Experience

Fractionally

• United States
• Internet Marketplace Platforms
• 1 - 100 Employee

• Co-Founder, CXO

  • Sep 2022 - Present

  United States A global marketplace of Fractional CXOs and Capital. On and Off Blockchain. Find out more here: https://www.fractionally.co/ Established during the pandemic as a Venture Studio under the Proxy CEO brand, we are scaling our early success now as a Talent Marketplace for CXOs and Fractional Capital solutions. On and Off Blockchain. Our Venture Studio is still active and thriving: https://www.proxyceo.com/



Agrodity Corp

• Fractional COO

  • Sep 2023 - Present

  United States Harnessing the transformative power of Blockchain, FinTech, and AgTech, my role is pivotal in facilitating more transparent, efficient, and secure transactions for commodities buyers and sellers.



BAT VC

• United States
• Venture Capital and Private Equity Principals

• Venture Partner

  • Jan 2023 - Present

  New York City Metropolitan Area Partnering with entrepreneurs to build and scale ventures in FinTech, Healthcare, and Web3. $2.3mm deployed from Fund 1



Savechain

• United States
• Financial Services
• 1 - 100 Employee

• Investor

  • Jan 2023 - Present

  San Francisco Bay Area Bank Accounts on Web 3



Unchained Music

• United States
• Musicians
• 1 - 100 Employee

• Investor

  • Mar 2023 - Present

  A platform for independent artists to produce and distribute music enabled by Web3. Distribute your music to Spotify, Apple Music, Amazon & 220+ streaming platforms. For Free. Join our community of music producers, artists, indie labels and industry vets, working together to empower independent music >> https://www.unchainedmusic.io/ > Distribute to 220+ stores worldwide > Keep 100% of your royalties > Free plan available forever



Carret

• India
• Financial Services
• 1 - 100 Employee

• Investor and Ambassador

  • Jan 2023 - Present

  Singapore Carret is offering access to DeFi products in India and quickly expanding to SEA and MENA. With an exceptional entrepreneurial team (IIT, IIM), and their fixed income products yielding up to 17%, they are well poised to become the "Coinbase" of India. New institutional money managers can now get access to their fixed income products as embed them into their portfolios. The venture is post-revenue and funding.



Conscience VC

• United States
• Venture Capital and Private Equity Principals
• 700 & Above Employee

• Venture Partner

  • Jan 2022 - Present

  Conscience is an early-stage fund pioneering the intersection of consumer and science. We invest into pre-seed and seed stage consumer start-ups embracing technical defensibility.



Investopedia

• United States
• Internet Publishing
• 1 - 100 Employee

• Financial Review Board

  • Nov 2021 - Present



Columbia Business School

• United States
• Higher Education
• 700 & Above Employee

• Blockchain Instructor, Program Leader

  • Aug 2022 - Present

  New York, United States Facilitating a course for 75+ executives on Blockchain in Business: Beyond The Hype https://execed.business.columbia.edu/programs/bbo?i=a0H3p00000ttem1EAA



The Wharton School

• United States
• Higher Education
• 700 & Above Employee

• Technology Acceleration Program Leader

  • Dec 2021 - Present

  Pennsylvania, United States Wharton’s Technology Acceleration Program offers a dynamic introduction to emerging technologies, such as machine learning (ML) and artificial intelligence (AI) and Blockchain to explore their implications for various industries.

• FinTech Program Leader

  • Apr 2021 - Present

  Pennsylvania, United States Continuing to fulfill my mission to democratize access to financial services through technology development and education. It's great to be able to give back to my Alma Mater and help The Wharton School and its Continuing Education Programs differentiate themselves in the new world of Finance. My focus is on FinTech, Blockchain and Crypto related courses.



The Balance

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Financial Review Board

  • Feb 2022 - Present

  Worldwide Master every aspect of your financial life with expert advice and how-to guides on topics ranging from investing and debt management to finding a new job. The Balance is an American website focused on simplifying personal finance topics and news. Headquartered in New York City, The Balance is part of the Dotdash family of websites. The Balance currently reaches 19 million unique viewers in the US each month.



