James Wangsness Email & Phone Number
Consultant (dba Leapfrog Partners)
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James Wangsness Location
- New York, NY, US
James Wangsness Work
- 2023 -now Consultant (dba Leapfrog Partners) @ Confidential-Global Asset Managers., Banks, PEs and Hedge Funds
- 2019 -now Chief Financial Officer and Co-Owner @ Carisa Mahnken Design Group LLC
- 2022 -2023 Accelerator Mentor and Board Advisor @
- 2018 -2019 President @ TMC Bonds LLC (Intercontinental Exchange subsidiary)
- 2006 -2018 President (COO) and Board Executive @ TMC Bonds LLC (Bank of America, Citi, Morgan Stanley, and Assured Guaranty conso
- 2002 -2006 Senior Vice President @ TD Ameritrade Institutional (Independent RIA & Broker/Dealer Custody)
- 2000 -2001 CEO and Board Executive @ PortfolioScope, Inc. (Spencer Trask Ventures portfolio company)
- now CEO (COO, Global Sales Director) and Board Executive @ Inventure Group Ltd./Fenics Software (3i Group plc, TCVC & Tudor Investment Corp
- now Partner and Co-Head Institutional Division @
- now Vice President (Sales and Relationship Mgt.) @ J.P. Morgan (Securities Services-Global Custody)
- now Financial Analyst @
James Wangsness Education
- Columbia University - Columbia Business School
Master of Business Administration (MBA) (International Finance & Business Law)
1990-1992 - Columbia College, Columbia University
Bachelor of Arts - BA (Economics)
1980-1984 - Middlebury Institute of International Studies at Monterey
Foreign Language Certificate (Intensive Spanish language immersion)
1981-1981
James Wangsness Skills
- Series 24
- Fixed Income Trading
- Series 7
- Electronic Trading
- Fixed Income
- Series 53
- Series 65
- Series 63
- Equities & Derivatives Trading
- Market Data
- Back Office
- Wealth Management Services
- Trading
- Bonds
- Proprietary Trading
- FX Options
- Securities
- Trading Strategies
- Investor Relations
- Private Equity
- Hedge Funds
- Business Development
- Business Analysis
- Microsoft Office
- Equities And Derivatives Trading
- Management
- Business Strategy
- Marketing Strategy
James Wangsness Summary
- James Wangsness, based in New York, NY, US, is currently a Consultant (dba Leapfrog Partners) at Confidential-Global Asset Managers., Banks, PEs and Hedge Funds. James Wangsness brings experience from previous roles at Carisa Mahnken Design Group LLC, Newchip Accelerator, TMC Bonds LLC (Intercontinental Exchange subsidiary) and TMC Bonds LLC (Bank of America, Citi, Morgan Stanley, and Assured Guaranty conso. James Wangsness holds a 1990 - 1992 Master of Business Administration (MBA) in International Finance & Business Law @ Columbia University - Columbia Business School. With a robust skill set that includes Series 24, Fixed Income Trading, Series 7, Electronic Trading, Fixed Income and more.
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