William Purdy Email & Phone Number

New York, Ny, Us

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.

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.

• 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

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

• 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

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

• 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

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

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