Alex Weil

Alex Weil Email and Phone Number

Director of RIA Sales @ Luma Financial Technologies
Alex Weil's Location
United States, United States
Alex Weil's Contact Details

Alex Weil personal email

n/a
About Alex Weil

Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.https://lumafintech.com/

Alex Weil's Current Company Details
Luma Financial Technologies

Luma Financial Technologies

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Director of RIA Sales
Alex Weil Work Experience Details
  • Luma Financial Technologies
    Director
    Luma Financial Technologies Apr 2022 - Present
    Cincinnati, Ohio, Us
  • Merrion Securities, Llc
    Merrion Alternative Investments
    Merrion Securities, Llc 2011 - Apr 2022
    Westfield, New Jersey, Us
    Merrion Alternative Investments is an independent provider of customized market-linked investments and hedging solutions. Our institutional platform offers competitively priced Notes and CDs from US and International issuing banks. Managed strategies, including our Wealth Defense Strategies, are offered as separately managed accounts (SMAs) for institutional and high net worth clients.
  • Merrion Investment Management Co.
    Chief Operating Officer
    Merrion Investment Management Co. Mar 2008 - Apr 2022
    Merrion Investment Management serves a select client base of high-net worth individuals, families, and institutions offering customized separately managed accounts.
  • Punk, Ziegel & Company
    Partner
    Punk, Ziegel & Company Jul 2007 - Jan 2008
    Us
    Punk, Ziegel & Company is a boutique investment bank that offers corporate finance advisory services. The firm provides private equity placements, mergers and acquisitions, and corporate advisory services. Additionally, it offers initial public offerings, secondary offerings, valuation, fairness opinions, and retail brokerage services. The firm caters to software, wireless services, healthcare technology, biotechnology, and life sciences sectors. Acquired by Ladenburg Thalmann & Co. Inc.in May 2008.
  • Bear Wagner Specialists
    Specialist
    Bear Wagner Specialists Jul 1998 - Jun 2007
    Us
    Governed trading on the floor of the NYSE in a variety of listed securities, and provided information concerning all aspects of trading to our listed companies. Helped our clients understand the market dynamics which impacted their stocks, as well as provided information flow to assist listed companies in their investor relations strategies. Trained and mentored assistant traders for future market making roles, and participated in the development and testing of new technologies including the Hybrid trading platform.

Alex Weil Skills

Securities Investments Equities Private Equity Investment Banking Capital Markets Valuation Trading Mergers And Acquisitions Financial Advisory Asset Management Investment Management Alternative Investments Investor Relations Structured Finance Mutual Funds Series 7 Hedging Portfolio Management Financial Markets Derivatives Asset Managment

Alex Weil Education Details

  • Johns Hopkins Bloomberg School Of Public Health
    Johns Hopkins Bloomberg School Of Public Health
    Biology
  • Bucknell University
    Bucknell University
    Biology
  • Westminster School
    Westminster School

Frequently Asked Questions about Alex Weil

What company does Alex Weil work for?

Alex Weil works for Luma Financial Technologies

What is Alex Weil's role at the current company?

Alex Weil's current role is Director of RIA Sales.

What is Alex Weil's email address?

Alex Weil's email address is aw****@****oup.net

What schools did Alex Weil attend?

Alex Weil attended Johns Hopkins Bloomberg School Of Public Health, Bucknell University, Westminster School.

What skills is Alex Weil known for?

Alex Weil has skills like Securities, Investments, Equities, Private Equity, Investment Banking, Capital Markets, Valuation, Trading, Mergers And Acquisitions, Financial Advisory, Asset Management, Investment Management.

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