FinTech School

• United States
• E-Learning Providers
• 1 - 100 Employee

• CEO

  • Apr 2018 - Present

  San Francisco Bay Area FinTech School was one of the first providers of FinTech, Blockchain, and Crypto online courses. As a Founder and CEO, I've grown this enterprise from idea to revenue and funding. Starting with $325 in '16, we grew to a $25mm+ in valuation in YE 2019. Having survived and flourished throughout the pandemic, FinTech School is scaling its growth worldwide. We've serviced some of the top financial institutions in the world including the International Finance Corporation… Show more FinTech School was one of the first providers of FinTech, Blockchain, and Crypto online courses. As a Founder and CEO, I've grown this enterprise from idea to revenue and funding. Starting with $325 in '16, we grew to a $25mm+ in valuation in YE 2019. Having survived and flourished throughout the pandemic, FinTech School is scaling its growth worldwide. We've serviced some of the top financial institutions in the world including the International Finance Corporation, Development Bank of Singapore, BlackRock, CalStrs, Standard Chartered Bank, Kuwait Finance House, Huatai Securities, China's Everbright Group, China Southern Asset Management, and many more. We've also worked with top regulators and central banks worldwide such as the Central Banks of Egypt and Jordan; The Hong Kong Monetary Authority and most of China's top regulators (SAC, IAC, AMAC, CFA) as well as two governments (Bermuda and Malaysia). We're equally proud to have partnered with major distributors of our content including Moody's Analytics, IBM, Tata Consulting Services, GO1, and many other online distributors and professional associations. Having trained over 30,000 students online and partnered with top universities worldwide (Wharton, MIT, Cornell, and Columbia to name a few), we're proud to continue to contribute toward the democratization of financial services through technology and education. Join us member club at #blockchainhub >> https://www.linkedin.com/groups/14096771/

• Central Bank Digital Currency (CBDC) EIR

  • Nov 2021 - Sep 2022

  Working on an exciting project exploring the impact that Central Bank Digital Currency (CBDC) rollouts can have on a large conglomerate and multi-national company.



Proxy CEO

• United States
• Business Consulting and Services

• Managing Partner

  • Jun 2020 - Present

  San Francisco Bay Area Proxy CEO - we quit our jobs so you don't have to. We are a Fractional Services For Startups firm that partners with part-time entrepreneurs to get from idea to revenue and funding. Our collective experience includes collaboration with 100+ startups that raised over $2Bn and forged strategic partnerships in six continents. As a Co-Founder, I've helped two grow this enterprise from idea to revenue and funding. We reached $30K in MRR without external funding and helped clients in… Show more Proxy CEO - we quit our jobs so you don't have to. We are a Fractional Services For Startups firm that partners with part-time entrepreneurs to get from idea to revenue and funding. Our collective experience includes collaboration with 100+ startups that raised over $2Bn and forged strategic partnerships in six continents. As a Co-Founder, I've helped two grow this enterprise from idea to revenue and funding. We reached $30K in MRR without external funding and helped clients in 10 industries, 8 countries, and build a team of 20 CXOs that operate as a venture studio to help startups and corporate innovation projects off the ground. Web: https://www.proxyceo.com/ E-mail: info@proxyceo.com Show less



Moody's Analytics

• United States
• Financial Services
• 700 & Above Employee

• Independent FinTech Consultant

  • Jun 2016 - Present

  San Francisco, California, United States * Collaborated with Moody's team to bring new solutions that increased revenue by $5mm+ * Developed content in the form of outlines, sales presentations, proposals and training programs * Delivered multi-day training programs in China, Middle East and USA * Worked closely with clients of Moody's to customize training solutions



TokFunds

• United States
• Financial Services

• Blockchain Strategist

  • Nov 2021 - Present

  United States



FinTech Book DAO

• Book and Periodical Publishing

• DAO Contributor

  • Sep 2021 - Present

  Worldwide A Decentralized FinTech Content Ecosystem Owned By Its Members & Token Holders.



Synapse

• United States
• Financial Services
• 100 - 200 Employee

• FinTech Evangelist

  • Mar 2023 - Aug 2023

  Latin America Synapse is the largest Banking as a Service platform in the world. https://synapsefi.com/ * Over $76Bn in transactions per year * 18 mm end users * Several US Partner Banks to integrate via APIs * Built-in Compliance (KYC, AML, CFT) * 35+ Countries Supported & Banked Why Synapse? * Speed To Market (weeks, not months) * Deposit & Credit Products (plug and play) * Branded Debit and Credit Cards * US Bank Accounts (checking and savings) * Most… Show more Synapse is the largest Banking as a Service platform in the world. https://synapsefi.com/ * Over $76Bn in transactions per year * 18 mm end users * Several US Partner Banks to integrate via APIs * Built-in Compliance (KYC, AML, CFT) * 35+ Countries Supported & Banked Why Synapse? * Speed To Market (weeks, not months) * Deposit & Credit Products (plug and play) * Branded Debit and Credit Cards * US Bank Accounts (checking and savings) * Most Comprehensive BaaS in the market * Largest Platform = Proven Scalability / Reliability Show less



