Corey J. Kosak, Cfa
About Corey J. Kosak, Cfa
Corey J. Kosak, CFA, is a Vice President in Equity Private Placements at Piper Sandler, where he has worked since 2016. He specializes in raising equity financing for private corporate clients and managing investor relationships.
Work at Piper Sandler
Corey J. Kosak has served as Vice President of Equity Private Placements in Investment Banking at Piper Sandler since 2016. In this role, he focuses on raising equity and equity-linked financing transactions for private corporate clients. His responsibilities include managing investor relationships with single and multi-family offices, as well as other non-traditional private equity investors. Kosak's position at Piper Sandler highlights his expertise in the investment banking sector, particularly in equity placements.
Previous Experience in Financial Analysis
Before joining Piper Sandler, Corey J. Kosak worked at TCF Bank as a Financial Analyst for a period of six months in 2012. This role provided him with foundational experience in financial analysis. Additionally, he was employed at FP Wealth as a Research Analyst from 2013 to 2016. During his three years at FP Wealth, he gained valuable insights into market research and investment strategies, further enhancing his analytical skills.
Education and Expertise
Corey J. Kosak holds a Bachelor of Liberal Arts degree with a focus on Finance and Business Management from Saint John's University. His educational background equips him with a solid understanding of financial principles and management practices. In addition to his degree, Kosak holds several professional licenses, including FINRA Series 7, 66, and 79, which further validate his expertise in the financial services industry.
Background in Financial Restructuring
Corey J. Kosak has broad exposure to financial restructuring and portfolio management. His experience in these areas allows him to navigate complex financial scenarios and provide strategic advice to clients. This background is essential for his role in equity private placements, where understanding the intricacies of financial structures is crucial for successful transactions.