Josh Pezzulo Email & Phone Number
@polencapital.com
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Who is Josh Pezzulo? Overview
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Josh Pezzulo is listed as Vice President - SFO at Graven Capital, a company with 1 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at polencapital.com and a matched LinkedIn profile for Josh Pezzulo.
Josh Pezzulo previously worked as Partner at Hj Ventures and Vice President at Graven Capital. Josh Pezzulo holds Business Strategy And Alternative Investments from Harvard Business School.
Email format at Graven Capital
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AeroLeads found 1 current-domain work email signal for Josh Pezzulo. Compare company email patterns before reaching out.
About Josh Pezzulo
Focus: Client Strategy • Business Strategy • Project Management • Wealth Management
Josh Pezzulo's current company
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Josh Pezzulo work experience
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Partner
Current- Deal Sourcing & Investment Strategy: Lead and close investments in high-growth companies, with a primary focus on SaaS and consumer tech in niche markets, building a diversified portfolio to maximize long-term returns.- Portfolio Management: Partner with executive teams to drive key initiatives, including product strategy, go-to-market execution while.
Vice President
Current- Positioned as a key contributor to the investment strategy, collaborate closely with the Chief Investment Officer (CIO) in filtering new opportunities. Conducting in-depth preliminary research and play a crucial role in crafting compelling pitches with advanced due diligence practices.- Negotiate agreements among service providers to fit into proposed.
Associate
- Conducted extensive research and analysis to identify new asset classes to expand the firm's product offerings of $60bn+ AUM investment manager.
- Designed and implemented new tools to increase efficiency and reduce errors in day-to-day operations, resulting in a 25% reduction in processing time.
- Facilitated the posting of flows along with account changes, freezes, terminations, and tax harvesting, ensuring compliance with industry regulations.
- Reviewed daily back-office reconciliation and investigated discrepancies as needed, resulting in a 90% reduction in error rates.
- Actively worked with trading to provide daily maintenance trades for execution and supported compliance alerts, resulting in a 20% reduction in trade errors.
Project Lead
Senior Analyst
Rapidly adapting to multiple applications to create efficiencies to reduce firms costs by over $1.2mContribute to incremental revenue strategies with directors across the firm generating over $600,000Present efficiency metrics to clients to amplify synergy among firmsLead firm wide initiative in search of strategic projects to undertakeActively communicate.
Investment Analyst
- Reported directly to CEO on multiple crucial projects surpassing expectations
- Assisted portfolio managers by generating reports on individual companies and funds in the respective industry
- Managed client communication of a $30M+ fund
- Collaborated with multiple teams to understand client needs by examining market activities to develop and execute strategies that support their financial goals
Josh Pezzulo education
Business Strategy And Alternative Investments
Bsba, Finance
Frequently asked questions about Josh Pezzulo
Quick answers generated from the profile data available on this page.
What company does Josh Pezzulo work for?
Josh Pezzulo works for Graven Capital.
What is Josh Pezzulo's role at Graven Capital?
Josh Pezzulo is listed as Vice President - SFO at Graven Capital.
What is Josh Pezzulo's email address?
AeroLeads has found 1 work email signal at @polencapital.com for Josh Pezzulo at Graven Capital.
Where is Josh Pezzulo based?
Josh Pezzulo is based in Miami, Florida, United States while working with Graven Capital.
What companies has Josh Pezzulo worked for?
Josh Pezzulo has worked for Graven Capital, Hj Ventures, Polen Capital, Bny, and Lyons Wealth Management.
How can I contact Josh Pezzulo?
You can use AeroLeads to view verified contact signals for Josh Pezzulo at Graven Capital, including work email, phone, and LinkedIn data when available.
What schools did Josh Pezzulo attend?
Josh Pezzulo holds Business Strategy And Alternative Investments from Harvard Business School.
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