NurseBee

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Co-Founder & CXO

  • Jan 2023 - Jun 2023

  Texas, United States Medical staff shortages ranked as the #1 concern for healthcare executives in 2021. By 2027, the healthcare industry in the US will be 3mm workers short. Intelycare, Nomad Health, Snap Nurse, and others have validated the need for new products and services with $100mm+ rounds. NurseBee is uniquely leveraging AI and Blockchain to connect facilities and clinicians at scale. Learn more at https://nursebee.com/



24/7 Medstaff

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Entrepreneur In Residence (EIR)

  • Jul 2022 - Jan 2023

  Remote Medical staff shortages ranked as the #1 concern for healthcare executives in 2021. By 2027, the healthcare industry in the US will be 3mm workers short. Intelycare, Nomad Health, Snap Nurse, and others have validated the need for new products and services with $100mm+ rounds. 24/7 MedStaff is uniquely leveraging AI and Blockchain to connect facilities and clinicians at scale.



Solid

• United States
• Financial Services
• 1 - 100 Employee

• FinTech Evangelist

  • Jan 2022 - Sep 2022

  San Francisco Bay Area FinTech as a Service (FaaS) and Banking as a Service (BaaS) provider of embeddable finance solutions to major US brands. Solid (previously Wise) raised $80.7mm. Post-Series B. This is my second tour with them and glad to rejoin forces. Helped to build a pipeline of $12mm+ in qualified leads which increased ARR by $1mm+ in 6 months



Cornell University

• United States
• Higher Education
• 700 & Above Employee

• eCornell Course Facilitator (FinTech + Blockchain + Cryptocurrency + Engineering + MBA Courses)

  • Sep 2019 - Aug 2022

  Ithaca, New York Area Teaching FinTech, Blockchain, Engineering and Product Management courses through e-Cornell and Cornell University. Courses include: * Fundamentals of Blockchain * Applications of Blockchain Technology * Cryptography Essentials * Cryptocurrencies and Ledgers * FinTech Disruptions * Trends in FinTech * Identifying and Targeting Customer Needs * Value Creation and Profitability * Preparing for Success as a Product Manager * Managing Product Management Teams



Lafiya Telehealth

• Nigeria
• Wellness and Fitness Services
• 1 - 100 Employee

• Advisor, Strategy & Operations

  • Nov 2020 - Jun 2022

  United States Company Description We are a telemedicine company that brings healthcare access to everyone, anytime and everywhere. We do that with a HIPAA compliant platform that connects doctors, patients, hospitals, laboratories, pharmacies and insurance providers in one Integrated Telemedicine Ecosystem powered by our mobile app and connected medical devices and telehealth kiosks. Our Rural Telehealth Kiosks empower communities with affordable healthcare access and sustainable employment… Show more Company Description We are a telemedicine company that brings healthcare access to everyone, anytime and everywhere. We do that with a HIPAA compliant platform that connects doctors, patients, hospitals, laboratories, pharmacies and insurance providers in one Integrated Telemedicine Ecosystem powered by our mobile app and connected medical devices and telehealth kiosks. Our Rural Telehealth Kiosks empower communities with affordable healthcare access and sustainable employment opportunities Team: * 10 employees total in Texas, USA, Latin America, Middle East and Africa. * Leadership team includes strong backgrounds in technology, healthcare, telecommunications and pharma. Status * App is live on Android and IPhone. * Post-Product. Generating Revenues * $1mm+ raised in funding KPIs # of MDs- 232 # Countries Represented (MDs and patients) - 46 countries # of Patients - 2,496 # of Pharmacies- 1,335 # of Laboratories- 6 # of appointments - 196 to 200 appointment Monthly Recurring Revenue - $2K / Month * # of Hospitals- 2 - POC with Lagos Lagoon Hospital (Nigeria) - Pilot with Royal Castle Hospital (Nigeria) * # of HMOs and Insurance Companies-3 - RCore Home (USA) already using teleconnected devices - ProHealth HMO Ltd (Africa) Notable Partnerships * {NDA} -- NGO to fulfill medical missions via Telemedicine * mPharma -- to fulfill and deliver affordable prescriptions * gokada -- to enable delivery of RX * MedPlus -- additional pharmacy coverage Awards * SBC Top 20 Finalist * Google For Startups Finalist Languages Spoken by MDs -15 languages these include: Afrikaans, Arabic, English, French, Spanish, Portuguese,Swahili, Hausa, Igbo,Yoruba,Urdu,Russian,Hindi, Punjabi and Gujarati Show less



