Adviser and Investor @ MonetaGo (June 2017 - Present)
Member of the Advisory Board @ Sand Hill East LLP (January 2013 - Present)
Advisor and Investor @ (August 2015 - Present)
Advisor and Investor @ (January 2014 - Present)
Independent Board Member @ (February 2026 - August 2026)
Investor and Advisor @ (January 2015 - March 2026)
Investor and Advisor @ (January 2014 - March 2026)
Investor and Advisor @ Pivit / BEN (Binary Event Network) (January 2014 - March 2026)
Advisor and Investor @ (June 2013 - March 2026)
Fractional CFO @ (April 2024 - July 2025)
Fractional CFO @ (February 2024 - May 2025)
Investor and Advisor @ (January 2015 - January 2025)
Interim Chief Financial Officer @ (February 2023 - May 2023)
Investor and Advisor @ (January 2015 - March 2023)
Advisor and Investor @ Revolution Credit (June 2014 - March 2023)
Advisor @ (January 2014 - March 2023)
Advisor and Investor @ (January 2014 - March 2023)
Chief Financial Officer @ (January 2022 - June 2022)
Fractional CFO @ (May 2019 - April 2020)
Interim CFO @ (November 2016 - March 2017)
Advisor and Interim CFO @ (March 2016 - May 2016)
Board member and investor @ (January 2013 - May 2015)
Equity Portfolio Manager @ Frontier Tech Fund (June 2011 - August 2012)
Equity Portfolio Manager and Analyst @ (January 2010 - May 2011)
Investor @ (January 2009 - January 2011)
Technology Analyst @ (June 2009 - January 2010)
Technology Portfolio Manager and Analyst @ (February 2003 - May 2009)
Associate, Equity Research Sales @ (January 2001 - January 2003)
Analyst @ (January 1998 - January 2001)
Josh Burwick Education
Lehigh University
B.S (Finance)
1993-1998
Josh Burwick Skills
Managerial Finance
Strategic Planning
Financial Reporting
Financial Accounting
Hedge Funds
High Yield
Equity Research
Alternative Investments
Equity Valuation
Equities
Asset Allocation
Bloomberg
Fixed Income
Portfolio Management
Investment Strategies
Asset Managment
Trading
Series 7
Derivatives
Investments
Business Development
Mutual Funds
Equity Derivatives
Capital Markets
Asset Management
Financial Markets
Options
Valuation
Venture Capital
M
Corporate Development
Financial Modeling
Private Equity
Strategy
Investment Banking
Management
Mergers & Acquisitions
Corporate Finance
Start-ups
Business Strategy
Due Diligence
Strategic Partnerships
Financial Analysis
Early-stage Startups
Entrepreneurship
Finance
Funding
Start Ups
Mergers and Acquisitions
Fund Management
Early Stage Startups
Advisory
Microsoft Office
Technology
Marketing
Palo Alto Networks
Project Management
Sand
Josh Burwick Summary
Josh Burwick, based in Fairfield, CT, US, is currently a Fractional Chief Financial Officer at Merkle Science. Josh Burwick brings experience from previous roles at Mobot, SnapTrade, LUDEX and Daloopa. Josh Burwick holds a 1993 - 1998 B.S in Finance @ Lehigh University. With a robust skill set that includes Managerial Finance, Strategic Planning, Financial Reporting, Financial Accounting, Hedge Funds and more. Josh Burwick has 3 emails and 3 mobile phone numbers on RocketReach.
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