ALEC B. LEVINE
South Orange,NJ
Summary
Equity Derivative/Event Driven Specialist. 29 Years of experience in trading and sales. Vast network of customers and contacts. Core expertise in structuring derivative solutions for buy-side customers in event driven and long/short disciplines.
Overview
30
30
years of professional experience
Work History
Executive Director Derivatives/Event Driven
Roth - MKM Inc
01.2019 - Current
- Provide buy-side clientele with differentiated idea generated strategies, sourcing liquidity within an agency execution structure
- Strategies include, but are not limited to: Risk Arbitrage/Event Driven Long/Short equity, Volatility Arbitrage, Call/Put Write Strategies, and Delta-Arbitrage
- Relationships within core clientele have been cultivated over career
- Often collaborate directly with the deploying Portfolio Manager regarding investment strategy and implementation
Executive Director
Raymond James Financial Services, Inc
07.2014 - 12.2018
- Provided buy-side clientele with differentiated idea generated strategies across multiple investment styles and disciplines
- Strategies include, but are not limited to: volatility arbitrage, risk arb/event driven, long/short equity, call/put write strategies, and delta-1 arbitrage
Director Equity Sales and Structuring
Newedge USA LLC
06.2011 - 01.2014
- Provided buy-side clientele with differentiated idea generated strategies across multiple investment styles and disciplines
Managing Director Derivatives/Risk Arbitrage
WallachBeth LLC
10.2009 - 05.2011
- Provided buy-side clientele with differentiated idea generated strategies across multiple investment styles and disciplines
- Extensive experience in equity options pricing and trading, specializing in option volatility arbitrage
Partner
Onpoint Executions LLC
10.2003 - 04.2005
- Developed the first authorized 'direct access' option trading platform on the
Founder
American Stock Exchange, ABL Trading LLC
01.1996 - 07.2003
Founder, market-maker on floor of the American Stock Exchange. Risked personal and partner capital making option markets using large amounts of leverage.
Market Maker
Timber Hill Inc
07.1994 - 12.1995
Education
BA - economics and political science
Bucknell University
1994
Skills
- Highly proficient in: Excel, Optionvue, Bloomberg,
- Leadership and People Development
- Sales Growth
- Industry Expertise
- Client Service
- Driving Revenue
- People and Culture
- Business Planning
- Strategic Direction
- Team Leadership
- Adaptable and Flexible
Timeline
Executive Director Derivatives/Event Driven
Roth - MKM Inc
01.2019 - Current
Executive Director
Raymond James Financial Services, Inc
07.2014 - 12.2018
Director Equity Sales and Structuring
Newedge USA LLC
06.2011 - 01.2014
Managing Director Derivatives/Risk Arbitrage
WallachBeth LLC
10.2009 - 05.2011
Partner
Onpoint Executions LLC
10.2003 - 04.2005
Founder
American Stock Exchange, ABL Trading LLC
01.1996 - 07.2003
Market Maker
Timber Hill Inc
07.1994 - 12.1995
BA - economics and political science
Bucknell University