CastleOak Securities named Donna Sims Wilson executive vice president, tasking her with driving revenue growth and overseeing new business production. Sims Wilson has an extensive background in equity sales and corporate and mortgage finance. As a 25-year year veteran of the industry, she most recently served as president of M.R. Beal & Co., a minority-owned investment bank that specializes in municipal and corporate finance. During her tenure with M.R. Beal & Co., Sims Wilson was responsible for growing the firm’s revenue base. Before she was president, Sims Wilson also served as executive vice president, head of equity sales and trading, senior vice president, and director of the Federal Financial Group at M.R. Beal. She also spent a stint at Bear Stearns where she was vice president. President and Chief Executive Officer of CastleOak David Jones commented that Sims Wilson would be a great asset to the company because of extensive background in the securities market. “Donna’s breadth of relationships in the industry and range of expertise across various business lines are excellent complements to our business,” Jones said. “As we continue to focus on growth strategies, Donna’s deep industry knowledge and leadership will prove to be exceptional assets to CastleOak.” CastleOak Securities is an investment bank that provides sales and trading, capital markets and financial advisory services. The firm is based in New York, but has regional offices in Chicago, Atlanta, and Portland. Write to Christine Ricciardi. Follow her on Twitter @HWnewbieCR.
CastleOak Securities names Sims Wilson EVP
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