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Board Member
Oct 2019
FinTech Studios operates the world's most advanced AI-based market intelligence and risk intelligence platform for financial institutions and corporations.
Our vision is to be the world’s leading artificial intelligence-based financial information network. Out technology is revolutionary - artificial intelligence, machine learning and natural language processing technology for Wall Street that automates big-data mining, intelligent tagging and dynamic linking of massive amounts of unstructured data in 49 languages from millions of websites in real-time, to simplify information discovery, research, analysis and collaboration.
Experience · 4 entries
All (4)
Investments (1)
Founder (1)
Board (1)
2020
Managing Partner and Co-Founder
Jan 2020
Holding Ground Decision Intelligence provides candid and independent strategic technology assessment & diligence services for investment companies, CEOs, Boards, CIOs, and other C- levels. Holding Ground is often brought in at the time when critical questions are on the forefront, for example, "would this company's technology support my investment thesis", "should this technology strategy continue, and if so, how can it be more successful", "why is the digital transformation program underperforming and what should be done to set it back on course", "why is this vendor/partner relationship not working and what steps are needed to improve".
At the conclusion of an assessment, a thorough and very direct set of observations and recommendations are provided ensuring executives are equipped to make well-informed, appropriate, and practical decisions for any particular business-technology critical situation.
Holding Ground's partners are career technology executives - not career consultants. Each project is undertaken as if the partners themselves were to assume the technology executive role; the evidence-based assessment outcome reflects how they would research the situation and approach the crucial decisions at hand. Holding Ground does not bid for follow-on implementation or management consulting work, which might cause a conflict of interest. The focus is solely on providing solid Intelligence in the face of challenging Decisions - a Holding Ground for executives while charting their next course of action.
2019
Board Member
Oct 2019
FinTech Studios operates the world's most advanced AI-based market intelligence and risk intelligence platform for financial institutions and corporations.
Our vision is to be the world’s leading artificial intelligence-based financial information network. Out technology is revolutionary - artificial intelligence, machine learning and natural language processing technology for Wall Street that automates big-data mining, intelligent tagging and dynamic linking of massive amounts of unstructured data in 49 languages from millions of websites in real-time, to simplify information discovery, research, analysis and collaboration.
2016
Managing Partner
Jul 2016
Sand Hill East, serves as a trusted advisor to CEOs and Founders by helping them navigate through the inevitable challenges of early stage development. The Sand Hill East team brings substantial business management, operational and technical expertise to bear on clients products and market strategy; resulting in improved differentiation and overall value.
(Note: Services provided by Sand Hill East are offered on a non-exclusive basis. Sand Hill East does not provide fundraising services to companies nor is a registered broker-dealer.)
1987
Director, Equity Trades Processing
May 1987
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals.
Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success.
As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally.
These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders.
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