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Dragomir K Kolev

from New York, NY
Age ~48
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Also known as:
Dragomir Roza Kolev, Kolev Dragomir
Phone and address:
400 Chambers St, New York, NY 10282
Related to:
Roza Kolev, 47Kolev Dragomir, 48
Connected to:
Anna S Kolev, 38Jivko V Kolev, 47Koliu I Kolev, 74Michelle A Kolev, 48Nikola A Kolev, 48Anita N Koleva, 45Antoniya K Koleva, 32Silvia N Koleva, 68Vanya I Koleva, 62Katerina Kolevska

Dragomir Kolev Phones & Addresses

  • 400 Chambers St, New York, NY 10282
  • 380 Rector St, New York, NY 10280
  • 330 33Rd St, New York, NY 10016
  • Williamstown, MA

Work

Company: Tfo financial institutions restructuring fund Dec 2010 Position: Managing director

Education

School / High School: Williams College 1995 to 1999

Industries

Investment Management

Resumes

Resumes

Dragomir Kolev Photo 1

Portfolio Manager

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Position:
Managing Director at TFO Financial Institutions Restructuring Fund
Location:
New York, New York
Industry:
Investment Management
Work:
TFO Financial Institutions Restructuring Fund since Dec 2010
Managing Director
Community USA HoldCo Jul 2009 - Sep 2010
Head of M&A and Strategy
Merrill Lynch Mar 2007 - Jul 2009
Head of Portfolio Strategy, Merrill Lynch Bank USA
Merrill Lynch Jul 1999 - Dec 2007
Director, Investment Banking
Education:
Williams College 1995 - 1999
University of Oxford 1997 - 1998
University of Pennsylvania - The Wharton School 2002
Executive Program

Publications

Us Patents

Convertible Financial Instruments With Contingent Payments

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US Patent:
7987129, Jul 26, 2011
Filed:
Aug 12, 2002
Appl. No.:
10/064745
Inventors:
David K. Dolan - Annandale VA, US
Jeffrey N. Edwards - Basking Ridge NJ, US
Yonathan Epelbaum - New York NY, US
Frederick J. Fiddle - Ridgewood NJ, US
Emerson P. Jones - Greenwich CT, US
Stuart C. Kaperst - New York NY, US
Todd K. Kaplan - Winnetka IL, US
Daniel Y. Kerstein - Woodsburgh NY, US
Dragomir K. Kolev - New York NY, US
Richard P. Luciano - Morristown NJ, US
Paul A. Pepe - New York NY, US
Eric Steifman - New York NY, US
Russell L. Stein - Englewood Cliffs NJ, US
Brennan J. Warble - Bronxville NY, US
Richard J. Green - Woodbury NY, US
Robert A. Rudnick - Queenstown MD, US
Frank R. Strong - McLean VA, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 35
Abstract:
A convertible financial instrument provides incentives to holders to keep the instruments outstanding so that issuers maintain flexibility and control over the maturity date of the instrument and the manner in which it is settled. The instrument may provide issuers with the ability to deduct an amount for tax purposes that approximates the true economic cost of the financial instrument. The instrument may contain a provision calling for contingent payments (which may include, for example, contingent interest, preferred distributions, contingent principal, dividends, and other pay-outs) to the holder in some circumstances, which may be based on formulae calculations. For example, this may occur when the trading value of the convertible instrument exceeds a pre-determined value such as, for example, a certain percentage of the accreted value of the convertible instrument, or, for example, another circumstance that may trigger a contingent payment may be when the price of another financial instrument (e. g. , the underlying security, the reference security, etc. ) is below, higher than, or equal to a pre-determined value.

Methods And Systems For Offering And Servicing Financial Instruments

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US Patent:
20040006520, Jan 8, 2004
Filed:
Aug 12, 2002
Appl. No.:
10/218124
Inventors:
James Birle - Summit NJ, US
David Dolan - Annadale VA, US
Jeffrey Edwards - Basking Ridge NJ, US
Yonathan Epelbaum - Brooklyn NY, US
Frederick Fiddle - Ridgewood NJ, US
Emerson Jones - Greenwich CT, US
Stuart Kaperst - New York NY, US
Todd Kaplan - Winnetka IL, US
Daniel Kerstein - Woodmere NY, US
Dragomir Kolev - New York NY, US
Richard Luciano - Morristown NJ, US
Thomas Patrick - New York NY, US
Paul Pepe - New York NY, US
Eric Steifman - New York NY, US
Russell Stein - Engelwood Cliffs NJ, US
Brennan Warble - Bronxville NY, US
Richard Green - Woodbury NY, US
International Classification:
G06F017/60
US Classification:
705/035000, 705/036000
Abstract:
Methods and systems for offering and servicing financial instruments create a way for issuers to offer financial instruments with incentives to holders to not voluntarily convert or redeem such instruments so that issuers maintain greater flexibility and control over the maturity date of the instrument and the manner in which it is settled. Additionally, some embodiments of this invention provide issuers of convertible and exchangeable financial instruments with the ability to deduct an amount for tax purposes that approximates the true economic cost of the financial instrument.

Convertible Financial Instruments With Contingent Payments

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US Patent:
20050080706, Apr 14, 2005
Filed:
Aug 12, 2002
Appl. No.:
10/476705
Inventors:
David Dolan - Annandale VA, US
Jeffrey Edwards - Basking Ridge NJ, US
Yonathan Epelbaum - New York NY, US
Frederick Fiddle - Ridgewood NJ, US
Emerson Jones - Greenwich CT, US
Stuart Kaperst - New York NY, US
Todd Kaplan - Winnetka IL, US
Daniel Kerstein - Woodsburgh NY, US
Dragomir Kolev - New York NY, US
Richard Luciano - Morristown NJ, US
Thomas Patrick Jr - New York NY, US
Paul Pepe - New York NY, US
Eric Steifman - New York NY, US
Russell Stein - Englewood Cliffs NJ, US
Brennan Warble - Bronxville NY, US
Richard Green - Woodbury NY, US
Robert Rudnick - Queenstown MD, US
Frank Strong - McLean VA, US
International Classification:
G06F017/60
US Classification:
705037000, 705030000, 705040000
Abstract:
A convertible financial instrument provides incentives to holders to keep the instruments outstanding so that issuers maintain flexibility and control over the maturity date of the instrument and the manner in which it is settled. The instrument may provide issuers with the ability to deduct an amount for tax purposes that approximates the true economic cost of the financial instrument. The instrument may contain a provision calling for contingent payments (which may include, for example, contingent interest, preferred distributions, contingent principal, dividends, and other pay-outs) to the holder in some circumstances, which may be based on formulae calculations. For example, this may occur when the trading value of the convertible instrument exceeds a predetermined value such as, for example, a certain percentage of the accreted value of the convertible instrument, or, for example, another circumstance that may trigger a contingent payment may be when the price of another financial instrument (e.g., the underlying security, the reference security, etc.) is below, higher than, or equal to a pre-determined value.
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Dragomir K Kolev from New York, NY, age ~48 Get Report