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 94, Brandon Walsh, $80 Million in Sales of Real Estate, Founding Team of Compass Lake Tahoe

Episode 94, Brandon Walsh, $80 Million in Sales of Real Estate, Founding Team of Compass Lake Tahoe

Have you been to Tahoe?  Well, let me introduce you to my friend & colleague Brandon Walsh.  Brandon moved to North Lake Tahoe in 2009 to join the Squaw Valley Ski Patrol. He took his talents to real ...

7 Joulu 20231h 2min

Episode 93, Todd Wiley, Founding Agent of Compass San Francisco

Episode 93, Todd Wiley, Founding Agent of Compass San Francisco

Pleased to have Todd Wiley on the Real Takk Pod. Todd is the Founding agent of Compass San Francisco.  Upon graduating from San Francisco University, Todd started his career at ATT Wireless back on Oc...

7 Joulu 202347min

Episode 92, Jeff Reynolds, Representing Compass Seattle, Expert in Luxury Condo & Land

Episode 92, Jeff Reynolds, Representing Compass Seattle, Expert in Luxury Condo & Land

We're on to Compass Seattle, where I have my Seattle Luxury Condo & Land expert Jeff Reyolds on the pod.  Jeff comes with a passion for urban living and a deep understanding of the real estate landsca...

7 Joulu 202352min

Episode 91, Bree Arellano, Real Estate Pro of Compass San Diego

Episode 91, Bree Arellano, Real Estate Pro of Compass San Diego

Pleased to have Compass San Diego real estate pro Bree Arellano join the Real Takk podcast.  Bree is a San Diego native who started two businesses of her own before diving into our world of real estat...

5 Joulu 202347min

Episode 90, Jay Martin, Lobbyist & Executive Director of CHIP

Episode 90, Jay Martin, Lobbyist & Executive Director of CHIP

Jay Martin is the Executive Director of CHIP, also known as the Community Housing Improvement Program.  He is a lobbyist and an advocate of more housing in NYC including affordable and better housing ...

14 Marras 202356min

Episode 89, David Lombino, Managing Director of Two Trees, Discussing Domino Park, The Refinery, Brooklyn, & Bjarke Ingels River Ring

Episode 89, David Lombino, Managing Director of Two Trees, Discussing Domino Park, The Refinery, Brooklyn, & Bjarke Ingels River Ring

NYC's top developer Two Trees Managing Director David Lombino joins the pod to discuss their work on Williamsburg Brooklyn's premier waterfront.    Two Trees is a Brooklyn-based, family-owned real est...

31 Loka 202340min

Episode 88, Jason Advocate, Partner At Advocate LLP, On Divorce Law In Real Estate

Episode 88, Jason Advocate, Partner At Advocate LLP, On Divorce Law In Real Estate

Jason Advocate is NYC's leading divorce attorney in NYC.  He has been involved in the split of the family members of Rockrose & TF Cornerstone, to Kent Swig of Swig Equities who was once married to an...

12 Loka 202358min

Episode 87, Aaron Buchbinder, Founding Agent of Compass, On The Real Estate Market In Boca Raton

Episode 87, Aaron Buchbinder, Founding Agent of Compass, On The Real Estate Market In Boca Raton

Joined by my guest co-host Levi Meyer from Compass Miami, I am pleased to have my other Florida friend & industry colleague Aaron Buchbinder from Boca Raton Florida to talk about his life, business, &...

5 Syys 202346min

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