Joshua Kershner
Delray Beach,FL
Summary
Experienced professional with a strong background in finance, investment, and business development. Demonstrated success in financial and operations management, market surveillance, and risk management. Skilled in building and maintaining trade surveillance programs and analyzing data using various tools and methods. Proven track record in managing relationships with high-net-worth clients, institutions, and strategic partnerships. Results-driven with a passion for the cryptocurrency revolution and implementing effective strategies.
Overview
18
18
years of professional experience
Work History
Operations Manager
Oh Henrys
08.2017 - Current
- Launched and managed a small business specializing in custom furniture manufacturing, providing services from marketing and sales to custom builds, finishing, and delivery
- Developed and implemented pricing strategies, reducing expenses and increasing profitability
- Managed the company's finances, including budgeting, bookkeeping, and cash flow management
- Implemented accounting systems and procedures, streamlining the financial operations of the business and improving financial reporting
- Applied principles of financial management to improve operational efficiency, optimize resource allocation, and enhance the profitability of the business.
Fund Manager
Ascent Capital Management
07.2013 - 12.2021
- Established and managed relationships with Ultra High Net Worth clients and institutions, providing guidance on asset allocation, portfolio selection, and other wealth management strategies
- Created and executed risk management procedures, including a proprietary risk management bridge to oversee client assets
- Successfully raised over $35MM from institutional, corporate, and individual clients
- Developed an Introducing Broker (IB) program and white label program for other asset managers to raise AUM under their own brand
- Managed client assets under regulated entities and offered regulatory umbrella services to other money managers
- Pioneered partnerships with trading partners to create new funds for investors, managed trading for other institutions, and provided risk management and back-office solutions to calculate fees and commission splits for all partners and traders
- Implemented and maintained procedures to track 1,000+ individual client accounts monthly to collect trading fees (volume commissions, performance fees, AUM fees) and deliver reports
- Provided this service to other money managers, ensuring regulatory compliance and adherence to market surveillance requirements.
Business Development Manager
FX Rebates
04.2009 - 07.2013
- Cultivated strategic partnerships with over 25 major Forex brokers globally, registering FX Rebates as a trusted partner with each
- Created and implemented an introducing broker program to attract sales agents and expand business reach
- Set up a multi-lingual support system with region-specific representatives, catering to diverse clients across the globe and providing them with marketing materials and support
- Pioneered the development and delivery of an educational program (live trading room) for self-directed traders, enhancing their trading knowledge and capabilities
- Managed over 1,500 individual client accounts trading on FX Rebates' platform, while overseeing a team of 50+ sales agents operating in more than 25 countries.
Global Business Development Manager
FGS
05.2008 - 07.2013
- Cultivated relationships with top Forex brokers to offer our managed products, expanding our distribution network and increasing AUM
- Designed and implemented policies and procedures for onboarding Introducing Brokers (IBs), streamlining the process for adding new sales agents and expanding our reach to new markets
- Established new funds and raised over $10MM AUM for investment products offered, using my expertise in investment management and leveraging the relationships I established at FX Rebates
- Oversaw the onboarding of 200+ individual, corporate and institutional client accounts in over 25 countries, ensuring seamless account setup and management while maintaining regulatory compliance.
Director of Business Development
Leading Traders
10.2005 - 02.2009
- Created and managed a live trading room for self-directed traders, providing real-time access to professional traders and their trading strategies
- Established partnerships with educational providers to offer additional services to self-directed traders, enhancing their trading knowledge and capabilities
- Managed a sales team and was responsible for onboarding Introducing Brokers (IBs) and establishing partnerships for the educational program
- Developed and implemented marketing strategies to attract new traders and increase revenue
- Provided customer support to traders and customers to resolve any issues related to the trading platform or services offered
- Trained new sales agents and developed training materials to ensure consistent and effective onboarding of new clients
- Successfully grew the business and increased traders on the platform, while ensuring adherence to market surveillance and regulatory requirements.
Education
Business Administration
Kingsborough Community College of The City University of New York
Brooklyn, NY06.2003
Timeline
Operations Manager
Oh Henrys
08.2017 - Current
Fund Manager
Ascent Capital Management
07.2013 - 12.2021
Business Development Manager
FX Rebates
04.2009 - 07.2013
Global Business Development Manager
FGS
05.2008 - 07.2013
Director of Business Development
Leading Traders
10.2005 - 02.2009
Business Administration
Kingsborough Community College of The City University of New York