Fiscal Year

2024

Case Number

A-22326-61651

Case Status

Certified

Received Date

2022-12-30

Decision Date

2024-02-28

Refile

N

Original File Date

2024-01-01 00:49:43

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Copeland Markets, LLC

Employer Name Slug

copeland-markets-llc

Employer Address 1

3 E. 28th Street

Employer Address 2

7th Floor

Employer City

New York

Employer City Slug

new-york

Employer State

NEW YORK

Employer State Slug

new-york

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

10016

Employer Phone

8482952224

Employer Number of Employees

37

Employer Year Commenced Business

2021

NAICS Code

522320

FW Ownership Interest

N

Employer Contact Name

Susan George

Employer Contact Address 1

3 E. 28th Street

Employer Contact Address 2

7th Floor

Employer Contact City

New York

Employer Contact State/Province

NEW YORK

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

10016

Employer Contact Phone

8482952224

Employer Contact Email

susan.george@npm.com

Agent Attorney Name

Yumi Zharkovsky

Agent Attorney Firm Name

Fragomen, Del Rey, Bernsen Loewy LLP

Agent Attorney Phone

212-688-8555

Agent Attorney Address 1

1400 Broadway

Agent Attorney Address 2

Floor 9

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10018

Agent Attorney Email

Yzharkovsky@fragomen.com

PW Track Number

P10021299668052

PW SOC Code

41-3031

PW SOC Title

Securities, Commodities, and Financial Services Sales Agents

PW Skill Level

Level IV

PW Wage

151736.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-04-29

PW Expiration Date

2022-07-28

Wage Offer From

151736.00

Wage Offer To

0.00

Average Salary

151736.00

Wage Unit of Pay

Year

Worksite Address 1

Copeland Markets, LLC

Worksite Address 2

505 Howard Street

Worksite City

San Francisco

Worksite City Slug

san-francisco

Worksite State

CALIFORNIA

Worksite Postal Code

94105

Job Title

Senior Specialist, Sales Executive

Job Title Slug

senior-specialist-sales-executive

Minimum Education

Master's

Major Field of Study

Business, Finance, or a related field

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

24

Accept Alternative Job Title

Sales Executive or Investment Specialist in Financial Services or Private Equity. . . see H.14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires a Masters degree or foreign equivalent in Business, Finance, or a related field, and 2 years of progressively responsible experience working as a Sales Executive or Investment Specialist in Financial Services or Private Equity, or in a related field. Alternatively, employer will accept a Bachelors degree or foreign equivalent in Business, Finance, or a relatedbr field, and 5 years of progressively responsible experience working as a Sales Executive or Investment Specialist in Financial Services or Private Equity, or in a related field. Experience must include Working in institutional investor clientfacing teams, specifically onboarding institutional investor accounts or bank partners, responding to client inquiries and due diligence questionnaires, reviewing legal offering documents, conducting investor update calls, and assisting with developing or updating investment pitchdecks; Private equity transaction execution or capital raises, writing investment summaries, reviewing legal contracts, participating in client pitches, conducting or facilitating research in private companies or funds; Acting as a liaison between internal and external stakeholders to launch new financials products or strategic initiatives; Onboarding and training Interns, Analysts or Associates; and Sourcing and analyzing financial data from internal inhouse proprietary applications or any of the public financial datasites such as Bloomberg, Factset, or Pitchbook. Employer will accept any suitable combination of education, training or experience.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-07-29

SWA Job Order End Date

2022-08-28

Sunday Edition Newspaper

Y

First Newspaper Name

San Francisco Chronicle

First Advertisement Start Date

2022-07-31

Second Newspaper Ad Name

San Francisco Chronicle

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-08-07

Employer Website From Date

2024-01-01 00:49:43

Employer Website To Date

2024-01-01 00:49:43

Professional Organization Ad From Date

2024-01-01 00:49:43

Professional Organization Advertisement To Date

2024-01-01 00:49:43

Job Search Website From Date

2022-07-26

Job Search Website To Date

2022-08-09

Employee Referral Program From Date

2022-07-26

Employee Referral Program To Date

2022-08-08

Local Ethnic Paper From Date

2022-08-03

Local Ethnic Paper To Date

2022-08-03

Radio/TV Ad From Date

2024-01-01 00:49:43

Radio/TV Ad To Date

2024-01-01 00:49:43

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

INDIA

Foreign Worker Birth Country

INDIA

Class of Admission

H-4

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

HARVARD BUSINESS SCHOOL

Foreign Worker Education Institution Address 1

SOLDIERS FIELD

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

BOSTON

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2163

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Yumi Zharkovsky

Preparer Title

Senior Associate

Preparer Email

Yzharkovsky@fragomen.com

Employer Information Declaration Name

Susan George

Employer Information Declaration Title

Chief People Officer