Co-founded FolioDynamix, sold to Actua in 2014
15+ yrs of FinTech , FinServ & wealth management experience, including Northern Trust, Citigroup, & Fiserv
MBA, Duke University, Fuqua School of Business,
BS in Finance, University of Illinois
Founded Magnetism Studios, created over 20 apps
Founder & CEO of Spontaneously, Inc.
Worked for Apple, Airbnb & IAC
10+ yrs of software product design focused on consumer applications
BA, Massachusetts College of Art & Design
Lead Principal Consulting Engineer at Sungard
IT Strategy & Cloud Director at Paladyne
CTO at Ardsely Partners
18 yrs of FinTech & FinServ experience
BA, Business Management, Pace University
Co-founded Jetlun and Asoka.
15+ years in Consumer Electronics, Internet-of-Things, Smart Cities, and Energy Management experience.
Holds four patents.
BA, San Francisco State University.
10 years of retirement industry experience including J.P. Morgan Asset Management and Empower Retirement
Holds Series 7 and 66 Licenses
BS, Business Administration, UC Berkeley, Haas School of Business
7+ years of FinTech & FinServ Experience
DOL strategic consulting at PwC
MBA, Columbia Business School
BS & BSBA, Villanova University
6+ years of FinTech & FinServe Experience
Compliance Officer at New Mountain Capital
BS, Finance & Economics, WPU
15+ years of FinTech & FinServ experience as a full stack engineer & manager
Full stack engineer
Attended Dartmouth & UMASS, Amherst
12+ years of FinTech experience
FinTech developer for Merrill Lynch, Citigroup, Goldman Sachs & Security Scorecard
MS, Technology Management, Columbia University. BS, Computer Science & Economics, State University of New York, Stony Brook
B.S., Brooklyn College
Background in Cancer and Stem Cell Research
Consultant at FIS (Sungard), Trader WTS Proprietary
B.A. Computer Science, Rutgers
MBA & JD, Emory University
Admitted to Bar in GA
Holds Series 65 Licences
18+ years legal and regulatory experience.
Lobbied Congress directly related to DOL Fiduciary Rule.
In House career spent at UBS, Citigroup and Columbia - Threadneedle. Multiple CCO roles.
Admitted to bar in NY and CT. BS Northeastern University.
JD St. John's University School of Law.
20 years experience in the Retirement Services industry.
Notable senior executive and business development positions with 3D Asset Mgmt, Aspire Financial Srvs, NRP (now LPL), JPMorgan Asset Mgmt & Morgan Stanley. Industry contributions: Industry speaking engagements, published articles, industry expert and key contact for retirement advisors