Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Chief Financial Officer at Emotomy
Industry
Finance / Banking / Insurance
Website
http://www.emotomy.com
About
Co-founder and CFO of Emotomy, a registered trademark for a turnkey, state-of-the-art Robo-advisor built for RIAs, CIOs, FAs.
Seasoned financial professional with experience in the following sectors: financial technology, asset management, financial advisory, capital markets, investment banking, REITs, clean tech project finance, and responsible investments.
Please note that I have chosen not to receive endorsements or recommendations.
Contact Details
Tags
analytics
bice
digital advice
cost efficiency
robo-advisor
fintech
cloud computing
onboarding
compliance
operational efficiency
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