Hoboken Office | 201-656-0115
Medford Office | 609-953-7555
Pennsylvania Office | 610-326-4900
Alana K. Zimmerman, Managing Director firstname.lastname@example.org
Alana Zimmerman joined NW Financial in November 2018. January 2019. Ms. Zimmerman is a Managing Director who specializes in high yield municipal bonds with a focus on the healthcare, senior living and charter schools’ sectors.
Prior to joining NW Financial Group, Alana was a Managing Director at Piper Jaffray on the high yield municipal and structured desk. Prior to joining Piper, Alana was a Vice President of Institutional Sales focusing on high yield municipals at Ziegler Capital Markets. Focused on both investment grade and high yield municipals at Bank of America Securities, Liquid Products she was also responsible for securing bonds for the remarketing business on the derivative/structured product desk and the coordination and execution of third party TOB/derivative transactions with the structured and cash desk. Alana has had extensive experience with both the new issue and secondary high yield municipal product which also includes working extensively with the underwriting desks on negotiated public deals, restructuring negotiated deals, competitive deals and private placements. Additionally, Alana has done a variety of secondary sales and trading to accounts including asset swaps, tax loss swaps, crosses and MMD rate locks and execution of variable rate and auction rate products.
Boston College’s Carroll School of Management
Bachelor of Science
Leonard N. Stern School of Business at New York University
M.B.A. in Finance and Management
7 (Full Registration/General Securities Representative)
63 (Uniform Securities Agent)
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