Financial & Software Exec with broad experience in all aspects of FinTech. Direct experience with software, start-ups, consulting, raising capital and ops.
Philadelphia, PA
Joined July 2009
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American Airlines Flight 1408, boarded at 5:40 am, still sitting on the plane on the tarmac here in DSM. Over 6 hours later, only update is AA doesn’t have a de-icer, all the other airlines departed on time, de-iced…#AmericanAirlines suck
To retire happy, invest in your relationships now. lnkd.in/eJvEaHpa
Delivering superior customer experience (CX) is a mandate that now extends well beyond the bounds of customer service, support, sales, or IT departments. lnkd.in/eRmxcErt #watermarkconsulting #cx lnkd.in/epvhpvgm
Thank you to @MichaelKitces & @craigiskowitz for providing a valuable resource for the FinTech industry. It's great that we have more choices, but how do we connect all these options to unlock their true value to our community? tinyurl.com/4nx5at8y
Marc Andreessen: We’re heading into a world where a flat-screen TV that covers your entire wall costs $100 and a 4-year degree costs $1M fortune.com/2023/03/05/marc-…
77% of financial advisors reported losing business because they lacked the appropriate digital tools clients expected. tinyurl.com/saufwmr4
Orion Portfolio Solutions Selects Docupace for Workflow Automation | Docupace docupace.com/news-events/ori…
After great returns last year, covered-call funds are all the rage among income-oriented investors. But their high yields aren’t a free lunch. advisorstream.com/read/why-i…
Proto is betting that companies will view their 7-foot-tall holographic projection boxes as an alternative for in-person meetings. At least a half-dozen startups and giants like Google and Microsoft already are. advisorstream.com/read/video…
Human resources departments are increasingly turning to automated video interviews, and some even rely on AI to make decisions about who moves on to the next round. As a job seeker, how can you prepare for these interviews — particu advisorstream.com/read/are-y…
Your email address has become a digital bread crumb for companies to link your activity across sites. Here’s how you can limit this. advisorstream.com/read/every…
A lot of people want to put their money where their values are. But it isn’t so simple. advisorstream.com/read/why-i…
As you pull out your receipts and fire up your computer, here's a look at some of what was in effect for the last year, including what was different from 2021. advisorstream.com/read/forbe…
At 73, Bernard Arnault has a $196 billion fortune, five children and a drive to avoid the infighting that plagues so many dynasties. advisorstream.com/read/the-w…
Inflation may be cooling, but Americans should still adjust financial plans for a high-rate environment, financial advisers say advisorstream.com/read/what-…
Life on the road might seem more carefree than living in a house, but everyday logistics don’t always come as easy advisorstream.com/read/how-d…
Making annual exclusion gifts allows you to move money to family members and friends so that it is out of your taxable estate with no estate or gift tax consequences. advisorstream.com/read/forbe…
Fellow night owls, take comfort: our sleep-wake schedule is part of our genetic makeup, not a moral failing. advisorstream.com/read/guard…
