Mark Kotasek
Capital Markets Specialist at CU Capital Market Solutions- Claim this Profile
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Bio
Nathan Rettig
Mark is a dedicated leader who consistently finds a way to make a lasting contribution to individuals, organizations, and causes in numerous fields; whether it’s volunteerism, entrepreneurship, or financial markets, Mark swings big and hits big. His commitment to his values, passion for innovation, and fiendish work ethic are a powerful force to be reckoned with. Bottom line: Mark is the rare bird who can create a brilliant vision of success, develop the strategy to achieve this vision, inspire others, and do the heavy lifting many other visionaries won’t or can’t do.
Nathan Rettig
Mark is a dedicated leader who consistently finds a way to make a lasting contribution to individuals, organizations, and causes in numerous fields; whether it’s volunteerism, entrepreneurship, or financial markets, Mark swings big and hits big. His commitment to his values, passion for innovation, and fiendish work ethic are a powerful force to be reckoned with. Bottom line: Mark is the rare bird who can create a brilliant vision of success, develop the strategy to achieve this vision, inspire others, and do the heavy lifting many other visionaries won’t or can’t do.
Nathan Rettig
Mark is a dedicated leader who consistently finds a way to make a lasting contribution to individuals, organizations, and causes in numerous fields; whether it’s volunteerism, entrepreneurship, or financial markets, Mark swings big and hits big. His commitment to his values, passion for innovation, and fiendish work ethic are a powerful force to be reckoned with. Bottom line: Mark is the rare bird who can create a brilliant vision of success, develop the strategy to achieve this vision, inspire others, and do the heavy lifting many other visionaries won’t or can’t do.
Nathan Rettig
Mark is a dedicated leader who consistently finds a way to make a lasting contribution to individuals, organizations, and causes in numerous fields; whether it’s volunteerism, entrepreneurship, or financial markets, Mark swings big and hits big. His commitment to his values, passion for innovation, and fiendish work ethic are a powerful force to be reckoned with. Bottom line: Mark is the rare bird who can create a brilliant vision of success, develop the strategy to achieve this vision, inspire others, and do the heavy lifting many other visionaries won’t or can’t do.
Credentials
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Series 24, 79, 63, 7, & SIE
Financial Industry Regulatory Authority (FINRA)
Experience
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CU Capital Market Solutions
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United States
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Financial Services
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1 - 100 Employee
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Capital Markets Specialist
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Jul 2023 - Present
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InspereX
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United States
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Investment Banking
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100 - 200 Employee
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Managing Director - Fixed Income / Capital Markets
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Jan 2021 - Jun 2023
Introduced innovative solutions platform for potential JV. Failed. Worked extensively with brilliant clients to progress innovative life settlement financing. Outcome TBD. Introduced innovative solutions platform for potential JV. Failed. Worked extensively with brilliant clients to progress innovative life settlement financing. Outcome TBD.
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Consultant
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Jul 2019 - Jun 2023
On & offshore (re-)insurance solutions, reorganizations, & acquisitions for private debt & equity funds. Consulted briefly with fintech-enabled broker dealer, media / gaming company, & a start-up professional sports league. Consulted extensively as a Capital Markets Expert. On & offshore (re-)insurance solutions, reorganizations, & acquisitions for private debt & equity funds. Consulted briefly with fintech-enabled broker dealer, media / gaming company, & a start-up professional sports league. Consulted extensively as a Capital Markets Expert.
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NatWest Markets Plc
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Banking
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700 & Above Employee
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Board Executive Director - NWMSI
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2016 - 2019
Board Member Board Member
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NatWest Markets
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Banking
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700 & Above Employee
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Managing Director
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2006 - 2019
Financing & Risk Solutions ; Global Banking & Markets ; Corporate & Institutional Banking ; International Execution Specialist ; Global Originator ; Syndicate Manager Financing & Risk Solutions ; Global Banking & Markets ; Corporate & Institutional Banking ; International Execution Specialist ; Global Originator ; Syndicate Manager
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Director - Corporate & Institutional Banking
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2003 - 2006
Financing & Advisory Financing & Advisory
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Associate - Fixed Income
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2000 - 2003
Debt Capital Markets Debt Capital Markets
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US Army
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United States
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Law Enforcement
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1 - 100 Employee
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Second Lieutenant
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1994 - 1999
Branch Qualified Infantry Officer 1998-1999; US Army Ranger School Candidate 1998; Blackbird OIC 1999; Swimming Instructor 1995-1999; Lifeguard 1995-1999; Lifeguard Trainer 1999; US Army Physical Fitness School Intern for Dr. Ed Thomas (#hero, #educator) 1999; Cadet, USCC 1994-1998: Follower, Rifleman, Team Leader, Squad Leader, Public Affairs Officer, Platoon Leader. Branch Qualified Infantry Officer 1998-1999; US Army Ranger School Candidate 1998; Blackbird OIC 1999; Swimming Instructor 1995-1999; Lifeguard 1995-1999; Lifeguard Trainer 1999; US Army Physical Fitness School Intern for Dr. Ed Thomas (#hero, #educator) 1999; Cadet, USCC 1994-1998: Follower, Rifleman, Team Leader, Squad Leader, Public Affairs Officer, Platoon Leader.
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Education
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1994 - 1998
United States Military Academy at West Point
Bachelor of Science (BS), Systems Engineering ; Art, Philosophy, & Literature ; horrible at Russian.
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