Executive Management

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.

22+ years building technology to enable growth; former CTO of SharesPost, VP of Application Architecture and R&D at Charles Schwab, tech lead at Yola.com and Ebates.

13+ years in corporate law with unique transactional and structuring experience in the pre-IPO market; former corp. attorney at Mintz Levin, Skadden Arps, and others.

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.

19+ years in capital markets and creating disruption in fintech; former co-founder and Chief Strategy Officer of EquityZen, Entrepreneur in Residence at Citi Ventures, securities attorney, and bond trader; TechCrunch Contributor.

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.

20+ years in corporate development and mergers and acquisitions; former Vice President of Corporate Development at Allscripts with leadership positions at McKesson, Blue Shield of CA and Genentech.

30+ years of market expertise in asset management and investing; former President of PENSCO Trust Company with leadership positions at Franklin Templeton, BNY Mellon and Financial Engines.

25+ years in enterprise software sales and operations; former founding executive team member and CCO at FinancialForce; additional senior leadership roles at Algolia, SmartRecruiters and Oracle

24+ years in fintech HR leadership; former Head of Human Resources for Conifer Securities, PENSCO and mFoundry, Inc.

20+ years executive and corporate communications at leading tech companies; former SVP Corporate & Executive Comms at Hotwire Global, former business journalist for San Francisco Business Times, Silicon Valley Business Journal and others.

30+ years investing in and building financial technology companies; former CEO and Board Chair at Harvest Savings & Wealth Technologies (acq. NYSE: ENV), Managing Partner at Operative Capital, CEO and co-founder mFoundry (acq. NYSE: FIS).

10+ years building go-to-market strategy for enterprise brands, leading growth teams across acquisition channels; former CRM, Paid Media, Analytics leader at Media.Monks (MightyHive acq. by LON:SFOR), fund of funds manager at Cintrifuse, board member at Venture for America.