Kyle Levy, CFA

Energizer
DISC Type : I

Risk Developer at Verition Fund Management LLC

New York, New York, United States

Overview

Kyle is a quantitative risk developer at Verition Fund Management with experience in credit trading technology at JPMorgan and digital asset risk at Anchorage Digital. A CFA Charterholder, he holds a Bachelor of Science from McGill University and is skilled in real-time risk and PNL development.

Outside of his professional work, Kyle has a keen interest in space exploration and major technology companies like NASA and Google. His background includes a strong connection to baseball, having been recognized for his character and conduct on the field.

He was awarded the Senior League Sportsmanship Scholarship, recognizing him as the player who best displayed sportsmanship.

Personality Overview

Imaginative

Full Of Energy

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Quantitative Risk
His career is centered on quantitative and real-time risk development, with roles at Verition Fund Management, Anchorage Digital, and JPMorgan's credit trading division.
Digital Asset Risk
As a member of the risk team at Anchorage Digital, he gained direct experience in the institutional digital asset and crypto banking space.
Fintech Development
His background as a software engineer at JPMorgan involved developing in both Python for real-time risk and Java for wealth management technology.

Media Appearances

Kyle has no verified media appearances

Work History

6-2023
Risk Developer at Verition Fund Management LLC
10-2021 - 6-2023
Member of Risk Team, Quantitative at Anchorage Digital
2-2021 - 10-2021
Associate Software Engineer at JPMorgan Chase & Co.
8-2019 - 2-2021
Software Engineer II at JPMorgan Chase & Co.
7-2018 - 8-2019
Software Engineer I at JPMorgan Chase & Co.

Education

2014 - 2018
Bachelor of Science (B.Sc.) from McGill University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : N/A Designation : Risk Developer at Verition Fund Management LLC
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Kyle

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Kyle take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Kyle

Personality Compatibility


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