Capital Engine® powering online Capital Markets

• United States
• Financial Services
• 1 - 100 Employee

• Advisor, Business Development

  • Oct 2020 - Jun 2022

  United Kingdom Capital Engine® Powering Online Capital Markets: FinTech company facilitating the creation of efficient and trusted online private capital and alternative investment marketplaces. Status: * ~ $20,000 MRR. Raising $1mm through convertible note. * $1mm+ in revenue. $50k MRR by Q4. Product: Fundraising Software * private label platforms (white label) * strategic partnerships (dealflow, investors or regulatory i.e. broker dealer) * inhouse marketplace (private… Show more Capital Engine® Powering Online Capital Markets: FinTech company facilitating the creation of efficient and trusted online private capital and alternative investment marketplaces. Status: * ~ $20,000 MRR. Raising $1mm through convertible note. * $1mm+ in revenue. $50k MRR by Q4. Product: Fundraising Software * private label platforms (white label) * strategic partnerships (dealflow, investors or regulatory i.e. broker dealer) * inhouse marketplace (private placements) Team: * The company has an exceptional team (ex Wall St veterans from Goldman Sachs and BlackRock), traction and products to support the entire investment lifecycle for DeFi projects and traditional fundraising ecosystems. Where: * Based in US. Global traction - quickly expanding in US. Traction (past 6 months): * Partnered with £5 Billion UK based pension fund and family office * Partnered with US licensed broker dealer to launch a Reg CF (Regulation Crowdfunding) portal in July * Built a digital asset lifecycle management ecosystem on a distributed ledger / blockchain (DeFi) * Built a digital cap table management system for all types of securities Roadmap: * Partner with MERJ Exchange, an award winning global securities exchange * Launch new regional investment marketplaces in the UK, Australia and South Africa with strategic partners * Accelerate development of our DeFi technology ecosystem among other milestones How it Works: https://capitalengine.io/how-it-works Email: bryan@capitalengine.io Online campaign: http://bit.ly/2O65B8A Show less



Aghaz Investments

• United States
• Financial Services
• 1 - 100 Employee

• Advisor, Strategy and Operations

  • Oct 2020 - Jun 2022

  United States Advisor to the Founder & CEO on various strategic initiatives for this unique values-based digital wealth management platform. Aghaz Investments, a platform that enables personalized and automated values-based investing for the 1.8 Billion Muslims worldwide and everyone who wants to invest without compromising their values. Sign up here: https://aghazinvest.com/ Team: - Experience: Microsoft, BlackRock, Goldman Sachs, PurePoint Financial, UBS, SpaceX… Show more Advisor to the Founder & CEO on various strategic initiatives for this unique values-based digital wealth management platform. Aghaz Investments, a platform that enables personalized and automated values-based investing for the 1.8 Billion Muslims worldwide and everyone who wants to invest without compromising their values. Sign up here: https://aghazinvest.com/ Team: - Experience: Microsoft, BlackRock, Goldman Sachs, PurePoint Financial, UBS, SpaceX, Wharton Traction: - Raised $560k pre-seed in Oct, 2020 - 500+ customers - $500k in AUM (6 weeks post launch) Investment round details - Raising $1M by Aug, 2021 Show less



AMG Block Ventures

• Mexico
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Advisor, FinTech Fund Launch (LATAM)

  • Oct 2020 - Jun 2022

  México, Mexico Working with Partners on a new VC fund investing in FinTech and Blockchain companies in Mexico, Argentina, Colombia, Chile and Brazil. Contact us via: https://www.amgblock.com/



