Joshua Weiss, CAIA
Head of Americas Sales at Elliptic- Claim this Profile
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Bio
Credentials
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CAIA
CAIA AssociationSep, 2017- Nov, 2024 -
Passed Level 1 of the CFA Exam
CFA InstituteDec, 2016- Nov, 2024 -
Passed Level 3 of the CMT Exam
Market Technicians Association, Inc.May, 2015- Nov, 2024
Experience
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Elliptic
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United Kingdom
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Financial Services
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100 - 200 Employee
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Head of Americas Sales
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Feb 2023 - Present
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Enterprise Sales Team Lead
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Mar 2022 - Feb 2023
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Enterprise Sales Executive
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Jun 2021 - Mar 2022
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Uptick
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United States
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Financial Services
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1 - 100 Employee
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Board Advisor
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Dec 2022 - Present
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Canadian Blockchain Consortium
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Canada
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Non-profit Organization Management
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1 - 100 Employee
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United States Ambassador
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Oct 2022 - Present
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Bloomberg
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United States
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Financial Services
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700 & Above Employee
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Senior Relationship Manager
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Apr 2015 - Jun 2021
- Managed Bloomberg's Hedge Fund business in New York City, Washington DC, Virginia, Maryland, and Pennsylvania
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Analytics Representative
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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
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Muhlenberg College
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Higher Education
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700 & Above Employee
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Peer Tutor
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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
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Presidential Assistant
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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.
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Campus Tour Guide
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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.
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Schoen Cooperman Research
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United States
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Market Research
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1 - 100 Employee
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Research Intern
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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
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CNBC
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United States
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Broadcast Media Production and Distribution
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700 & Above Employee
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Intern for Squawk on the Street
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Jul 2012 - Aug 2012
Assisted in Administrative Tasks for the show
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Intern for the Kudlow Report
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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
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Spartan
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Spectator Sports
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300 - 400 Employee
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Intern
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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.
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ECLC of New Jersey
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United States
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Primary and Secondary Education
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1 - 100 Employee
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Volunteer
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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.
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Education
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Muhlenberg College
Bachelor's degree, Business Administration and Psychology