William Purdy

William Purdy Email and Phone Number

Director of Business Development @ Monarq Asset Management
New York, NY, US
William Purdy's Location
New York City Metropolitan Area, United States, United States
William Purdy's Contact Details

William Purdy personal email

n/a

William Purdy phone numbers

About William Purdy

I build bridges with HNWI and institutional partners.

William Purdy's Current Company Details
Monarq Asset Management

Monarq Asset Management

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Director of Business Development
New York, NY, US
Website:
monarq-am.com
Employees:
13
William Purdy Work Experience Details
  • Monarq Asset Management
    Director Of Business Development
    Monarq Asset Management
    New York, Ny, Us
  • Van Markl Investment Management
    Head Of Investor Relations
    Van Markl Investment Management Jan 2022 - Present
    Zug, Zg, Ch
    • Bootstrapped a crypto options trading firm, raising $45M+ from family offices, banks, fund of funds, and hedge funds.• Managed relationships with institutional clients and HNWIs, traveling globally to secure investments and expand the client base.• Ensured compliance with Luxembourg’s CSSF regulatory environment in all sales activities, maintaining operational integrity.• Represented the company at major industry events and conferences, enhancing brand visibility and client engagement.
  • Sun Labs Ag
    Co-Founder & Head Of Growth
    Sun Labs Ag Oct 2021 - Oct 2023
    Baar, Zug, Ch
    Built an 8-member team to develop white-label investments & investment platforms on and off-chain. Sun Labs incubated the current flagship Van Markl options trading strategies in-house until a sufficient track record was built for external capital raising.
  • Purdyalerts.Com
    Equity Options & Crypto Trader
    Purdyalerts.Com 2014 - 2021
    • OTC (2014) > Options (2015) > Crypto (2017)• Developed PurdyAlerts.com and "Purdy's Two Cents" to provide daily technical and fundamental insight on the digital asset and equity markets to a network of over 9,500 subscribers• Placed #1 in average percentage trade gain the past 30 days during April 2018 Profit.ly trading competition against 153,000 users (99% average ROI via naked equity options)• Placed #5 out of 4,800 competitors on WeBull Global's 8th week-long stock trading competition in March 2020 (22.06% vs SPY 3.44%)• Often quoted in the CoinDesk 'Market Wrap' feature• Building PineScript algorithms for Bitcoin & Ethereum
  • Tradecipher
    Lead Analyst
    Tradecipher Jun 2019 - Feb 2020
    New York, New York (Ny), Us
    • Responsible for the creation of trade analysis on BTC & various assets for Goldlight members• Produced content for the Tradecipher Community, a free group for crypto traders to share resources and trading signals• Create and lead Bitcoin Bootcamp, a month long course for novice and amateur traders • Assist content marketing in the creation of weekly non-member content
  • Blockterra Capital
    Interim Chief Investment Officer
    Blockterra Capital Jul 2018 - Sep 2018
    • Raised investment capital from professional athletes and high-net-worth individuals to trade within the digital asset sector• Worked on the BLOCK 30 Index White Paper in preparation of BLOCK 30 Labs launch of financial products• Established a framework for digital asset valuation utilizing both fundamental and technical variables
  • Maxim Group
    Registered Representative
    Maxim Group Mar 2016 - Oct 2017
    New York, Us
    • Generated venture capital from ultra-high net worth individuals for early-stage private companies in the biotechnology sector• FINRA Series 7 and 63
  • Dayton & Sydney Wealth Strategies Group
    Social Media And Digital Marketing Specialist
    Dayton & Sydney Wealth Strategies Group Jun 2015 - Aug 2015
    • Managed the integration and synchronization of Salesforce’s Database system across all user platforms to enhance the depth of new and current customer profiles• Utilized Hearsay and E-Relations software to increase social media interaction across various mediums such as LinkedIn
  • Axa
    Intern
    Axa Jun 2015 - Aug 2015
    Paris, Fr, Fr
    • Training in skills including efficient sales techniques, formal and informal elevator pitches, the fundamentals of AXA’s products, and the basics of life insurance policies• Enhanced the usability of Advisors LinkedIn profiles to improve client relations and enhance prospecting of new clients
  • Capital One
    Intern
    Capital One Mar 2013 - Jun 2013
    Mclean, Va, Us
    • Learned the fundamentals of investment banking, underwriting, wealth and asset management• Designed, implemented, and monitored customized financial plans using a broad range of asset classes to support the success of the client’s wealth management plan and decrease volatility• Evaluated corporations based on fundamental analysis of financial statements and macroeconomic factors

William Purdy Skills

Technical Analysis Social Media Marketing Microsoft Excel Trading Strategies Digital Asset Management Venture Capital Sales Finance Equity Trading Financial Analysis Due Diligence Social Media Marketing Cryptocurrency Financial Modeling Portfolio Management Equities Investment Banking Valuation Capital Markets Alternative Investments Hedge Funds Financial Services Securities Wealth Management Asset Allocation Financial Markets Derivatives Asset Management Trading Systems Cold Calling Bitcoin 63 Licenses Hold Series 7 Finra Cryptocurrency Trading Proprietary Trading Stock Market Fundamental Analysis Volatility Start Ups

William Purdy Education Details

  • Baruch College
    Baruch College
    Finance

Frequently Asked Questions about William Purdy

What company does William Purdy work for?

William Purdy works for Monarq Asset Management

What is William Purdy's role at the current company?

William Purdy's current role is Director of Business Development.

What is William Purdy's email address?

William Purdy's email address is wp****@****res.com

What is William Purdy's direct phone number?

William Purdy's direct phone number is +164629*****

What schools did William Purdy attend?

William Purdy attended Baruch College.

What are some of William Purdy's interests?

William Purdy has interest in Day Trading, Sneakers, Economic Empowerment, Education, Environment, Scuba Diving, Sailing, Science And Technology, Camping, Sports.

What skills is William Purdy known for?

William Purdy has skills like Technical Analysis, Social Media, Marketing, Microsoft Excel, Trading Strategies, Digital Asset Management, Venture Capital, Sales, Finance, Equity Trading, Financial Analysis, Due Diligence.

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