Josh Migliardi

AVP, Strategy & Analytics at K2 Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • General Securities Principal Examination (Series 24 License)
    FINRA
    Oct, 2018
    - Nov, 2024
  • National Commodity Futures Representative Examination (Series 3 License)
    FINRA
    Mar, 2012
    - Nov, 2024
  • General Securities Representative Examination (Series 7 License)
    FINRA
    Aug, 2011
    - Nov, 2024
  • Uniform Securities Agent State Law Examination (Series 63 License)
    FINRA
    Oct, 2011
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • AVP, Strategy & Analytics
      • Oct 2021 - Present

      Multi-billion dollar leading global hedge fund advisor providing solutions since 1994.

    • Marketing Analytics Manager
      • Jul 2018 - Sep 2021

    • Senior Client Relations Analyst
      • Jun 2014 - Jul 2018

    • Financial Services
    • Senior Analyst, Product Specialist
      • Apr 2012 - Jun 2014

      Multi-billion dollar hedge fund specializing in managed futures/commodities.

    • Research Analyst
      • Nov 2008 - Apr 2012

Education

  • Bryant University
    Bachelor of Science in Business Administration, Finance, Legal Studies
    2005 - 2008
  • Greenwich High School

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