tim mullaney

senior managing director

About

Senior Managing Director, CastleOak Securities, LP

Country

united states

City

orange county

Industry

financial services

Skill

asset management, management, hedge funds, investments, mutual funds, finance, financial analysis, strategic partnerships, investment management, strategic planning, strategy, corporate finance, business strategy, financial modeling, fixed income, product development, portfolio management, asset managment, operations management, distribution strategies, expense management

Experience

chief operating officer

post advisory group

2009-3 - 2010-8 · 1 yr 6 mos

managing director

bny mellon

2006-9 - 2009-3 · 2 yrs 7 mos

vice president - corporate planning

first marblehead education resources

2005-2 - 2005-8 · 7 mos

Left to spend time with terminally ill father.

senior vice president - cfo, controller

evergreen investments

2000-9 - 2004-12 · 4 yrs 4 mos

Asset Management arm of Wachovia Bank. Now part of Wells Capital.

vice president - sales

manning & napier

1998-1 - 2000-9 · 2 yrs 9 mos

mutual fund chief financial officer

manning & napier

1994-1 - 1997-1 · 3 yrs 1 mo

senior managing director

cavu securities, llc

2019-6 - Present · 7 yrs 4 mos

board of director

st. anne school

2012-11 - 2017-1 · 4 yrs 3 mos

St. Anne School is an independent Catholic school within and recognized by the Diocese of Orange. The school fosters the intellectual and character development of its students in grades preschool through eight, providing unparalleled academics and extracurricular activities designed to challenge, educate and nurture the whole child. Founded in 1992, St. Anne School is a National Blue Ribbon School and is accredited by the Western Association of Schools and Colleges (WASC), the Western Catholic Education Association (WCEA), and the National Association of the Education of Young Children (NAEYC).