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Kevin Sorgi Location
New York, NY, US
Kevin Sorgi Work
Managing Director @ (January 2026 - Present)
Executive Director @ (February 2020 - January 2026)
Vice President @ (May 2018 - February 2020)
Vice President @ (February 2015 - May 2018)
Associate @ (February 2013 - January 2015)
Analyst @ (July 2010 - January 2013)
Analyst @ (December 2009 - June 2010)
Consultant @ (August 2008 - November 2009)
Summer Intern @ (June 2007 - August 2007)
Intern @ (January 2007 - May 2007)
Summer Intern @ (June 2006 - August 2006)
Kevin Sorgi Education
Loyola College in Maryland
BBA (Finance)
2004-2008
Darien High School
Diploma
2000-2004
Kevin Sorgi Skills
Series 7
Series 63
Series 79
Notary Public
FINRA
Finance
Fixed Income
Capital Markets
Structured Finance
Securitization
Asset Management
Bloomberg
Derivatives
Valuation
Due Diligence
Kevin Sorgi Summary
Kevin Sorgi, based in New York, NY, US, is currently a Managing Director at Nearwater Capital. Kevin Sorgi brings experience from previous roles at J.P. Morgan and Citi. Kevin Sorgi holds a 2004 - 2008 BBA in Finance @ Loyola College in Maryland. With a robust skill set that includes Series 7, Series 63, Series 79, Notary Public, FINRA and more. Kevin Sorgi has 2 emails and 1 mobile phone numbers on RocketReach.
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