FinTech expert with fifteen years of experience gained on Wall Street and Silicon Valley leading strategic initiatives, building technology products and/or companies from scratch. 

As a FinTech Entrepreneur for the last four years, I have launched products (APIs and Web Apps) for Robo-Advisors, Alternative Lending and Crowdfunding Portals. Prior to taking the entrepreneurial plunge, I've held Senior Management positions in Technology, Analytics and Financial Control at Tier 1 Banks and Asset Managers such as BlackRock, Goldman Sachs and Merrill Lynch. Hybrid skill-set combining engineering and top 10 MBA degrees.

Wall St & Silicon Valley Experience

Work History
Jul 2015 - Present

Co-Founder & CEO

FundPaaS - we turn your customers into investors

Assembled founding engineering team and led execution of this early stage FinTech startup focused on helping Small & Midsize Businesses meet their working capital requirements by turning their customers into investors through crowdfunding. 


  • Built four products during the first six months including APIs and embeddable Web Apps.
  • Raised $200,000 from a strategic investor.
  • Generated inbound demand of over 200 leads and $560MM+ in potential deal flow.
  • Closed the firm's first 30 clients and 10 partners.
  • Responsible for first revenues. $30K earned, $10K collected.
  • Grew from a team of three to eleven with limited resources.
  • Featured company on major publications including Yahoo Finance, CNBC, CrowdFund Insider, CrowdFund Beat and Market Watch.
  • Increased web traffic by over 10,000 users and 15,000 sessions.
Jun 2014 - Present

Founder & CEO

FinTech Associates, LLC

Largest Engagement -- Well Known FinTech Firm (11 month project)

Led clients' efforts from concept to launch of their Wealth Management Cloud Platform, a powerful set of APIs that can power any Robo-Advisor in today's market.  

General services provided to my clients included:

General Management & Leadership

  • Entrepreneurial Management.
  • Turnaround Management.

Product Management: from POC to Launch

  • Product vision, roadmap & execution.
  • Functional specifications (Apps + APIs), wireframes, prototypes.
  • Tools: JIRA, Confluence, Balsamiq, Gliffy, Postman, SQL, JSON, REST APIs, Swagger, 3Scale, Mashape.

Marketing & Sales

  • Market Research: segmentation analysis, perceptual maps, customer development.
  • Go-To-Market strategy: business unit strategy, value proposition definition, segmentation, product development, pricing and customer success.
  • B2B prospecting with major enterprises 
  • Product Marketing: catalog, product brief, white paper and blogs

Complimentary Services: Events & Research

FinTech Entrepreneur | Investor | Co-Op Founder @FinTech Portfolio

FinTech Meet -- Executive Speaker Series & Networking Events. We are different in that we connect fellow entrepreneurs with top talent in exchange for sharing their thought leadership.

Status: First event held at The Wharton School of Business in 2015 with C-level representation from Prosper, Financial Technology Partners, Xignite and CircleUp. Over 100+ attendees with over 40% at the CXO level. Website: (est 9/15)

FinTech Tips -- Highly Curated FinTech Content. Status: MVP Online FinTech paper launched. Website: Please subscribe here: (est 3/16) 200 views on first two editions

Dec 2013 - Jun 2014

Vice President & General Manager, Invest Product Group


Promoted to VP and GM of the Invest Product Group from Director of Business Development and Sales


Ventured backed company ($11MM) from Tier 1 VCs. Our product helped crowd-funding & private placement platforms secure and manage funds throughout the entire transaction lifecycle while complying with regulations (e.g. KYC), e-signature collection and stock transfers in a cost-efficient and fully automated manner. This was done through a proprietary set of APIs that were specifically built for this industry. We also handled ongoing distributions (i.e. repayment) back to investors.


  • Led Business Development, Marketing & Sales.
  • Relationship management with strategic partners and top clients. Managed in and outbound pipelines.
  • Responsible for developing new marketing collateral (pitch decks, product overview, workflows, integration aids).
  • Represented the company during prominent crowdfunding conferences.


  • Increased new client relationships by 291% in 6 months going from 23 to 90+ private placement portals.
  • Built new partnerships with custodians, banks, distribution partners as well as key players in the crowdfunding ecosystem.
  • Promoted the company through personal networks to onboard new talent. Collaborated with two top 10 schools to establish a summer internship program.
  • Developed the first strategic marketing plan for Bancbox Invest.
  • Conceptualized key enhancements to our web copy. Worked with UX/UI designer to craft new product collateral.
  • Implemented the use of new tools for CRM and Client Education.
Nov 2011 - Feb 2013

CEO & Co-Founder

Bucksprout (an early-stage Robo-Advisor)

Business Legal Name:4StepFinance which owned Bucksprout(TM). An investment management startup and one of the earliest Robo Advisors.


  • 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.


  • 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.


  • 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).
Sep 2008 - Feb 2012

Director, Portfolio Analytics Group

BlackRock Solutions (BRS) - BlackRock's FinTech Arm
  • Analytics Product Manager overseeing team of Quants & Portfolio Analysts responsible for Risk, P&L analysis and cross-functional projects for $280B in assets among 176 model-based fixed income Hedge Funds, CTFs and ETFs.
  • 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.
Jul 2007 - Sep 2008

Financial Advisor

Morgan Stanley
  • 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.
May 2006 - Jul 2007

US Program Trading Controller, Finance Division

Goldman Sachs

Controller for a $400mm long and short prop trading equity portfolio.

Aug 2001 - Mar 2006

Assistant Vice President, Global Markets & Investments Technology

Merrill Lynch

2005 - 2006:  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.

2001 - 2005: Technology Manager for Liquidity, Trading and Risk Management systems. Held various technical roles ranging from BA/QA, Production Support, Release Management and Project Management. Managed onshore and offshore resources.


May 2011 - May 2013

Masters in Business Administration

The Wharton School, University of Pennsylvania
  • Founder, Industry Bytes Club: a student led career exploration group that accelerates industry knowledge by assembling panels of experts.
  • Steering Committee Member, Founder's Circle
  • Venture Initiation Program (VIP) Alum & Volunteer.  Mentor to 3 full-time Wharton students
1997 - 2001

Bachelor of Science, Engineering

Tulane University
Magna Cum Laude. Business Minor. Completed coursework in web design (Java,HTML). Self financed 100% of the costs through scholarships and part-time work.
Jan 2007 - Present

Chartered Financial Analyst Program (Level II)

CFA Institute

Personal & Professional Press Releases