Episode 54:  David Snider with Harness Wealth, & Ex-COO / CFO of Compass.  How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

Episode 54: David Snider with Harness Wealth, & Ex-COO / CFO of Compass. How Money is Raised, Securing a Lead Investor, On Softbank, Securing Your Financial Future After Liquidity Event

David is one of the most successful individuals I have encountered in my life, and probably one of the top serial entrepreneurs in NYC in the last 10 years. Success can be defined in various ways, both subjectively and objectively. But to rattle off a few facts, David's completed his undergrad at Duke, attended HBS, & worked in the corporate field at Bain for a few years, published a book "Money Makers", (available on Amazon), all before turning 30.

We met around 8 years ago at Urban Compass, at a small loft office in Soho with just a few brokers and a dozen engineers. He started there as the COO, then eventually became the CFO & handled the financial operations of Compass until it became a $2B company.

Fast forward to today, David is the founder & CEO of Harness Wealth, an early-stage consumer wealth tech company dedicated to helping clients unlock financial opportunities to achieve their best financial future through their customized approach. Find out how:

-To pick the right team after a liquidity event

-Securing your financial future by picking you the right financial advisory team

-Tax structures that small business owners may not be aware of that is to the benefit of a business owner

Follow David on IG at @harnesswealth or his website www.harnesswealth.com.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(138)

Episode 138: Tom Brady, Touchdowns Thrown in Commercial Real Estate

Episode 138: Tom Brady, Touchdowns Thrown in Commercial Real Estate

My special guest on this episode is none other than my friend who shares a name with one of the greatest quarterbacks of all time — but this is definitely not Tom Brady, the NFL legend. No touchdowns ...

11 Kesä 55min

Episode 137: NYC Pied-à-Terre Tax Just Dropped: Who Actually Gets Hit? + Tax Hikes Then vs Now

Episode 137: NYC Pied-à-Terre Tax Just Dropped: Who Actually Gets Hit? + Tax Hikes Then vs Now

It’s officially the start of the summer season — and in true solo pod fashion, we’re kicking it off with a timely breakdown of the brand new NYC Pied-à-Terre Tax that just got enacted.   In this episo...

29 Touko 39min

Episode 136: Emergency Pod: NYC Pied A Terre Tax, The Goal, The Reality, The Problems, + A Letter from Vornado's CEO

Episode 136: Emergency Pod: NYC Pied A Terre Tax, The Goal, The Reality, The Problems, + A Letter from Vornado's CEO

Pleased to have my friend & industry veteran, Justin Rubinstein, founder of J. Rubinstein Homes, back on the pod. We jump on this quick episode to discuss the newly proposed pied-à-terre tax by Mayor ...

8 Touko 38min

Episode 135: Brandon Polakoff, Principal and Head of NYC Investment Sales of Avison Young

Episode 135: Brandon Polakoff, Principal and Head of NYC Investment Sales of Avison Young

Very excited to have Brandon Polakoff, Principal and Head of NYC Investment Sales at Avison Young, join us on this episode of the Real Takk Pod.  Based in the firm’s New York City office, Brandon lead...

17 Huhti 1h 21min

Episode 134: Gabe Phillips, Founder & CEO of Catalyst Power

Episode 134: Gabe Phillips, Founder & CEO of Catalyst Power

I’m excited to bring Gabe Phillips onto The Real Takk Podcast. Gabe is the founder and CEO of Catalyst Power, a New York-based integrated energy company that’s helping mid-market commercial and indust...

27 Maalis 1h 8min

Episode 133: Ann Korchak, Board President of SPONY, the Small Property Owners of New York

Episode 133: Ann Korchak, Board President of SPONY, the Small Property Owners of New York

I am thrilled to have Ann Korchak, the Board President of the Small Property Owners of New York, or SPONY. What exactly is SPONY? They are a non-profit, all-volunteer advocacy and education organizati...

6 Maalis 1h 26min

Episode 132: 2026 First Solo Pod on Rezoning & Real Estate Players in the Epstein Files

Episode 132: 2026 First Solo Pod on Rezoning & Real Estate Players in the Epstein Files

In this solo episode of The Real Takk Podcast, I unpack the complexities of NYC rezoning and spotlight the Midtown South Mixed-Use Plan, approved in August 2025. After decades of outdated zoning, it f...

20 Helmi 34min

Episode 131: Year-End Wrap-Up & Prediction Pod with Frank Giordano of Charney Co.

Episode 131: Year-End Wrap-Up & Prediction Pod with Frank Giordano of Charney Co.

Ladies and gentlemen, welcome back to The Real Takk Podcast, where we dive deep into the high-stakes world of NYC real estate, the stories behind the deals, and the lives of the power players making i...

19 Joulu 202553min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rss-rahapodi
rahapuhetta
vapauta-supervoimasi-podcast
rss-rahamania
asuntoasiaa-paivakirjat
rss-ammattipodcast
herrasmieshakkerit
syo-nuku-saasta
pomojen-suusta
rss-laakispodi
rss-kaikki-koroista
rss-markkinointitrippi
rss-perho-rajoilla
rss-rikasta-elamaa
rss-pariisilaiset