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 6:  The Compass New Ventures Team

Episode 6: The Compass New Ventures Team

I'm joined by Sophia & Carla of the New Ventures Team at Compass who head our new concierge program.  In short, my team will invest in your home to ensure that we're maximizing value, while reducing t...

10 Loka 201925min

Episode 5:  Interview with Contactually Co-Founder Tony Cappaert

Episode 5: Interview with Contactually Co-Founder Tony Cappaert

An in-depth conversation with with Tony Cappaert, the Co-founder of Contactually, one of the largest CRM's in North America. He is now serves as Compass's Strategic Growth Manager, where he leads prog...

4 Loka 201931min

Episode 4:  Interview with Contactually Founder Zvi Band

Episode 4: Interview with Contactually Founder Zvi Band

I am beyond honored & excited to share with you my interview with Zvi Band, the founder one of the top CRM companies in the country Contactually.  We discuss his early beginnings as a programmer, the ...

20 Syys 201919min

Episode 3:  Jessica Northop, founder of Compass Denver Colorado

Episode 3: Jessica Northop, founder of Compass Denver Colorado

Who is Jessica Northop?  Started her career at the age of 18 (before fax machines!) & built her real estate company from the ground up.  Loved her quote 13 minutes in.  "You gotta go through baptism b...

13 Syys 201924min

Episode 2:  Compass Finance Feat. Matthew Patton & Eddie Monteagudo

Episode 2: Compass Finance Feat. Matthew Patton & Eddie Monteagudo

WELCOME TO EPISODE 2!  The Takk Team is joined by our two CPA professionals who visits the newly opened "The Jones (soft opening on August 19 via Gabriel Stulman & Chef Jack Harris) to discuss a varie...

13 Syys 201918min

Real Takk Podcast, Episode 1.  Where It All Started with Compass & Real Estate

Real Takk Podcast, Episode 1. Where It All Started with Compass & Real Estate

Your host & the founder of the Takk Team at Compass dives into a quick introduction for the team, the work they do, and discuss the goals for the launch of our podcast.  We reveal some future guests, ...

10 Syys 20195min

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