Joshua Weiss, CAIA

Head of Americas Sales at Elliptic
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • CAIA
    CAIA Association
    Sep, 2017
    - Nov, 2024
  • Passed Level 1 of the CFA Exam
    CFA Institute
    Dec, 2016
    - Nov, 2024
  • Passed Level 3 of the CMT Exam
    Market Technicians Association, Inc.
    May, 2015
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Head of Americas Sales
      • Feb 2023 - Present

    • Enterprise Sales Team Lead
      • Mar 2022 - Feb 2023

    • Enterprise Sales Executive
      • Jun 2021 - Mar 2022

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Board Advisor
      • Dec 2022 - Present

    • Canada
    • Non-profit Organization Management
    • 1 - 100 Employee
    • United States Ambassador
      • Oct 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Relationship Manager
      • Apr 2015 - Jun 2021

      - Managed Bloomberg's Hedge Fund business in New York City, Washington DC, Virginia, Maryland, and Pennsylvania

    • Analytics Representative
      • Jun 2014 - Mar 2015

      Successfully completed specialized training in Equities/Technical Analysis with key foundations in Fixed Income, FX, and CommoditiesHelped clients integrate the Bloomberg terminal into their workflowFloor Manager for Equities/Technical Analysis - Main point of escalation for all questions related to equities and technical analysis for the analytics departments in New York, San Francisco, and Brazil

    • Higher Education
    • 700 & Above Employee
    • Peer Tutor
      • Sep 2013 - May 2014

      Tutor students one-on-one and in groups in the following classes: Marketing, Corporation Finance, Management, and Operations and Information Systems

    • Presidential Assistant
      • Aug 2013 - May 2014

      1 of 12 entry level manager positions on Muhlenberg College's campusHelp organize Muhlenberg College’s Tutoring ProgramIn charge of editing and publishing two newsletters: one for all Muhlenberg faculty, and one for all of the Muhlenberg tutorsUpdate the office's social media platformsWrite articles for the college's newspaper, updating the student body about the activities of the office.

    • Campus Tour Guide
      • Jan 2011 - May 2014

      Market Muhlenberg College to prospective students.Selected to be a member of the school’s Tour Guide Executive Board;Responsible for tour guide training and developing program improvement ideas.

    • United States
    • Market Research
    • 1 - 100 Employee
    • Research Intern
      • May 2013 - Jul 2013

      Research assistant for a book on the future of China / Russia Read books on China / Russia and generated reports on relevant topics for the book Helped research for / write a report on early voting and its affect on the Presidential election. Analyzed quantitative and qualitative data, and created powerpoints that were sent out to Bloomberg and the US Chamber of Commerce Research assistant for a book on the future of China / Russia Read books on China / Russia and generated reports on relevant topics for the book Helped research for / write a report on early voting and its affect on the Presidential election. Analyzed quantitative and qualitative data, and created powerpoints that were sent out to Bloomberg and the US Chamber of Commerce

    • United States
    • Broadcast Media Production and Distribution
    • 700 & Above Employee
    • Intern for Squawk on the Street
      • Jul 2012 - Aug 2012

      Assisted in Administrative Tasks for the show

    • Intern for the Kudlow Report
      • Jun 2012 - Aug 2012

      Researched topics relevant to each show, and suggested potential areas of discussion to the show's executive producer.Assisted in pre-production of the show (edited tapes, prepared clips for inclusion in the segment, and called companies to verify information).Greeted and made travel arrangements for guests

    • Spectator Sports
    • 300 - 400 Employee
    • Intern
      • Jul 2011 - Aug 2011

      Worked on advertising and marketing for the Spartan Race Reported directly to the head of merchandising and developed a marketing plan to integrate the race on American college campuses; presented this plan to the event’s regional heads and CEO of the Spartan Race. Worked on advertising and marketing for the Spartan Race Reported directly to the head of merchandising and developed a marketing plan to integrate the race on American college campuses; presented this plan to the event’s regional heads and CEO of the Spartan Race.

    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Volunteer
      • Jun 2009 - Aug 2009

      Worked with children ages 7-18 diagnosed with Autism, Down syndrome and other learning disabilities. Worked with children ages 7-18 diagnosed with Autism, Down syndrome and other learning disabilities.

Education

  • Muhlenberg College
    Bachelor's degree, Business Administration and Psychology
    2010 - 2014

Community

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