Fundraising FoxFind your path to Joel
31 people in our graph share verified history with Joel — schools, employers, funds. One of them is your warm intro.
David BloomunlockedJoel: together at Saranac Partners
×11Joel: together at Saranac Partners
About
Operations team member, previously at Shard Capital managing IPO transactions and settlements and at Dolfin Financial. Holds a BA in International Business from Leeds University.
Experience
- Saranac PartnersInvestment Operationscurrent2022 — present
- Cryptocurrency Wealth Management & Derivatives/Spot Tradingcurrent2017 — present
- Shard CapitalInvestment Operations Associate2021 — 2022London
- Dolfin GroupInvestment Operations Associate2017 — 2021Mayfair, London
- Worldwide CurrenciesFX Operations2015 — 2017London, United Kingdom
- Ahli United BankAnti Money Laundering Analyst2014London, United Kingdom
- Hamilton Court FX LLPInternship2014London, United Kingdom
- Inchcape Shipping ServicesSummer Intern2013London, United Kingdom
- Datapact (London) LimitedMarketing + Customer Services2013London, United Kingdom
- Happy Puzzle CompanyStockroom Assistant2012Borehamwood
- BNY Mellon - American Depository Receipts / Global MarketsInternship2012London, United Kingdom
- Home Retail Group PLCSales Assitant2008 — 2011
- BNY Mellon - Client TechnologyInternship2010London, United Kingdom
- Gift CharityVolunteer2010London, United Kingdom
Skills & more
Microsoft OfficeTime ManagementManagementPowerPointMicrosoft ExcelTeamworkCustomer ServiceFX TradingOperationsForeign CurrencyCurrency ExchangeTrading
+7 more
Data AnalysisForeign Exchange (FX) TradingTrading OperationsFront Office SupportFinanceInvestmentsBankingLanguages English · Hebrew
From Joel's professional profile.
Colleagues at Saranac Partners
Adele Jones
Head of HR at Saranac Partners
Akshar Patel
Client Services at Saranac Partners
Allan Clayton
Operations at Saranac Partners
Benedicte Perrier-Dordain
Client Advisor at Saranac Partners
Boris Belsky
OCIO Advisor at Saranac Partners
Brent Seery
Co-Chief Executive at Saranac Partners
Cassylda Augusto Rodrigues
Client Services at Saranac Partners
Catherine Burr
Client Advisor at Saranac Partners
Frequently asked questions
- Who is Joel Heilpern?
- Operations team member, previously at Shard Capital managing IPO transactions and settlements and at Dolfin Financial. Holds a BA in International Business from Leeds University.
- Where does Joel Heilpern work?
- Joel Heilpern is Operations at Saranac Partners.
- Where did Joel Heilpern go to school?
- Joel Heilpern studied at Leeds Beckett University (Bachelor's Degree, International Business); JFS.
Same school
Also attended Leeds Beckett University28
Ed BrodieHead of Product at 1kxHayden YoungMarketing Director at SET VenturesDan BulteelMarketing executive for companies such as WPP, adidas, TikTok/ByteDance, & Build A Rocket Boy at XRCConnor MurphyInvestment Associate at Mercia VenturesMaliha MooneyExecutive Assistant at Augmentum FintechSven HentschelCFO at coparion
+ 22 more
Shared employers
Also worked at Worldwide Currencies1
Also worked at Hamilton Court FX LLP2
Also worked at Inchcape Shipping Services3
Also worked at BNY Mellon - American Depository Receipts / Global Markets118
Haley DonahaySenior Tax Associate at GroveStreetAnthony CruzVenture Partner at IronGate Capital AdvisorsJohn NylenChief Revenue Officer at Asymmetric Capital PartnersEjazz GaznaviFinance & Operations Manager at TNBAuraRakefet Russak AminoachManaging Partner at Team8Steve LapinController at Alpha Edison
+ 112 more