HF.Capital

• United States
• Capital Markets
• 1 - 100 Employee

• FinTech Advisor

  • Jul 2017 - Jun 2022

  San Jose, California https://hack.hf.cx/ " HACK Fund will be a publicly traded Closed-End Fund focused on global frontier tech. HACK Fund is created by the founders of Hackers/Founders (H/F), the world’s largest network of entrepreneurs with over 300,000 members in 49 countries and 142 cities. HACK Fund's target raise is $250M with an IPO target of Q2 2019. Now on their 5th fund, H/F has a track record of 30% annual growth for each of the last 5 years with 7 exits and 2 companies on IPO track within 2… Show more https://hack.hf.cx/ " HACK Fund will be a publicly traded Closed-End Fund focused on global frontier tech. HACK Fund is created by the founders of Hackers/Founders (H/F), the world’s largest network of entrepreneurs with over 300,000 members in 49 countries and 142 cities. HACK Fund's target raise is $250M with an IPO target of Q2 2019. Now on their 5th fund, H/F has a track record of 30% annual growth for each of the last 5 years with 7 exits and 2 companies on IPO track within 2 to 3 years. HACK Fund has just signed a partnership with Tomorrow Street, a program by Vodafone procurement and the Government of Luxembourg to help source and invest in 5 to 15 companies a year. Tomorrow Street will help these companies scale to $100M in revenue " Show less



OlyCash Inc

• United States
• Financial Services
• 1 - 100 Employee

• Angel Investor & Advisor

  • May 2021 - May 2022

  United States OlyCash: a mobile money solution for unbanked merchants and individuals Status: ~ $80,000 MRR. Raising $3mm. What: * Merchant and P2P SMS Payments * Works like PayPal but without a bank account * Similar to the WeChat payment experience via QR Codes Who: Founding team has deep expertise in FinTech and cash-based markets Where: Live in Uganda. Quickly expanding in Africa. Traction * Going from $220K to $1mm+ in revenue by Q4. $80k MRR * Expected… Show more OlyCash: a mobile money solution for unbanked merchants and individuals Status: ~ $80,000 MRR. Raising $3mm. What: * Merchant and P2P SMS Payments * Works like PayPal but without a bank account * Similar to the WeChat payment experience via QR Codes Who: Founding team has deep expertise in FinTech and cash-based markets Where: Live in Uganda. Quickly expanding in Africa. Traction * Going from $220K to $1mm+ in revenue by Q4. $80k MRR * Expected to reach profitability this year * 50,000+ sellers with $800k+ transaction volume * Five new strategic partners to tap into 47mm customers How it Works: https://olycash.com/how Email: achavarria@olycash.com Show less



BuilderPay

• United States
• Financial Services
• 1 - 100 Employee

• Advisor, Go-To-Market Strategy

  • May 2021 - May 2022

  United States Blockchain enabled solutions for the construction industry More at: https://builderpay.io/ Get in touch, we are looking for strategic partners and early adopters



University of California, Berkeley

• United States
• Higher Education
• 700 & Above Employee

• Guest Lecturer (FinTech + Blockchain Fundamentals, FinTech "How To" Seminars for Banks + Regulators)

  • Mar 2019 - Dec 2021

  Berkeley, California Key member of a partnership between https://www.fintechschool.com/ and UC Berkeley's FinTech Institute. For Banks, Regulators, Consultants, Central Banks, Asset Managers, E-Learning Marketplaces



Plug and Play Tech Center

• United States
• Venture Capital and Private Equity Principals
• 700 & Above Employee

• FinTech Mentor

  • Feb 2019 - Feb 2021

  San Francisco Bay Area Asked to participate in the 2019 Plug and Play FinTech Program



Pacific Bays Capital

• Japan
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Venture Partner, Fundraising Strategist

  • Sep 2020 - Jan 2021

  Tokyo, Tokyo, Japan



LiquidTokens (securities + tokens)

• United States
• Technology, Information and Internet

• Tokenization & Securities Expert

  • Jul 2017 - Jul 2020

  San Francisco Bay Area We created one of the first compliant platforms for companies to issue securities plus tokens on the Ethereum Blockchain.



QR Crowd (fka FundPaaS)

