CastleOak Securities
CastleOak Securities

CastleOak Securities Information

Contact top employees from CastleOak Securities

Summary

CastleOak Securities is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at New York, New York, USA. The CastleOak Securities annual revenue is estimated at < 1M. Total funding of the company - $1M. To connect with CastleOak Securities employee register on SignalHire.

Organization Website

castleoaklp.com

Phone Number

(646) 521-6700

Industries

Headquarters Location

200 Vesey St, New York, 10281 US

Employees Size

100-200 employees

Specialties

Banking and Capital Markets, Equity Sales & Trading (including Share Repurchase), Fixed Income Sales & Trading (including electronic DirectPool™ platform), Financial Advisory, Money Fund & FX Portals

DMA Code

New York Metropolitan Area

Founded

2006

Operating Status

Independent Company

Estimated Website Traffic

The chart shows a growth in traffic to the castleoaklp.com website. In November, traffic increased to 856, compared to 824 in the previous month. The highest traffic in 2025 was recorded in November, reaching 856 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at CastleOak Securities shows a diverse range of experience levels:
3% have been with the company for less than 1 year16% for 1–2 years10% for 3–4 years10% for 5–7 years16% for 8–10 years45% have over 11 years of service at CastleOak Securities
Ex-employees positions
In Company
In New Company
Contact top employees from CastleOak Securities
Luis Gomez
Managing Director; Head Finance; FINOP
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David Boyd Booker
Managing Director and Head of Legal and Compliance
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Jon Walker
Head Fixed Income Sales
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Dan Chan
Head of CastleOak’s DirectPool
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Helen Balk
Senior Vice President of Finance
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Kishaye Williams
Financial Analyst
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Dipanshi Sharma
Investment Banking Analyst
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Kisti
Chief Of Staff
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Louis Schioppo
Operations Associate
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Robbie Holley
Investment Banking Associate
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Carrie Li
Investment Banking Senior Analyst
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David Miller
Managing Director
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Arjun Gill
Fixed Income Trading Desk Analyst
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Joshua
Investment Banking Associate
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Konstantin Jensen
Investment Banking Associate
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Youssef Afify
Investment Banking Analyst
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David McCarthy
West Coast IG Credit Sales
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Daniel Deighan
Director | Liquidity Solutions | DirectPool | Electronic Corporate Bond Trading
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Will McNeely
Managing Director - Global PT/Electronic Trading
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Jeff Skinner
SVP/Chief Compliance Officer
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Matthew Buchanan
Institutional Fixed Income Sales
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Jake Kaercher
Managing Director
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FAQ

CastleOak Securities operates in the Finance industries. More details can be found on the official website: castleoaklp.com.
The headquarters of CastleOak Securities are located in New York, United States.
You can contact CastleOak Securities by phone at (646) 521-6700.
CastleOak Securities currently employs 100-200 people.
CastleOak Securities's revenue is approximately < 1M.

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