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Wait! A Note on Registration:
We’ve launched Cvent—our new events platform!
Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
I don’t have a CFA Institute account
- No problem! You’ll have the chance to create one prior to registration.
I already have a CFA Institute account
- Great! Be sure to use your existing credentials at registration.
At Concertiv, Josh oversees firmwide operations, business processes development and execution, and customer accounts management. Josh led the development of Concertiv’s Market Data business and co-manages the Market Data vertical by advising customers on product use cases, best practices for product deployment, and vendor management. He has negotiated hundreds of contracts on behalf of Concertiv’s customers.
Josh also provides plays a key role in business development, including customer acquisition, new product development, and strategic partnerships. Josh also has leadership responsibilities for recruiting and retaining talent.
Prior to joining Concertiv in 2015, Josh worked in Investment Banking at Credit Suisse and managed finance & operations at F Sharp, a New York-based advertising technology business.
He graduated from Princeton University with a B.A. in Politics and International Relations.