• United States
• Software Development
• 1 - 100 Employee

• Chairman Of The Board

  • Jul 2015 - Apr 2020

  San Francisco Bay Area Formerly known as FundPaaS, QR Crowd, is now pivoting to crowdfunding at point of sale using QR codes and Blockchain Technology. We raised $600,000 since inception. Our Prior History Online Capital Raising Services via Securities & Crowdfunding Technology Our financial and compliance technology could power any online investment portal that needs to comply with Reg D, Reg A+ and Reg CF (crowdfunding). Through partnerships and proprietary tech, we've built a one stop shop for… Show more Formerly known as FundPaaS, QR Crowd, is now pivoting to crowdfunding at point of sale using QR codes and Blockchain Technology. We raised $600,000 since inception. Our Prior History Online Capital Raising Services via Securities & Crowdfunding Technology Our financial and compliance technology could power any online investment portal that needs to comply with Reg D, Reg A+ and Reg CF (crowdfunding). Through partnerships and proprietary tech, we've built a one stop shop for anyone doing crowdfunding for equity or debt (P2P,P2B). FundPaaS, a Funding Platform as a Service, helped businesses (real estate firms and merchants) raise capital for expansion projects by turning their customers into investors right on their website. We also tried to turn residents into socially responsible investors for municipalities. This was possible thanks to the JOBS Act and our embedable web plug ins. We are FinTech pioneers of the customer-to-business (C2B) lending space. Show less



FinTech Portfolio

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Founder & Community Builder

  • Jun 2014 - Apr 2020

  San Francisco Bay Area All twelve projects launched generated revenue. Three portfolio companies raised funds. Total Portfolio Value at the height of $25mm. We are a growing cooperative of FinTech Entrepreneurs working together to build FinTech companies by sharing our talents, professional networks, and resources. Rather than taking equity away from our members, we provide a diversified pool of equity across all member companies by working on each other's projects. We are member-owned. Additionally, each… Show more All twelve projects launched generated revenue. Three portfolio companies raised funds. Total Portfolio Value at the height of $25mm. We are a growing cooperative of FinTech Entrepreneurs working together to build FinTech companies by sharing our talents, professional networks, and resources. Rather than taking equity away from our members, we provide a diversified pool of equity across all member companies by working on each other's projects. We are member-owned. Additionally, each portfolio company can be backed by Member Firms, VCs, Angels or Crowd. We'd love to hear from you, if you are a FinTech entrepreneur or looking to join a startup, please apply here: http://www.fintechportfolio.com/ Active Portfolio Companies Owned By Community Members: 1) FundPaaS Inc -- Crowdfunding Technology (APIs & Web Apps) to power online investing portals. Partners include Google, Vantiv. Funded from FinTech Portfolio members. The best team in crowdfunding in the US. Period. * Pivoted * to "QR Crowd". 2) FinTech School & Meet -- The 1st online FinTech School focused on corporate training for Financial Institutions and white-label e-learning solutions for Business Schools offering new FinTech programs. We are post-product and generating revenues with marquee partners like IBM, Moody's, China Telecom. Clients include Wharton School of Business. Executive Speaker Series & Networking Events. Hosted by giants like EY, BlackRock,UPenn, Circle Up, Tradeshift, Google. https://www.fintechschool.com/ (est 3/16). 3) FinTech Associates -- FinTech Engineering On Demand. We brought products to market in the Robo-Advisor, Crowdfunding and Alternative Lending spaces. 2014 - 2018 Show less



Solid

• United States
• Financial Services
• 1 - 100 Employee

• Advisor, Go-To-Market Strategy

  • Feb 2019 - Mar 2019

  San Mateo, California, United States Advisor to the CEO on the launch of this digital bank supported by BBVA. Company raised $17.7mm. Post Series A.



FinTech School

• United States
• E-Learning Providers
• 1 - 100 Employee

• Lead Instructor & Co-Founder

  • Mar 2016 - Apr 2018

  San Francisco Bay Area



Advisor Software (ASI)

• United States
• Software Development
• 1 - 100 Employee

• Entrepreneur In Residence - Head of Digital Wealth Management

  • Jun 2014 - Jul 2015

  San Francisco Bay Area



ApplePie Capital

• United States
• Financial Services
• 1 - 100 Employee

• Advisor, FinTech Product

  • Aug 2014 - Dec 2014

  San Francisco Bay Area Worked with them as a product advisor as an early stage startup. Post Series B now with over $35mm in funding from Tier 1 VCs. ApplePie's marketplace is a FinTech company that offers qualified investors fixed income investment opportunities in high-quality franchise businesses. We are proud to work with some of America’s favorite franchise brands to develop a fresh new approach to franchise financing.



