26+ years investing in and building financial services companies; former CEO at PENSCO (acq. NASDAQ: OPB), Totality (acq. NYSE: VZ) and NOVO (acq. EPA:PUB)..
24+ years leading operations; former Head of Tech Capital Markets at NYSE, Head of Internet and Digital Media Investment Banking at Cowen and Piper Jaffray, and Navy SEAL Officer.
35+ years in financial business strategy and operations; former COO PENSCO Trust Company, CFO Stanford Management Company, Group CFO Charles Schwab, additional roles Goldman Sachs, Barclays Global Investors.
20 years scaling tech in the secondary markets space; former President of SharesPost Financial Corp., additional roles Silver Lake Waterman, New Evolution Ventures, Jefferies & Co. and Merrill Lynch.
30+ years running legal, regulatory and government affairs; former General Counsel and Corporate Secretary for Intercontinental Exchange (NYSE: ICE), a $45 billion NYSE-listed exchange group with domestic and international operations. Additional roles include Partner at McKenna Long & Aldridge LLP law firm where he specialized in mergers and acquisitions.
29+ years creating customer and enterprise value & building successful brands through marketing; former CMO at Freedom Financial Network and ShopRunner, additional leadership roles at Microsoft, Helix and Esurance.
18+ years creating and executing innovative fintech technology strategy; former Head of Technology, Edge Systems, at Intercontinental Exchange, and Managing Director of IT at the New York Stock Exchange managing international teams.