Kevin Oakley Email & Phone Number
Chief Financial Officer @ Maxwell Group, Inc.
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Kevin Oakley Location
- Charlotte, NC, US
Kevin Oakley Work
- Chief Financial Officer @ (March 2024 - Present)
- Chief Financial Officer @ (March 2024 - Present)
- Director, Seniors Housing and Healthcare Real Estate Investment Banking @ (July 2017 - March 2024)
- Director, Investment Banking @ (June 2014 - October 2020)
- MBA Graduate, Class of 2014 @ (August 2012 - May 2014)
- Listed Derivatives eSales @ (August 2008 - July 2012)
Kevin Oakley Education
- University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.)
2012-2014 - Marshall University
Bachelor's Degree
2003-2008 - University of Oxford
Study Abroad Program
2005-2005
Kevin Oakley Skills
- Debt Financing
- Deal Execution
- Capital Markets
- Investment Banking
- Derivatives
- Financial Analysis
- Finance
- Financial Modeling
- Corporate Finance
- Fixed Income
- Risk Management
- Valuation
- Financial Risk
- Securities
- Bonds
- Alternative Investments
- Options
- Banking
- Mergers & Acquisitions
- Financial Markets
- Credit
- Financial Structuring
- Structured Finance
- Economics
- Equity Derivatives
- Hedging
- Commercial Banking
- Financial Services
- Acquisitions
- Business Valuation
- Bloomberg
- Cross-functional Team Leadership
- Credit Derivatives
- Interest Rate Derivatives
- US Treasuries
- Financial Statement Analysis
- Equity Valuation
- Interest Rate Swaps
- DCF
- LBO
- Leveraged Finance
- Municipal Bonds
- Futures
- Relationship Management
- Structured Products
- Healthcare Real Estate
- Investment Properties
- Real Estate Investment Trust (REIT)
- Loan Documents
- Business Strategy
- Private Equity
- Creative Financing
- Problem Solving
- Bloomberg Terminal
- Swaps
- Electronic Trading
- Rates
- Equity Research
- Capital IQ
- Loans
- Sales
- Project Management
- CRM
- Trading Systems
- Mergers and Acquisitions
- Mergers
- Cross Functional Team Leadership
- Real Estate Investment Trust Reit
- Real Estate Investment Trust
Kevin Oakley Summary
- Kevin Oakley, based in Charlotte, NC, US, is currently a Chief Financial Officer at Maxwell Group, Inc.. Kevin Oakley brings experience from previous roles at Senior Living Communities, LLC, Lument, Lancaster Pollard and University of Notre Dame. Kevin Oakley holds a 2012 - 2014 Master of Business Administration (M.B.A.) @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Debt Financing, Deal Execution, Capital Markets, Investment Banking, Derivatives and more. Kevin Oakley has 2 emails and 2 mobile phone numbers on RocketReach.
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