Finxera

• United States
• Software Development
• 100 - 200 Employee

• Vice President & General Manager, Invest Product Group

  • Dec 2013 - Jun 2014

  Acquired 2021: https://www.prnewswire.com/news-releases/priority-technology-holdings-inc-to-acquire-finxera-to-create-the-premier-payments-and-banking-as-a-service-platform-301242149.html Venture backed (Foundation Capital) FinTech startup in the payments space. MARQUEE CLIENTS: Angel List, FundRise, Rock The Post (OneVest), Calvert Foundation, American Gnuity, StartEngine, Venovate, Apple Pie Capital, OfferBoard, Patch of Land, iFunding, Asset Avenue, Palmetto, Breakaway Funding,… Show more Acquired 2021: https://www.prnewswire.com/news-releases/priority-technology-holdings-inc-to-acquire-finxera-to-create-the-premier-payments-and-banking-as-a-service-platform-301242149.html Venture backed (Foundation Capital) FinTech startup in the payments space. MARQUEE CLIENTS: Angel List, FundRise, Rock The Post (OneVest), Calvert Foundation, American Gnuity, StartEngine, Venovate, Apple Pie Capital, OfferBoard, Patch of Land, iFunding, Asset Avenue, Palmetto, Breakaway Funding, Vroom, LendingHome and Megalith Capital. ACCOMPLISHMENTS: - Increased new client relationships by 291% in 6 months going from 23 to 90+ private placement portals. - Developed new markets in addition to crowdfunding portals: • 1st Foundation – Calvert Foundation which white-labeled the platform to other foundations • 1st Hedge Fund (s) – Asset Alliance, Lexstone. • 1st Private Equity Client – Carlton Group listing $1Bn in deals. • 1st Clean Tech Client (s) – Collective Sun, Ecova, Palmetto, Spark Fund. • 1st Investment Bank (s) – LM2Network, Helvetica Group. • 1st P2P / P2B Lending Platform – Daric, Lendoor Strategic Partnerships: • Millennium & Kingdom Trust Partnerships ($15Bn in combined Assets) Channel Partners: • Portal Builders: Community Leader, Launcht, CrowdEngine, CrowdValley • Service Providers: Crowdcheck, Crowdentials, Veritax Show less



bucksprout

• CEO & Co-Founder (Roboadvisor)

  • Feb 2012 - Feb 2013

  Mountain View, CA At the time, robo-advisors like Wealthfront (who tried to acquire us) had under $50 in AUM. As of 2021, some of the largest digital wealth managers have over $15Bn in AUM. FinTech startup and one of the earliest Robo-Advisors. Business Legal Name:4StepFinance which owned Bucksprout(TM). Raised Seed Capital. Winner of Snyder Seed Award at Wharton School of Business. LEADERSHIP --------------------------------------- • Built impressive team of business & engineering talent -… Show more At the time, robo-advisors like Wealthfront (who tried to acquire us) had under $50 in AUM. As of 2021, some of the largest digital wealth managers have over $15Bn in AUM. FinTech startup and one of the earliest Robo-Advisors. Business Legal Name:4StepFinance which owned Bucksprout(TM). Raised Seed Capital. Winner of Snyder Seed Award at Wharton School of Business. LEADERSHIP --------------------------------------- • Built impressive team of business & engineering talent - a $2mm per year payroll burning less than $1,000 per month. • Led recruiting, funding and overall company direction & execution. Gained admission and recognition within Wharton's Venture Initiation Program (VIP). Cleared most regulatory hurdles (S65) and Form ADVs to set up Investment Advisory Firm. BUSINESS DEVELOPMENT & MARKETING --------------------------------------- • Customer Development: customer discovery and need validation. • Online User Acquisition Strategy (B2C): CRM, SEO, some multi-variate testing, webinars, blogging, email marketing, social media marketing, online PR. • Partnerships (B2B) with data providers, advisors, investors and accelerators. PRODUCT MANAGEMENT --------------------------------------- • Developed 1st technology vision and execution strategy for our minimum viable product. Conducted user research and competitive analysis (perceptual maps / conjoint) to compile feature set and phasing strategy. Created specifications, wireframes and prototypes. • User research: usability testing, web analytics (Google, Facebook, Crazyegg). Show less



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Director, Portfolio Analytics Group

