Founder, Investor, Advisor

Cadence is the leading fintech securitization platform for private credit. The company has developed a platform to streamline the securitization process for specialty finance originators at every stage of growth. Their suite of software and services is built with both institutional and retail investors in mind, integrating directly into their existing workflows and providing exposure to innovative securitized products.Learn more at withcadence.io or on the Bloomberg Terminal at {APPS CADENCE <GO>}.



      Cadence
  

We invest in industry defining companies with cross-border aspirations.Portfolio Companies: ARTA, Cadence, Cadre, Care/Of, Chronometriq, dv01, Logos (Exit: Ripple), resTORbio (NAS: TORC), RigUp, Speakr, Uala



      Recharge Capital
  

BlockFi’s mission is to become a diversified provider of financial services to holders of crypto currencies, starting with commercial and consumer lending. BlockFi expects to enter the market by issuing debt at above-market interest rates to borrowers of fiat currencies (e.g. USD, Euro, Yen), while enjoying below-market risk.



      BlockFi
        
  

MySupport is an online platform that helps seniors, people with disabilities and families connect with direct support workers that match their lifestyle and personality. We support state Medicaid systems, fiscal intermediaries and supported living agencies in supporting their clients and direct support workers with dignity, self-determination and respect while assisting state governments to move to more integrated, less costly methods of in home support. MySupport was live in California, Iowa, New York and Virginia.
    
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      MySupport (Acq. by RISE Services)
  

Lumenary is a strategic advisory group focused on bringing innovative and transformative ideas to life. Since our founding, we’ve helped leading startups and established brands alike shape their vision, expand their market presence, and scale their products.


About us

  Lumenary is a New York-based digital product agency transforming complex challenges into elegantly simple solutions. Since our founding, we’ve helped leading startups and established brands alike shape their vision, expand their market presence, scale their products, and achieve their strategic objectives. We hold our results to a higher standard, driven by our desire to deliver an unparalleled level of service and an uncompromising commitment to success.

Lumenary

As part of a mandate from the COO, worked on a team with the task of overhauling the Fixed Income trading process within 18 months. Developed models that defined the new issue allocation process across the firm and also dramatically reduced trading errors and miscommunication across the multiple divisions that assist in executing a trade from end to end.
    
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About us

  BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We work only for our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future.

That's why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.

Important disclosures: http://www.blackrock.com/corporate/en-us/compliance/social-media-guidelines


      BlackRock
  

Conducted deep dives into the wealth management client base and created recurring standardized tracking of client activity, enabling targeted strategies to be developed for acquiring new money into the firm. Also assessed client relationships across business channels to identify client exposure to market volatility based on asset allocation and fee structure as part of an initiative for the SEC.
    
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Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

This LinkedIn company page is moderated. For more information, please review our community guidelines under the Careers tab.


      Banc of America Securities
  

Streamlined the business model by developing an automated database to assess FA performance and their quantitative strengths and weaknesses as well as recommending 9 mutual funds into the FA investment process through analysis of thousands of solicited trades.


Founded in 1914, Merrill is one of the largest wealth management businesses in the word. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first Merrill financial advisors draw upon the investment insights of Merrill  and the banking of Bank of America to unlock opportunities tailored to their clients needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning. eldercare, philanthropy, estate planning services. small business services, and access to cash management & banking strategies. 

Any opinions. views, statements. estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html 

Disclaimer 

The site is maintained by a third party that has no affiliation with Merrill lynch, Pierce, Fenner & Smith Incorporated ("MlPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. 

Bank of America linkedin Community Guidelines: 

http://about.bankofamerica.com/en-us/social-media/linkedin-community­guidelines.html


      Merrill Lynch
  

Sales specialist that accounted for 14% of average daily store sales on a team of 15+, generating over $230K in revenue per month.


We’re a diverse collection of thinkers and doers, continually reimagining what’s possible to help us all do what we love in new ways. The people who work here have reinvented entire industries with the Mac, iPhone, iPad, and Apple Watch, as well as with services, including iTunes, the App Store, Apple Music, and Apple Pay. And the same innovation that goes into our products also applies to our practices — strengthening our commitment to leave the world better than we found it.

Every new product we invent, service we create, or store we open is the result of people working together to make each other’s ideas stronger. That happens here because every one of us strives toward a common goal — creating the best customer experiences. So bring your passion, courage, and original thinking and get ready to share it. This is where your work can make a difference in people’s lives. Including your own.

Discover even more benefits of doing what you love. 

Apple’s most important resource, our soul, is our people. Apple benefits help further the well-being of our employees and their families in meaningful ways. No matter where you work at Apple, you can take advantage of our health and wellness resources and time-away programs. We’re proud to provide stock grants to employees at all levels of the company, and we also give employees the option to buy Apple stock at a discount – both offer everyone at Apple the chance to share in the company’s success. You’ll discover many more benefits of working at Apple, such as programs that match your charitable contributions, reimburse you for continuing your education, and give you special employee pricing on Apple products.

Note: Apple benefits programs vary by country and are subject to eligibility requirements.

Apple is an equal opportunity employer that is committed to inclusion and diversity. Visit jobs.apple.com to learn more.


      Apple
  

Rutgers, The State University of New Jersey (also known as Rutgers University), is the largest institution for higher education in the state of New Jersey. It was originally chartered as Queen's College in 1766 and is the eighth-oldest college in the United States. 

Rutgers is the largest university within New Jersey's state university system, and it was ranked 54th in the world academically in a 2008 survey conducted by the Institute of Higher Education at Shanghai Jiao Tong University. The university offers more than 100 distinct bachelor, 100 master, and 80 doctoral and professional degree programs across 175 academic departments, 29 degree-granting schools and colleges, 16 of which offer graduate programs of study.

Founder and CEO at Cadence

Cadence

Founder and CEO

Recharge Capital

Advisor

BlockFi

Advisor / Investor

MySupport (Acq. by RISE Services)

Co-Founder

Lumenary

Founder

BlackRock

Analyst - Fixed Income Portfolio Management's Business Strategy Group

Banc of America Securities

Senior Performance Analyst - GWIM Business Management & Analysis

Merrill Lynch

Summer Analyst - GWM Direct Division

Apple

Mac Specialist

Rutgers University

Economics, Political Science

B.A.