Joseph Levy

Joseph Levy Email and Phone Number

Director of Treasury Operations @ Sutton National Group
Joseph Levy's Location
Boca Raton, Florida, United States, United States
Joseph Levy's Contact Details

Joseph Levy personal email

About Joseph Levy

Innovative professional with nearly 20 years in the financial industry with extensive capital markets, sales, operations, and business development experience. -Capital Markets and Structured credit, fixed income, loans, and finance-FinTech and Data-Market and Sales implementationManager/Owner of LinkedIn Securitized /Structured product group with 1100+ members

Joseph Levy's Current Company Details
Sutton National Group

Sutton National Group

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Director of Treasury Operations
Joseph Levy Work Experience Details
  • Sutton National Group
    Director Of Treasury Operations
    Sutton National Group Jan 2024 - Present
    Delray Beach, Florida, Us
    Investment oversight and portfolio mgmt for premium uptake portfolios and risk mgmtManage banking, custody and portfolio relationships and platformsImplement TMS/ERP finance and accounting systems and interbank connectivity; payment processes and controlsImplement full scale treasury operations for P&C insurer with over $1b in annual premium. Monitor collateral and state deposits
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  • 777 Partners
    Private Equity Finance And Treasury Manager
    777 Partners Apr 2017 - Jan 2024
    Miami, Florida, Us
    777 Partners is a private investment firm that focuses on a broad range of industries and esoteric credit assets across any geography across eight verticals including insurance, airlines and sports. Currently: • Transact cash movements for over 55+ businesses across 10 bank platforms • Consolidate and monitor Portfolio IRR performance on total business portfolio investments quarterly• Establish short term fixed income portfolio trading methodology for cash/ “dry powder” account• Co-manage several analysts in regards to treasury operations• Onboard and manage escrow/trust/lockbox/bank account implementation for over 60 various new businesses lines. Cash, Wire and ACH management for over 200 bank accounts within 10 bank portals both in the US and overseas- vendor/bank contract negotiation related to capital markets- Administration of over 40 users / 1500 cash movements monthly• Core team for evaluation and implementation of SAP cross asset LMS system and facility/asset reporting dashboard• Source related and relevant deal flow as it pertains to new banking/lending relationships
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  • Isracap Consulting And Strategy
    Founder: Senior Business Consultant
    Isracap Consulting And Strategy May 2009 - Apr 2017
    Start-up focused: Business, funding/ finance advisory, marketing and sales channel development.Strategy planning and partnershipsFocus on Fintech and credit/lending/real estate/capital markets technologiesBIG data/ Market analytics
  • Magna Capital Limited
    Fixed Income Brokerage And Trading
    Magna Capital Limited Sep 2013 - May 2015
    Sales and interdealer brokerage of Global bonds including High yield and Structured (ABS/MBS/CLO)Anaylsis of bondsInvestment/trade researchSales to banks, pensions, and money managersAccounts based in London, Europe, USA and Israel
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  • Ils Brokers
    Em Sales And Trading - International Fx And Fixed Income
    Ils Brokers Nov 2011 - Mar 2013
    Africa/EMEA Focus: Product sales/trading to banks. Foreign /FX/NDF and BondsCreate inter-bank markets in Africa and International marketsAccounts mgmt: London/New York/Africa/Emerging Markets
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  • Seidel And Shaw
    Director Mortgage Backed Trading
    Seidel And Shaw Jul 2009 - Jan 2010
    Fixed Income - Bond Brokerage and Sales Established new sales and trading team (Manage and development new talent for desk)Sales in CMO's as well as ABS/CMBS Bonds & CorporatesBond/investment analysis
  • Further Lane Asset Management
    Vice President Asset Management
    Further Lane Asset Management Jun 2008 - Jun 2009
    Assist PM with asset allocation for equity fund of funds and client fixed income portfolios (etf's, GSE notes) - $650mm+Hedge ABS/MBS/Agency fixed income portfolios using treasuries and ETF'sInvestment analysis and sales both high net worth and institutional
  • Merrill Lynch
    Assistant Vice President Credit Derivitives - Global Markets & Investment Banking (Gmi)
    Merrill Lynch Dec 2005 - May 2008
    New York, Ny, Us
    New Issue and Secondary ABS/MBS/CMBS - CDO/CLN & Correlation Synthetic Trading Organize and lead closings of CDO new issues and Credit Linked Notes (CLN's)Book trades/swaps/ TRS/Update daily spreads/mark to markets/track trades/positions/P&L issuesTrack financing charges for warehouses/ Warehouse and collateral ramp up functionsCreate flow charts for structured deals / Handle movements of collateral, funds, and new issues up to $1bb
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  • Pershing, A Bny Mellon Company
    Avp Fixed Income Trading
    Pershing, A Bny Mellon Company Aug 2002 - Nov 2005
    Jersey City, New Jersey, Us
    Products Traded - CMO's/ MBS , Fannie, Freddie, FHLB, Bills, Treasury Notes, Bonds, Bills, etc.Manage positions (100+ positions daily)Find research/ analyze/ retail oriented products for sales teamSales on collateral/ new issue and existing MBS products/ Evaluate/analyze bonds based on spreads - OASAnalyst and middle office procedures for sales and trading
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  • American Stock Exchange / Ags Partners
    Equity Market Maker - Specialist Clerk
    American Stock Exchange / Ags Partners Aug 2000 - Aug 2002
    AMEX and NYSE Trading Floor- EquitiesAssisted specialist in all aspects of trading over 40 equity and ETF's including energy, tobacco, and airline sector. Opening/trading stocks, IPO's, trade execution of all system and working orders, and market making.Worked on NYSE for weeks following 9/11 events

