Jonathan Berkeley Email & Phone Number
Senior Capital Markets Manager @ Upstart
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Jonathan Berkeley Location
- New York, NY, US
Jonathan Berkeley Work
- Senior Capital Markets Manager @ (July 2026 - Present)
- Managing Director - Capital Markets - Institutional Fixed Income Securitized Products Sales @ (September 2025 - July 2026)
- Director - Capital Markets - Institutional Fixed Income Securitized Products Sales and Trading @ (September 2012 - November 2024)
- Director - MBS Sales and Trading @ The PrinceRidge Group (January 2012 - July 2012)
- Vice President, Institutional Fixed Income Sales @ (September 2010 - January 2012)
- Analyst, Capital Markets @ (June 2006 - September 2010)
Jonathan Berkeley Education
- New York University 2004-2006
- Isenberg School of Management, UMass Amherst
BBA (Finance and Economics)
2000-2004 - Holmdel 1996-2000
- Rutgers Prep
Jonathan Berkeley Skills
- ABS
- Analysis
- Asset-Backed Securities (ABS)
- Banking
- Bloomberg
- Bonds
- Build Strong Relationships
- Business Planning
- Business Relationship Management
- CMBS
- Capital Formation
- Capital Markets
- Capital Raising
- Client Coverage
- Collateralized Loan Obligations (CLO)
- Commercial Mortgage-Backed Security (CMBS)
- Cross-Selling
- Customer Relationship Management (CRM)
- Deal Execution
- Derivatives
- Direct Sales
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Structuring
- Fixed Income
- Funding
- Government Bonds
- Hedge Funds
- Investment Sales
- Investments
- Leadership
- Loan Syndications
- Long Term Relationship Building
- MBS
- Microsoft Dynamics
- Mortgage Lending
- Mortgage-Backed Security (MBS)
- Negotiation
- Portfolio Management
- Presentations
- Sales
- Sales Management
- Sales Processes
- Securities
- Securitization
- Series 7
- Structured Finance
- Structured Products
- Trading
- Trading Strategies
- Valuation
- Mortgage Backed Security Mbs
- Mortgage Backed Security
Jonathan Berkeley Summary
- Jonathan Berkeley, based in New York, NY, US, is currently a Senior Capital Markets Manager at Upstart. Jonathan Berkeley brings experience from previous roles at Brean Capital, LLC, BMO Capital Markets, The PrinceRidge Group and Sterne Agee. Jonathan Berkeley holds a 2004 - 2006 New York University. With a robust skill set that includes ABS, Analysis, Asset-Backed Securities (ABS), Banking, Bloomberg and more. Jonathan Berkeley has 2 emails and 1 mobile phone numbers on RocketReach.
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