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Sonal P.

Banker & Author


Award-winning Corporate & Investment Banker & Author, with solid experience in originating, structuring and executing debt and equity financings for
middle-market, large corporate, and early-stage companies; primarily investment grade. Other skills include marketing and business
development, counterparty credit risk analysis and management, and relationship management. Expertise includes debt capital markets,
equity capital markets, syndications, and all other capital markets products. Led due diligence and drafting sessions and worked with varying
stakeholders successfully. Reviewed and worked on over 100 debt and equity financings. Speaker and Presenter

Key Skills & Competencies

Deals Analysis, Marketing and Selling Deals to Investors-syndications; Originating, Strucuturing and Executing Deals, Compiling pitch presentations and CIMs and financial analysis, management and guidance to junior bankers on the deal process and overall. Can also manage a group or subordinates.

Professional Experience

Castle Placement - Managing Director, IB - August 2023
"How Should We Think About Debt Capital Markets Today?" Book Author - November 2022 published
BQ Media Lab AG, Advisor to CEO - January 2020
Arch & Beam Global - November 2017
Chatsworth Securities - Managing Director, Investment Banking - March 2016
BNY Capital Markets - Vice President, Syndications - July 1013
The Economic Development Project - Self Employed - December 2012
BNP Paribas - Corporate Banking Associate - 2009
BayernLB - Syndications Second VP - 2007
BNY Mellon - DCM Investment Banking, Business Development, Counterparty Credit Risk, Senior Associate, 2006
UBS Investment Bank - TMT Investment Banking Financial Analyst - 2001

Community Experience

SCORE Long Island probono mentor of the month (September 2022 - advises small business in the long island community on their business challenges


Columbia University SIPA - MPA, International Economic Policy 2003
NYU - BA, Political Science, 1997

Other Experience/Awards/Publications

Banking Awards: Deals Management from BNY Mellon for Private Equity Sponsored Deals (2)
Cross-selling Awards from G-Trade and B-Trade Services (2)
SCORE LI Mentor of the Month for Community Service
Senator Serphin Maltese Community Service Award (late 1980s)
Queensborough Clair Schulman Award for Constituent Services/Community Services (mid 1980s)

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