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David Miller

Managing Director at CastleOak Securities
Intro Book
Seasoned fixed income sales and trading expert.
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Location
Woodmere, New York, United States, US
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Bio

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David Miller is a seasoned finance professional with over 20 years of experience in fixed income sales and trading, holding leadership positions at top firms such as CastleOak Securities and Mizuho Securities USA LLC.

Credentials

  • Professional Licenses: Series 7, Series 63
    The Financial Industry Regulatory Authority
    Jan, 1988
    - Apr, 2026

Experience

  • CastleOak Securities
    • New York, New York, United States
    • Managing Director
      • Jun 2022 - Present
      • New York, New York, United States

      Fixed Income Sales

  • Mizuho Securities USA LLC, Multi-Asset Sales
    • New York, New York, United States
    • Executive Director
      • Mar 2006 - May 2022
      • New York, New York, United States

      I sell fixed income securities such as U.S. Treasuries, Agencies, Corporate Bonds, Repo, and Money Market Instruments to institutional investors, including 2A7 Funds, Insurance Companies, Securities Lenders, and State Treasurers.One of my key tasks is to market and distribute more than 200 corporate commercial paper programs.

  • REFCO Securities, LLC,
    • New York, New York, United States
    • Vice President
      • Jan 2004 - Nov 2005
      • New York, New York, United States

      Repo and Fixed Income Sales

  • Mitsubishi, Securities (USA), Inc.
    • New York, New York, United States
    • Vice President
      • Aug 1998 - Jan 2004
      • New York, New York, United States

      Repo and Fixed Income Sales/Trading

  • Bank of Tokyo-Mitsubishi, Ltd.
    • New York, New York, United States
    • Vice President
      • Mar 1993 - Aug 1998
      • New York, New York, United States

      Institutional Money Market Sales

  • Chemical Securities
    • New York, New York, United States
    • Assistant Vice President
      • Jun 1984 - Mar 1993
      • New York, New York, United States

      Investor’s Team, Money Market Sales, Govt Bond Trading

Suggested Services

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Industry Focus. “Financial Services”

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