in 2004, with significant additional responsibilities added in November of 2008 and again in 2012.Currently Controller for CIBC\'s U.S. based Wholesale Banking & Treasury businesses, including:o Funding & Liquidity Managemento Commercial Real Estate Financeo Merchant Banking & Private Equityo Fixed Income Trading & Distributiono Equity Derivativeso Structured Productso Leveraged Leasingo Investment Bankingo Commercial Credit ProductsResponsible for all aspects of the following:o Accounting, Financial Reporting & Governanceo Preparation and review of Daily Financial Estimateso Finance Support for Business Initiatives & Analysiso Manage a staff of 7 professionals. Significant Projects & Initiatives:o Implemented several initiatives to streamline operations between Toronto and New York offices.o Managed a complete overhaul of the accounting and reporting for the $300 million Leveraged Leasing portfolio.o Sale of approximately $300 million of Limited Partner interests in various Private Equity funds.o Re-establishment of Fixed Income & Equity Derivatives trading desks in NY.o Creation of a 50% owned,$750 million, Real Estate Finance LLC, and eventual securitization of underlying assets.o Sale of $120 million of private equity investments to a newly established co-investment vehicle.o January 2008 sale of CIBC\'s U.S. Capital Markets business to Oppenheimer Holdings.o March 2007 purchase of a majority interest in Amcom Software.
Education
Fordham Gabelli School of Business
MBA, Accounting
1995 — 1999
University of Richmond
Bachelor of Arts, Economics & American Studies
1988 — 1992
Skills
- Highly Proficient in Ms Excel
- Private Equity
- Commercial Real Estate
- Banking
- Merchant Banking
- Fixed Income
- Financial Reporting
- Sox
- Investment Banking
- Middle Office
- Product Control
- Equity Trading
- Finance
- Corporate Finance
- Capital Markets
- Trading
- Risk Management
- Financial Modeling
- Portfolio Management
- Financial Analysis
- Management
- Investments
- Accounting
- Mutual Funds
- Valuation
- Derivatives
- Financial Services
- Securities
- Analysis
- Equities
- Credit
- Strategic Planning
- Process Improvement
- Bloomberg
- Treasury
- Continuous Improvement
- Kaizen
- Finance Function Transformation
- Finance Transformation
- Sharepoint
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.