Joseph Levy Skills

Alternative Investments Market Nigeria Cds Sales Brokerage Derivatives Abs Finance Cdo Treasury Management Market Making Spreads Ils Sales And Marketing Sap Erp Credit Derivatives Legal South Africa Travel Merrill Lynch Cln Https Management Funding Currency Skype Hedge Funds Correlation Dealing Series 63 Synthetic Monitors Accounting Bonds B2b Africa Private Label Valuation Sell Side Wales Portfolio Management Capital Markets Charges Bloomberg Relationship Management Sage Act Asset Allocation Fund Of Funds Strategy Financial Products Emerging Markets Microsoft Excel Asset Management High Yield Fannie Cmbs Private Equity Oas Venture Capital Capital Loans Analysis London Financial Markets Advertising Agency Structured Products P&l Trs .net Jersey Fixed Income Corporate Finance Swaps New Talent Business Development Crm Integration Business Intelligence Development Studio Mbs Securitization Credit Investment Banking Etfs Trading Systems Ipo Cmo Brokers Hedging Linkedin Pricing Yield Banking International Israel Portfolio Account Management Private Clients Structured Finance Start Ups New York Government Investments Global Management Buy Side Financial Services Equities Wealth Management Mutual Funds Trustees Business Planning Fx Options Proprietary Trading Asset Collateral Treasury Financial Transactions Trading Middle East Jewish Studies Global Sales Series 7 Securities Databases

Joseph Levy Education Details

  • New York University
    New York University
    Investment Banking / Capital Markets
  • Johnson & Wales University
    Johnson & Wales University
    Management

Frequently Asked Questions about Joseph Levy

What company does Joseph Levy work for?

Joseph Levy works for Sutton National Group

What is Joseph Levy's role at the current company?

Joseph Levy's current role is Director of Treasury Operations.

What is Joseph Levy's email address?

Joseph Levy's email address is jo****@****ail.com

What schools did Joseph Levy attend?

Joseph Levy attended New York University, Johnson & Wales University.

What are some of Joseph Levy's interests?

Joseph Levy has interest in Social Services, Children, Culinary, Yoga, Environment, Cycling, Running, Human Rights, Philanthropy, Arts And Culture.

What skills is Joseph Levy known for?

Joseph Levy has skills like Alternative Investments, Market, Nigeria, Cds, Sales, Brokerage, Derivatives, Abs, Finance, Cdo, Treasury Management, Market Making.

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