Elevation Securities is a financial services company specializing in mortgages, equities, derivatives and treasuries services.

Finance

Elevation Securities

Elevation Securities' headquarters in Charlotte, NC, United States

The Jupiter office likely focuses on financial services, specializing in trading and branch management operations.

Jupiter

Pat Sheehan

Paddy Sheehan

Katherine Williams Ambrose

Will K

Kelsey Peterson

Iven H.

Jennifer Padovani

The Finance and Investment team at Elevation Securities focuses on strategic financial analysis, investment management, and risk assessment across various asset classes, including mortgages, equities, derivatives, and treasuries. They collaborate to identify lucrative investment opportunities, optimize capital allocation, and drive the company’s financial growth, ensuring a robust portfolio for clients and stakeholders.

Finance and Investment

This department oversees the overall strategic direction and operational management of the organization.

Executive Leadership

The Leadership Team at Elevation Securities is responsible for setting the strategic direction and vision of the company, overseeing operations, and driving growth across all financial services segments, including mortgages, equities, derivatives, and treasuries. Comprised of top executives, this team focuses on enhancing client relationships, developing innovative products, and ensuring compliance with industry regulations to maintain Elevation Securities’ competitive edge in the financial market.

Leadership Team

The Sales and Trading team at Elevation Securities is responsible for executing trades and managing relationships with clients for various financial products, including mortgages, equities, and derivatives. This team analyzes market trends to provide strategic advice, facilitates transactions to optimize investor portfolios, and ensures timely and efficient trade execution, driving revenue growth for the firm.

Sales and Trading

This department focuses on trading equities and conducting research to inform investment strategies.

Equity Trading and Research

This department focuses on analyzing and researching event-driven investment strategies.

Elevation Securities

Org chart

Board & advisors

Teams

Finance and Investment

Executive Leadership

Leadership Team

Sales and Trading

Equity Trading and Research

Event-Driven Analysis

Offices

Elevation Securities

Org chart

Board & advisors

Teams

Finance and Investment

Executive Leadership

Leadership Team

Sales and Trading

Equity Trading and Research

Event-Driven Analysis

Offices

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