Jon Lum Email & Phone Number
Managing Director and Co Head Cross Products
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Jon Lum Location
- New York, NY, US
Jon Lum Work
- 2022 -now Managing Director and Co Head Cross Products @ Santander US Capital Markets LLC
- 2016 -2022 Senior Managing Director @ Amherst Pierpont Securities
- 2004 -2015 Director of Sales @
- 2002 -2004 Agency Specified Pool Trader @
- 1997 -2001 Municipal and Rates Trader @
Jon Lum Education
- Columbia University
Master Of Business Administration (Finance)
2001-2003 - Colgate University
Bachelor Of Arts (Economics, History)
1993-1997 - Bronx High School of Science 1989-1993
Jon Lum Skills
- Collateral
- Commercial Mortgage-Backed Security (CMBS)
- Mortgage-Backed Securities (MBS)
- Analytical Skills
- Liquidity Risk Management
- Liquidity
- Financial Advisory
- Sales Operations
- Business Development
- Financial Analysis
- Sales Management
- Trading Strategies
- Asset-Backed Securities (ABS)
- Trading
- Asset Allocation
- Investments
- Securities
- Valuation
- Series 63
- Asset Managment
- Alternative Investments
- Financial Modeling
- Structured Finance
- Series 7
- series 3
- Fixed Income
- Credit Derivatives
- Interest Rate Derivatives
- Municipal Bonds
- Asset-backed Securitization
- Residential Mortgages
- Commercial Mortgages
- High Yield
- Relationship Management
- Institutional Sales
- Funding
- Investment Strategies
- Hedging
- MBS
- Proprietary Trading
- CDO
- Treasury Management
- Money Market
- Asset Management
Jon Lum Summary
- Jon Lum, based in New York, NY, US, is currently a Managing Director and Co Head Cross Products at Santander US Capital Markets LLC. Jon Lum brings experience from previous roles at Amherst Pierpont Securities, Barclays Investment Bank, UBS and Wells Fargo. Jon Lum holds a 2001 - 2003 Master Of Business Administration in Finance @ Columbia University. With a robust skill set that includes Collateral, Commercial Mortgage-Backed Security (CMBS), Mortgage-Backed Securities (MBS), Analytical Skills, Liquidity Risk Management and more. Jon Lum has 1 emails and 1 mobile phone numbers on RocketReach.
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