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.

Jaksot(134)

Episode 62: Adam Piore, Author of ”The Kings of New York” Published by The Real Deal

Episode 62: Adam Piore, Author of ”The Kings of New York” Published by The Real Deal

Pleased to chat wtih Adam Piore, an industry colleague & frequent contributor to The Real Deal, as well as the author of the new book “The New Kings of New York,” an insider account of the stories & m...

13 Huhti 20221h 14min

Episode 61: Kael Goodman,Co-Founder & CEO of Marketproof New Dev & Condo

Episode 61: Kael Goodman,Co-Founder & CEO of Marketproof New Dev & Condo

Huge honor to chat with Kael Goodman, President & CEO of MarketProof New Development,  a cutting edge, game-changing data platform focused on giving access to complete condo inventory, analytics, mark...

24 Maalis 202250min

Episode 60: Sean Soderstrom & Dan Breitbach, CEO & Founder of Courted.IO

Episode 60: Sean Soderstrom & Dan Breitbach, CEO & Founder of Courted.IO

A pleasure to bring on the Founders of Courted, the next & coming real estate tech company that focused on building out the tools that are designed to help agents/brokers grow their business.  Inspire...

26 Helmi 20221h 12min

Episode 59: End of the Year & Happy New Year Pod!  The 2021 Awards, from Real Estate Winners, Losers, Surprises & Trends

Episode 59: End of the Year & Happy New Year Pod! The 2021 Awards, from Real Estate Winners, Losers, Surprises & Trends

I have some of the top personalities & professionals in our industry joining me on the 2021 Real Estate Awards episode where we discuss:  1.  The Biggest Winners in Real Estate 2. The Biggest loser in...

30 Joulu 20211h 19min

Episode 58:  Nick Svensson of Montecito Santa Barbara,

Episode 58: Nick Svensson of Montecito Santa Barbara,

Great pleasure to have back on my guy Nick from Montecito SB.  Svensson aka "Sven’s Son" talks about his Swedish roots, strategies of business, relationships & life, the covid era real estate market, ...

26 Joulu 202139min

Episode 57: Guy Oberg, Founding Agent & Real Estate Pro in Austin Texas

Episode 57: Guy Oberg, Founding Agent & Real Estate Pro in Austin Texas

The Austin area has seen more proportionate growth from net migration than any other major U.S. even BEFORE COVID.  According to an analysis by the Austin Chamber of Commerce Director who analyzed the...

30 Marras 202147min

Episode 56: Frank Suriano, Broker with Compass NYC.  You Are What You Make Of It!

Episode 56: Frank Suriano, Broker with Compass NYC. You Are What You Make Of It!

Frank Suriano, AKA Franklin Crab (derived from Brooklyn Crab), aka Baby Frank (the skinny fit Frank), hails from the Palm Beach Florida area.  Frank is a friend, colleague, and industry vet with NYC C...

15 Marras 202157min

Episode 55: Daisy Dolan, The Director of Strategic Growth at Compass

Episode 55: Daisy Dolan, The Director of Strategic Growth at Compass

I welcome back Daisy Dolan, now promoted as The Director of Strategic Growth at Compass.  We catch up since we last spoke before Covid, discussing all things real estate at Compass, including her rece...

2 Marras 202158min

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