Bio

Joshua S. Lev, Director of Business Development, joined WP in mid 2011 to focus on business development, strategic portfolio opportunities and institutional client relations. He also has responsibilities in conducting due diligence, and offering advisory services for perspective portfolio companies. Prior to joining Wellfleet, Mr. Lev worked at HSBC for over 4 years in a variety of roles within Personal Financial Services. He joined the bank as a Retail Management Trainee, completed the Group Graduate Development Program in England, and served as a Business Analyst and Planning & Analysis Manager. Most recently, Mr. Lev was AVP of Product and Pricing Strategy for the Retail Bank. Mr. Lev is a former registered representative having previously held Series 6, 7, 79, 63, and 24 Securities licenses. Mr. Lev graduated from the Sy Syms School of Business at Yeshiva University with a BS in Business & Management and a minor concentration in International Business. Mr. Lev also holds an Associate Degree in Religious Studies and is involved in various non-profit organizations.