Mischler Financial Group 

      

Steven T. Monji

Vice President Fixed Income

Phone: (800) 820-0640
Fax: (949) 720-0229
Email: SMonji@MischlerFinancial.com

PROFESSIONAL EXPERIENCE

 

Steven Monji is an investment professional with more than 15 years of Treasury, Finance, and Cash Management experience.  Prior to joining Mischler Financial Group he served as the Capital Markets Manager for Lehman Brothers.  Mr. Monji’s structured securities experience includes closing transactions for the following issuers: Lehman Brothers, Honda, Mitsubishi and CNL Commercial Finance. Prior to Lehman Brothers he worked for Deutsche Bank AG Bankers Trust Division providing trust, custody, and related services. 

 

EDUCATION & SECURITIES LICENSES

 

Series 7 – Full Registration, General Securities Representative

Series 63 – Uniform Securities Agent, State Law

BS, California State University Fullerton with an emphasis in finance

Certified Visual Basics Programmer

 

SPECIALIZATION

 

Steven specializes as a full-service institutional broker for fixed income securities and manages client relationships for Disabled Veteran Business Enterprise directed equity transactions.  

 

PERSONAL BACKGROUND

 

Steven lives in San Clemente with his wife Dayna and daughter Alyssa.  He is very active with his daughter's Hula dancing and performances.  His hobbies include cycling, golfing and ocean sports.