Josh Steinberg Email and Phone Number
It all started with pesto. I was 5 years old, hungry and curious. I wanted to know all the ingredients that created this wonderful substance, it was pesto. A week later digging in the backyard I was building a garden to grow basil. This experience is indicative of my entrance into investing, my entrepreneurial spirit and innovation was ignited at 5 and ever since I have been turning problems into solutions and solutions into capital. After pesto came houseboats, I was able to sell 11 houseboats during that four-month summer and after expenses produced approximately $300,000. It was 2008, when the stock market crashed. I plunged funds into the November 2008 bottom buying mining, material, financial, and technology stocks. I watched and waited. I was long. The basil was back! My suspicion was that funds were coming back. Funds came and I cashed out. I moved to San Jose California and was hired as an Associate Banker at a Wells Fargo franchise then moved to Morgan Stanley’s stock plan division in Palo Alto-Menlo Park. During that time I acquired my Series 7, 65, 3, and my California State Insurance license. I handled stock plans for all the local tech companies and worked the trade desk executing trades, I loved this! I showed up at 5AM and worked till 6PM every day and came in on the weekends. I worked with Morgan Stanley’s financial planners to create detailed plans for each of them. I was then able to trade and hold accounts away and so I found myself intrigued by names like Amazon, Now, Bitcoin, Tesla, and Ethereum. At that point I could see how technology and cryptocurrency were going to revolutionize the world. Another stock market crash. I plunged money into the market in March of 2020. I purchased a block of Tesla shares when gas was $1.97 per gallon, dove into Bitcoin at $1,000, in addition to putting significant funds into Amazon, Zoom Video, Beyond Meat, Fastly, Service Now, and Peloton (among others). I rode the bull market, streamlined, and cashed out at the peak. I love evaluating risk and reward and have experience with VC funding from my time with Greystone Consulting and Sandhill Road–Palo Alto Complexes. My team and I are launching an organically grown environmentally corporate and socially responsible hedge fund that focuses on crypto currencies, equities, and derivatives. If you’re interested in talking basil, Crypto, investing in NexPlay, start-ups or derivatives, please reach out. Thanks,
Nexplay Capital Lp Llc
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Founder, Ceo Nexplaycapital Lp LlcNexplay Capital Lp Llc May 2023 - PresentCupertino, California, United StatesSkills: Financial Analysis · Corporate Governance · Strategic Planning · Investment Management · Portfolio Management · Change Management · Environmental, Social, and Governance (ESG) · New Market Expansion · Growth Strategies · Financial Planning · Private Wealth Management · Pipeline Construction · Business Analysis · Growth Initiatives · Options Strategies · Business Strategy · Sales Management · Investor Relations · Corporate Finance · Fund Management · Arbitrage · Leadership · Data Analysis · Financial Markets · Business Planning · Finance · Sales Operations · Tax-advantaged Investment Strategies · Account Management · Portfolio Development · Startup Creation · Team Motivation · Derivatives Trading · Customer Acquisition · Alternative Investments -
Propietary DerivativesThink Alpha Securities Llc Sep 2024 - PresentLas Vegas, Nevada, United StatesDrive revenue through proprietary derivatives trading for corporate accounts -
Proprietary TraderGreat Point Capital Llc Sep 2024 - PresentLas VegasAs a proprietary trader at Great Point Capital I use derivatives to drive alpha for corporate accounts. -
Advisor Role: Family Office Partner For Investhub Innovation ProgramKonzortia Capital Aug 2024 - PresentRemoteVisionary Family Office leader focusing on a passion for innovation and new investment opportunities. Member of the Founder's Circle Program as a Family Office Partner. Providing pivotal advice to shape the Private Capital Markets by providing valuable feedback on prototypes, logic, and assumptions. Providing a deep expertise in venture capital, private equity, and investment management to collaborate in the development of InvestHub which focuses on deal sourcing, evaluation, and execution. -
Prop Derivatives TraderMaverick Trading May 2023 - PresentCupertino, California, United States -
Co-Founder, Chief Financial Officer, Startup ManagerSilicon Valley Speech Jun 2014 - Aug 2023Bay Area, Palm SpringsSkills: Financial Analysis · Corporate Governance · Strategic Planning · Investment Management · Portfolio Management · Marketing Strategy · Change Management · Environmental, Social, and Governance (ESG) · New Market Expansion · Growth Strategies · Financial Planning · Pipeline Construction · Business Analysis · Growth Initiatives · Options Strategies · Business Strategy · Sales Management · Investor Relations · Corporate Finance · Fund Management · Arbitrage · Leadership · Data Analysis · Financial Markets · Business Planning · Pricing Strategy · Finance · Cold Calling · Sales Operations · Tax-advantaged Investment Strategies · Sales · Account Management · Portfolio Development · Startup Creation · Strategic Sourcing · Team Motivation · Derivatives Trading · Customer Acquisition · Alternative Investments -
Morgan Stanley Financial AdvisorMorgan Stanley Oct 2013 - Mar 2016Palo Alto, California, United StatesFinancial Planning Advisor/Pipeline Developer/Pipeline management/ Desk Trader/ special products /notesConducted cold calling, built and managed a sales pipeline, opened and serviced accounts, placed Queue trades. Advised clients and devised financial plans using automated portfolios, modern portfolio theory, mutual funds, insurance products, bond ladders, and special products and other vehicles while responding to client questions on cash flow analysis and strategies in layperson terms. Identified financial product needs and presented clients with options. Specialized in custom Google client solutions. Oversaw a team of 7 and a (no budget for this)budget. Reported to the Palo Alto Managing Director40MM portfolio/client base growth, efficiency, satisfaction, quality, and place top tier 1 in quota wins; added 1-2MM+ accountsRealized a 40 MM 100% uptick in assets under management (AUM) and a 95% surge in customer satisfaction by expertly detailing the advantages and disadvantages of financial products to customers. Obtained a 95% closing rate (or add the word “improvement”) by using comprehensive financial plans and insurance solutions. And specialized services while garnering client assets held away.Placed Tier 1 consistently -
Private BankerWells Fargo Jun 2012 - Sep 2013San Jose, California, United StatesAcquired clients via pipeline management. Assisted private bankers with portfolio development for client meetings. Opened and closed accounts. Pipeline management and development for Prime Brokers. Increased flow through by consistent closing and management of assets including garnering away assets and developing new relationships. Garnered client buy in buy completing financial plans that drove quality operational wins and client satisfaction. Developed specialized sales pipelines in underserved markets. Migrated 50MM in assets into management. -
Associate ProfessorThe City University Of New York Jun 2006 - May 2007New York, United StatesAssociate Professor of Nursing Chemistry/Organic Chemistry. Was responsible for Naked Anion Cesium Effect labs and grants and nursing labs in addition to lecturing.
Josh Steinberg Education Details
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Organic Chemistry/Physics -
Magna Cum Laude -
Cum Laude -
Cum Laude -
Cum Laude
Frequently Asked Questions about Josh Steinberg
What company does Josh Steinberg work for?
Josh Steinberg works for Nexplay Capital Lp Llc
What is Josh Steinberg's role at the current company?
Josh Steinberg's current role is Founder, CEO NEXPLAYCAPITAL| Hedge Fund Management, Financial Analysis, Portfolio Management, Investment Management, Private Equity, Alternative Investments, CFA, CAIA, APMA Candidate.
What schools did Josh Steinberg attend?
Josh Steinberg attended Massachusetts Institute Of Technology, Umass Boston, Umass Boston, Umass Boston, Umass Boston.
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