Experience

Pricing Culture

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

• Chief Executive Officer

  • Apr 2022 - 1 year 9 months

  Jersey City, New Jersey, United States Pricing Culture provides Content & Data to enterprises with audiences passionate about the markets for Collectibles, Luxury Goods, Exotic Cars, Art and other Cultural Assets.



Gainfully

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Market Development, Operations and Sales (Founding Team)

  • Mar 2018 - Mar 2022

  New York City Gainfully was acquired by White Glove Marketing in Q4‘21. Gainfully enables asset managers, insurance carriers, broker-dealers and RIAs to build compliant digital marketing workflows and experiences for the financial services professionals they support.



Finvera

• Financial Services

• Market Development & Sales (Founding Team)

  • Mar 2018 - Sep 2021

  New York City Finvera was acquired by Agentsync in Q3’21. Finvera APIs allow insurance carriers and asset mangers to leverage bank grade personal identity verification baked with CRD + NPN checks to derive a financial professionals identity (licenses, appointments, territories and more) in real-time.



Credibly

• United States
• Financial Services
• 100 - 200 Employee

• Partnerships

  • Oct 2016 - Feb 2018

  New York City Credibly is a tech and data-inspired SMB lending platform that makes access to right-sized capital both simple and intuitive. Founded in 2010 and with offices in Michigan, Arizona, Massachusetts, and New York.



Interactive Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Business Development, Partnerships and Sales (Founding Team)

  • Jun 2009 - Sep 2016

  New York City Covestor was acquired by Interactive Brokers (NASDAQ: IBKR) in early 2015. Covestor is widely regarded as a pioneer in bringing separately managed accounts (SMAs) online in a transparent marketplace. Founded in 2006, the company has offices in New York City, Boston and London and was funded by leading VC firms including Union Square Ventures, Spark Capital, and Amadeus Capital. Rebranded as Interactive Advisors in 2020, the company now offers digital asset management solutions as… Show more Covestor was acquired by Interactive Brokers (NASDAQ: IBKR) in early 2015. Covestor is widely regarded as a pioneer in bringing separately managed accounts (SMAs) online in a transparent marketplace. Founded in 2006, the company has offices in New York City, Boston and London and was funded by leading VC firms including Union Square Ventures, Spark Capital, and Amadeus Capital. Rebranded as Interactive Advisors in 2020, the company now offers digital asset management solutions as a complement to the award winning online securities trading solutions offered to individual investors, RIAs and institutional money managers. Show less



Anantha Energy

• Investment Management

• Founder & Managing Director

  • Jun 2008 - May 2009

  New York City & Bangalore Renewable energy start-up based out of India aimed at producing ethanol from non food-based commodities such as sweet sorghum and agricultural waste. The goal at Anantha Energy is to harness the resources of rural India to satisfy the rapid demand growth for energy in its urban centers.



Oppenheimer & Co. Inc.

• Financial Services
• 700 & Above Employee

• Private Banker

  • May 2004 - May 2008

  New York City Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver… Show more Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients. Show less