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 126: Compass Acquisition of Anywhere RE & Fare Act Results

Episode 126: Compass Acquisition of Anywhere RE & Fare Act Results

Join me on a quick episode to discuss the results of the NYC Fare Act, government intervention in NYC real estate, and my thoughts on Compass's acquisition of Corcoran & Anywhere Real Estate.

10 Loka 202526min

Episode 125: Tanya Delahoz, Founding Agent of Compass Breckenridge, Colorado

Episode 125: Tanya Delahoz, Founding Agent of Compass Breckenridge, Colorado

Pleased to bring on Tanya Delahoz, one of our founding agents of our Breckenridge, Colorado market in Summit County.  Hailing from New Jersey, Tanya grew up as a competitive ski racer throughout child...

19 Syys 20251h 7min

Episode 124: Lauren Mitrick Wood, Compass Chicago Founder, Coaching, and Business Owner

Episode 124: Lauren Mitrick Wood, Compass Chicago Founder, Coaching, and Business Owner

I welcome Lauren Mitrick Wood from Compass Chicago for the second time on the Real Takk Pod. Lauren & I first met at the LA Compass national conference about 7 years ago.  Since then, she's represente...

8 Elo 202559min

Episode 123: Cheryl Foote, The Master of Steamboat Springs Real Estate, Land, Water, Houses & More!

Episode 123: Cheryl Foote, The Master of Steamboat Springs Real Estate, Land, Water, Houses & More!

Pleased to bring on Cheryl Foote, our founding agent from our Steamboat, Colorado market, on the Real Takk Pod.  Born & raised in Minnesota, Cheryl attended Regis College in Denver, which brought her ...

1 Elo 202556min

Episode 122: Jessica Northrop, Founding Agent of the Denver, Colorado Office

Episode 122: Jessica Northrop, Founding Agent of the Denver, Colorado Office

Pleased to have back on, the absolute GOAT of our channel, Jessica Northrop of Compass Denver.  This is her third time back on the channel since we've launched, so it's great to catch up with her in 2...

11 Heinä 202533min

Episode 121: Kenny Burgos, CEO of the NY Apartment Association, on Rent Control, NY Politics, & Multi Family Building Sales

Episode 121: Kenny Burgos, CEO of the NY Apartment Association, on Rent Control, NY Politics, & Multi Family Building Sales

Pleased to have Kenny Burgos, the Chief Executive Officer of the New York Apartment Association (NYAA), on this episode.  NYAA owns & manages nearly 1M affordable housing units in the NYC metropolitan...

23 Touko 202557min

Episode 120: Stacey Froelich, The Champion of the Upper East, NYC Mom, and Early Compass Believer

Episode 120: Stacey Froelich, The Champion of the Upper East, NYC Mom, and Early Compass Believer

Pleased to have industry insider, colleague & friend Stacey Froelich on The Real Takk Pod. Stacey grew up in New York and moved back to Manhattan after graduating from the University of Florida in 199...

23 Touko 20251h 2min

Episode 119:  Naader Khan, Compass Senior Lead Product Manager, Artist, & Real Estate Visionary

Episode 119: Naader Khan, Compass Senior Lead Product Manager, Artist, & Real Estate Visionary

Pleased to have one of my favorite staff members at Compass, a long-time veteran with nearly a decade of experience dedicated to building the future of real estate and our tech stack at Compass. Naade...

18 Huhti 202556min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
sijoituspodi
rss-seuraava-potilas
rss-draivi
rss-sami-miettinen-neuvottelija
sivutuloja-ja-sijoituksia
rss-lahtijat
rss-bisnesta-bebeja
rss-karon-grilli
rss-paasipodi
rss-porssipodi