Dana Brett-Levy

Finance

Consumer Services

Profile

Ms. Dana Brett-Levy is a Director at CastleOak Securities joined in September 2011.
She joins CastleOak with 25 years of Wall Street experience.
In her previous role as Director at Coldwell Banker Commercial, she managed the distressed asset division, working with institutional clients in complex transactions involving real estate loans and assets.
Ms. Brett-Levy also has held senior positions at Donaldson, Lufkin & Jenrette and Deutsche Bank.
Ms. Brett-Levy has a B.S.
from the State University of New York at Albany.

Former positions of Dana Brett-Levy

Companies	Position	End
Deutsche Bank Corp. Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.	Corporate Officer/Principal	-
Coldwell Banker Schweitzer Real Estate	Corporate Officer/Principal	-
Donaldson, Lufkin & Jenrette Securities Corp.	Corporate Officer/Principal	-
CastleOak Securities LP CastleOak Securities LP Investment Banks/BrokersFinance Founded in 2006, CastleOak Securities LP is a minority-owned broker/dealer located in New York City with additional offices in Atlanta and Chicago. CastleOak engages in sales and trading, capital markets and financial advisory services. The firm offers expertise in primary and secondary market transactions and is structured to handle mergers, acquisitions, divestitures, valuations and general strategic assessments. Their clients range from Fortune 500 to middle-market corporations, institutional investors and financial sponsors. CastleOak is in partnership with Cantor Fitzgerald. They do not provide any internal research.	Institutional Sales	-

See the detail of Dana Brett-Levy's experience

Training of Dana Brett-Levy

State University of New York at Albany

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies