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.

Episoder(135)

Episode 47: Compass IPO Story, Problems with the NYC Rental Market, WSJ Article on NYC Co-Op Boards Explaining Why They Deny Buyers

Episode 47: Compass IPO Story, Problems with the NYC Rental Market, WSJ Article on NYC Co-Op Boards Explaining Why They Deny Buyers

Welcome to another episode of The Real Takk Pod!  Today I jump on a qucik recording by myself to tell my story & discuss the following:  1. Compass IPO Day: Behind the scene, the story leading up to I...

20 Apr 202124min

Episode 46:  Jared Kleinstein of Streeteasy 1.0, How It All Started, The Beginnings, Up to The Acquisition

Episode 46: Jared Kleinstein of Streeteasy 1.0, How It All Started, The Beginnings, Up to The Acquisition

Pleased to have my friend & Ex-industry colleague Jared Kleinstein on the pod.  Jared is the Founder & CEO of Denver-based agency Fresh Tape Media, a Denver Based creative agency that makes videos, ph...

24 Feb 202159min

Episode 45:  Greg Hart, Chief Product Officer of Compass & Ex-Amazon VP Of Alexa, Echo, Speech, and Advisor to Jeff Bezos

Episode 45: Greg Hart, Chief Product Officer of Compass & Ex-Amazon VP Of Alexa, Echo, Speech, and Advisor to Jeff Bezos

Greg Hart joins The Real Takk Podcast.  Greg is the Chief Product Officer of Compass.  Prior to joining our team, Greg led a 23 year career at Amazon, and most recently headed the e-commerce giant’s v...

26 Jan 202133min

Episode 44: Brittanie Rockhill, Top Broker of Aspen Colorado

Episode 44: Brittanie Rockhill, Top Broker of Aspen Colorado

I welcome Brittanie Rockhill to The Real Takk Podcast.  Brittanie is a consummate professional who quickly rose to the ranks of being the #1 agent in GCI (Gross Commission Income) for Douglas Elliman ...

9 Jan 202149min

Episode 43: Mike Coscetta, Chief Sales & Strategy Officer at Compass, Ex-Cutco Knives Regional Manager, Ex-Global Head of Sales @ SQUARE

Episode 43: Mike Coscetta, Chief Sales & Strategy Officer at Compass, Ex-Cutco Knives Regional Manager, Ex-Global Head of Sales @ SQUARE

Mike is the Chief Sales & Strategy Officer at Compass. Growing up in Long Island, Mike started his sales career as a Cut Co knives salesman, going door to door selling knives & eventually rising to th...

16 Des 202040min

Episode 42: The Miami Real Estate Market is Hot! How & Why?  Top Miami Broker Levi Meyer Reveals His Business

Episode 42: The Miami Real Estate Market is Hot! How & Why? Top Miami Broker Levi Meyer Reveals His Business

Levi Meyer is back on The Real Takk Pod to catch up on all things Florida real estate.  Why are so many New Yorkers buying real estate there?  What's selling? What's not?  Where's the demand?  Who are...

19 Nov 202052min

Episode 41: Gordon Golub, Senior Managing Director of Compass, Ex-Citi Habitats Executive, Manager, Mentor, & Friend

Episode 41: Gordon Golub, Senior Managing Director of Compass, Ex-Citi Habitats Executive, Manager, Mentor, & Friend

Gordon is the Senior Managing Director of Compass.  He comes on the Real Takk Podcast to discuss his early days at Citi Habitats, old NYC, early days of Urban Compass, lessons he's learned in life, & ...

9 Nov 202050min

Episode 40:Trump Taxes, Why Amazon Pays No Fed Tax, Need to Know if You Have Startup Equity / Shares

Episode 40:Trump Taxes, Why Amazon Pays No Fed Tax, Need to Know if You Have Startup Equity / Shares

Pleased to have my good friend Will Geeslin, CPA of the Geeslin Group on the 40th Episode of The Real Takk Podcast.  Will was our first corporate accountant at Compass, formally known as Urban Compass...

23 Okt 20201h 5min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
e24-podden
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
rss-pa-konto
liberal-halvtime
stockup