Experience

Tarsadia Investments

• Investment Management
• 1 - 100 Employee

• President

  • 2017 - Present

  Brought on as consultant (2017 – 2019) and stepped into role of President (2019), with primary responsibility for establishing a long-term growth strategy, business development and evolving culture. Serve as Chair of the Investment Committee overseeing both the public and private healthcare, financial services, technology, and real estate verticals. Brought on as consultant (2017 – 2019) and stepped into role of President (2019), with primary responsibility for establishing a long-term growth strategy, business development and evolving culture. Serve as Chair of the Investment Committee overseeing both the public and private healthcare, financial services, technology, and real estate verticals.



PCS Retirement, LLC

• Board Director

  • 2018 - Present

  PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers. Played role in PCS’s acquisition of Aspire in 2019, where both PCS and Aspire together provide recordkeeping services to 16,000 plans and 750,000 eligible participants representing more than $23 billion in assets under administration. PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers. Played role in PCS’s acquisition of Aspire in 2019, where both PCS and Aspire together provide recordkeeping services to 16,000 plans and 750,000 eligible participants representing more than $23 billion in assets under administration.



Modern Bank, N.A.

• United States
• Financial Services
• 1 - 100 Employee

• Chairman and Board Director

  • 2017 - Present

  Partnered with the management team of this $800M bank to drive and evolve the strategy, providing customers with technology enabled commercial lending solutions. Led the bank’s innovative re-branding positioning. Also coalesced the Board of Directors to develop and influence through the optimal strategic decision process. Partnered with the management team of this $800M bank to drive and evolve the strategy, providing customers with technology enabled commercial lending solutions. Led the bank’s innovative re-branding positioning. Also coalesced the Board of Directors to develop and influence through the optimal strategic decision process.



Jefferson National

• United States
• Wellness and Fitness Services

• Chief Executive Officer (CEO) and Board Director

  • 2010 - 2017

  Oversaw all aspects of the growth strategy for this innovative distribution company serving a network of more than 4,000 independent RIAs and fee-based advisors nationwide. Purchased platform and grew the business 100% in the first year, then 10X overall. Sold Jefferson National Financial to Nationwide, staying through the transition. Built Jefferson National on an integrated sales, marketing and business development engine, supporting a tech-enabled tax-advantaged investment platform. Contributed to over $4B of company sales since inception, while helping consumers save more than $135M. Led Jefferson National to be recognized as the industry’s “gold-standard” for pioneering the first Flat-Fee Investment-Only Variable Annuity (IOVA) and winning over 50 industry awards, including the DMA Financial Services Company of the Year. Coalesced and liaised between management team and the board, where the board members were active investors, to drive optimized strategy and capital allocation. Show less



Aquiline Capital Partners LLC

• Executive Advisor

  • 2008 - 2009

  Provided expert counsel for this private equity firm, specializing in financial industry investments. Provided guidance to their portfolio companies, including US and European disruptive technology platforms. Worked closely with investment team to build a business plan/model for a next generation financial services platform serving consumers with innovative technology. Provided expert counsel for this private equity firm, specializing in financial industry investments. Provided guidance to their portfolio companies, including US and European disruptive technology platforms. Worked closely with investment team to build a business plan/model for a next generation financial services platform serving consumers with innovative technology.



E*TRADE Financial Corporation

• United States
• Investment Banking
• 1 - 100 Employee

• Chief Executive Officer (CEO) and Board Director

  • 2000 - 2008

  Led E*TRADE, one of the most widely recognized names in financial services. Defined and executed on strategy, driving transformation from online trading platform to fully integrated online investing platform. Oversaw the company’s integration of bank and brokerage functionality, and introduced E*TRADE Complete, a unified investing, cash management, and lending solution. Led board succession and designing an optimized board to for strategic growth while dramatically increasing the Company’s ISS rating. Led E*TRADE to record revenues and earnings for four consecutive years— from $1.3B to $3.0B – and increasing stock from $4 to ~$25 prior to 2008 financial crisis. Led through the early stages of the financial crisis – raising significant capital, ensuring company’s liquidity, and positioning the business to navigate the depths of financial crisis. Actively involved in ~ 15 strategic acquisitions and subsequent integrations, including Harris Direct from Bank of Montreal and Brown & Co from JP Morgan – scaling E*TRADE for significant growth through large consolidation of platforms. Show less



Telebanc Financial Corporation

• United States
• Financial Services

• CEO, President and Vice-Chairman of the Board

  • 1990 - 2000

  Built the industry's leading and largest branchless bank, revolutionizing the banking model, providing consumer focused, high value financial products and services to U.S. markets. Drove significant growth, both organically and through acquisitions from $50M in assets and $30M in deposits to $5B in assets and $3B in deposits, prior to sale. Developed a differentiated, branchless bank, creating a business model that did not exist and a new industry standard – providing a differentiated value proposition based on price, functionality and service. Selected a strong and diverse board helping bridge the roles of management team member and board member by providing appropriate guidance for long term success. Evolved the organization from a start-up to a large public company, enabling the merger with E*TRADE. Led as key strategist for IPO that raised $100M, a secondary offering that raised $500M, and Telebanc’s sale to E*TRADE for a record $1.8B – with continued eye on the customer to provide a new level of customer solutions. Show less


Shearman & Sterling LLP[
• United States
• Law Practice
• 700 & Above Employee
• Associate

  • 1985 - 1990