Joshua S. Lev

Joshua S. Lev, Director of Business Development, joined Wellfleet Partners in mid 2011 to focus on business development, M&A and institutional client relations.  He also has responsibilities in conducting due diligence, financings, 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 holds a 6 and 63 Securities License.

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.