BENJAMIN LEVITAN
Syosset
Summary
Independent trader and financial analyst with experience in derivative trading and strategic financial modeling. In my career, I have had success leveraging data analysis and market research to drive profitability and enhance user experience with technical products.
Overview
4
4
years of professional experience
Work History
Financial Analyst
Tappdin
Fort Lauderdale
04.2025 - Current
- At Tappdin, I played a pivotal role in driving product and business development initiatives as a Financial Advisor.
- I collaborated closely with the team to create financial projections and growth models, which were essential for strategic funding decisions.
- My contributions to product testing and feature feedback significantly enhanced user experience, while my involvement in roadmap planning helped shape the direction of our offerings.
Options and Futures Trader
Independent
Syosset
07.2024 - Current
- Executed data-driven equity and options trades, analyzing market structures and macroeconomic trends to spot short-term opportunities that boosted profitability.
- Enhanced trading strategies through rigorous quantitative backtesting and performance reviews, leading to improved consistency and lower risk.
Co-Founder
Chirp Vet Mentors
Syosset
12.2022 - 05.2024
- I co-founded Chirp Vet Mentors, alongside my mother, in 2022.
- Co-led pioneering app-based startup to deliver innovative peer-to-peer mentorship solutions for veterinarians.
- Executed strategic market research campaigns, detecting key trends and opportunities to inform product development and shape effective market strategies.
- Devised and implemented app's strategic vision, meeting market needs and optimizing user engagement based on feedback by collaborating with co-founders, developers, and stakeholders.
Investment Sales Associate
Club Capital LLC
New York
12.2021 - 09.2021
- Proactively identified 10+ high-potential investment opportunities through in-depth market research, effective networking, and strategic cold calling, contributing to a robust portfolio expansion.
- Cultivated strong relationships with 50+ property owners and brokers, generating many leads.
Education
Bachelor's degree - Management Strategy and Entrepreneurship
Leeds School of Business, University of Colorado Boulder
Boulder, CO05.2020
High school diploma -
Portledge School
Locust Valley, NY06.2016
Skills
- Forecasting
- Microsoft Excel
- Time management
- Microsoft Office
- Leadership
- Financial modeling
- Financial analysis
- Strategic planning
- Analysis skills
- Financial management
- Budgeting
- Communication skills
- Organizational skills
- Risk Management
- Technical Analysis
- Options Trading
- Futures Trading
- Data Analysis (Excel)
- Statistical Analysis
Activities
- Member of CU Club Hockey Team (2016-2018)
- Avid Golfer (6.8 HCP), Snowboarder, and Hockey Player
- Musician: Guitar and Saxophone
- Avid Chess Player
Timeline
Financial Analyst
Tappdin
04.2025 - Current
Options and Futures Trader
Independent
07.2024 - Current
Co-Founder
Chirp Vet Mentors
12.2022 - 05.2024
Investment Sales Associate
Club Capital LLC
12.2021 - 09.2021
Bachelor's degree - Management Strategy and Entrepreneurship
Leeds School of Business, University of Colorado Boulder
High school diploma -
Portledge School