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 102: Nick Bowers, NYC's TOP Estate Lawyer Answers the Hard Questions!

Episode 102: Nick Bowers, NYC's TOP Estate Lawyer Answers the Hard Questions!

I'm very pleased to have Nick Bowers on the Real Takk Podcast.  Nick is one of the best lawyers focused on real estate & estate matters.  We talk about the importance of creating an estate for your fa...

20 Maalis 202441min

Episode 101: Adam Seth Turk Esq, Born in Brooklyn, Bred in Long Island, Life Long Knicks Fan, Real Estate Nerd & Lawyer in NYC

Episode 101: Adam Seth Turk Esq, Born in Brooklyn, Bred in Long Island, Life Long Knicks Fan, Real Estate Nerd & Lawyer in NYC

Adam is a Partner at Fentin Goldman Turk & Davidoff LLP where he & his team represent a list of banks, buyers, sellers, sponsors, developers, and those involved in the real estate space in the state o...

8 Maalis 202458min

The 100th Episode of The Real Takk Podcast

The 100th Episode of The Real Takk Podcast

Thanking our listeners for the 100th episode.  A huge shoutout to the friends of the pod!

15 Helmi 202429min

Episode 99: Shay Artzi, Head of Engineering at Compass & The Pioneer of AI in Real Estate

Episode 99: Shay Artzi, Head of Engineering at Compass & The Pioneer of AI in Real Estate

Shay Artzi is the Senior Vice President and head of Engineering at Compass. He comes on the show to discuss all things Compass AI, the past, present & potential future of what this technology may hold...

23 Tammi 202442min

Episode 98:  End of Year Wrap Up & 2024 Prediction with Justin Rubinstein of Compass NYC

Episode 98: End of Year Wrap Up & 2024 Prediction with Justin Rubinstein of Compass NYC

My good buddy & industry leader Justin Rubinstein comes onto the Real Takk Pod to catch up on the real estate world of 2023, and what he looks forward to in 2024.     Justin's favorite social media pl...

30 Joulu 202327min

Episode 97:  End of Year Wrap Up & 2024 Prediction Pod with Mark Jovanovic

Episode 97: End of Year Wrap Up & 2024 Prediction Pod with Mark Jovanovic

Mark is a friend & colleague, as well as one of the top agents in the nation.  As the founder of the Hustis/Jovanovic Team, Mark brings a wealth of knowledge & experience to the real estate market.  W...

29 Joulu 202335min

Episode 96, Sean Mcpeak of Serhant, End of Year Wrap Up, and Prediction of the 2024 Real Estate Market

Episode 96, Sean Mcpeak of Serhant, End of Year Wrap Up, and Prediction of the 2024 Real Estate Market

We're wrapping up the year with our traditional segment, where I invite my favorite real estate experts to discuss the winners, losers, and predictions of 2024.  This episode features my friend Sean M...

21 Joulu 202336min

Episode 95, Jordan Wright, Malibu-Based, Third-Generation Real Estate Agent

Episode 95, Jordan Wright, Malibu-Based, Third-Generation Real Estate Agent

Jordan Wright is a third-generation real estate agent based out of Malibu California. With degrees in Film, International Relations, and French, and a diverse background in marketing and customer rela...

7 Joulu 202350min

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