  • Sep 2008 - Feb 2012

  San Francisco Bay Area • Analytics Product Manager overseeing a team of Quants & Portfolio Analysts responsible for Risk, P&L analysis and cross-functional projects for $280Bn in assets among 176 model-based fixed income Hedge Funds, CTFs and ETFs. Aladdin & Calypso expert. • Independent Controller for a $1Bn multi-asset class Hedge Fund. • Hands on Fixed Income expertise in cash and derivative products (ABS,MBS,CDS,IRS, Futures), FX, equity derivatives (TRS, Futures) and alternative assets (R/E, Hedge… Show more • Analytics Product Manager overseeing a team of Quants & Portfolio Analysts responsible for Risk, P&L analysis and cross-functional projects for $280Bn in assets among 176 model-based fixed income Hedge Funds, CTFs and ETFs. Aladdin & Calypso expert. • Independent Controller for a $1Bn multi-asset class Hedge Fund. • Hands on Fixed Income expertise in cash and derivative products (ABS,MBS,CDS,IRS, Futures), FX, equity derivatives (TRS, Futures) and alternative assets (R/E, Hedge Funds). Also various broad index ETFs. • US lead to design and build Fixed Income P&L System (PALM) for daily linked returns to support all US model-based fixed income active funds including $Bn hedge funds. Part of BlackRock Solutions Group, the $Bn/Year Financial Technology (FinTech) division of BlackRock.

• US Head of Fixed Income Product Control - VP, Finance Division

  • Dec 2009 - Dec 2010

  San Francisco Bay Area Promoted from Credit Derivatives Senior Product Controller, Finance Division [09/08 – 12/09]



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Business Development Associate (FA), Global Wealth Management

  • Jul 2007 - Sep 2008

  San Francisco Bay Area • Put together a business plan and built an investment advisory practice from scratch • Business Development, Relationship Management & Portfolio Management responsibilities for High Net Worth clients totaling $20mm in assets



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• US Program Trading Controller, Finance Division

  • May 2006 - Jul 2007

  Greater New York City Area Controller for a $400mm long and short prop trading equity portfolio.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Emerging Markets Product Controller - AVP, Finance Division

  • May 2005 - May 2006

  Greater New York City Area • Transitioned from Tech to Finance • Local Currency Trading, Finance. Product Controller for $300mm Brazilian onshore/offshore markets • Emerging markets finance role working with FX and Fixed Income products for LatAm (Brazil and Mexico) institutional clients. • User lead in Financial Technology projects decomissioning Summit V2.6 and implementing in-house fixed income analytics.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Liquidity & Risk Management Technology Manager - AVP, Treasury & Credit Risk Systems

  • Aug 2001 - Mar 2005

  Greater New York City Area Developed Credit Risk, Treasury and Trading Systems expertise through various technical roles ranging from BA/QA, Production Support, Release Management and Project Management. Managed onshore and offshore resources.

• Trainee - Senior Specialist, Technology Leadership Program (TLP)

  • May 2001 - Aug 2001

  Greater New York City Area Trained as a Software Engineer specializing in Financial Systems.



Diversified Entrepreneurial Interests

• Founder & Head of Business Development

  • Aug 1999 - Aug 2001

  United States & Latin America 16 years of various moonlighting and weekend entrepreneurial projects. Marketed and sold real estate, eyewear, water purification equipment and installation services in three different entrepreneurial projects. Managed relationships with clients & vendors in Latin America and US. --------------------------------------- Owner, DBA Amilcar Chavarria / Soca Real Estate 12/2003 - 2015 Real Estate Venture: value-added sales/rentals • Purchased distressed properties… Show more 16 years of various moonlighting and weekend entrepreneurial projects. Marketed and sold real estate, eyewear, water purification equipment and installation services in three different entrepreneurial projects. Managed relationships with clients & vendors in Latin America and US. --------------------------------------- Owner, DBA Amilcar Chavarria / Soca Real Estate 12/2003 - 2015 Real Estate Venture: value-added sales/rentals • Purchased distressed properties under foreclosure proceedings and in up and coming neighborhoods for renovation, re-sale, rentals or to be used as corporate housing. • Built a portfolio of residential properties in NY, NJ and Washington --------------------------------------- Founder, UVX Sunglasses (DBA Amilcar Chavarria) 03/2004 - 04/2005 Consumer Retail Products: import/export • Opportunistic investment exporting sunglasses to Central America from Chinese manufacturers. Total Profit of $120k on less than $5k in seed capital. • Marketed products to boutiques, pharmacies, supermarkets and department stores in NYC and Central America. --------------------------------------- Founding Member, Emsai de Honduras 08/1999 - 12/2006 B2B Retail: water purification systems • Distributorship for Aquathin® - an American trademark. • Company was founded with family members while attending college. Distributorship of equipment and installation services to manufacturing plants, restaurants, medical labs & private households. • Managed relationships with US vendors to negotiate new orders. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Summer Intern - Senior Specialist, Corporate Technology Group

  • May 2000 - Aug 2000

  Greater New York City Area