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(134)

Episode 70: Daisuke ”Kai” Ioh, Compass Hawaii Kona

Episode 70: Daisuke ”Kai” Ioh, Compass Hawaii Kona

Pleased to bring on top agent Daisuke “Kai” Ioh, one of the founding agents of Compass Hawaii.  Kai is ranked among the top 16 Real Estate agents in the State of Hawaii in 2021, and the top 1.5% of 1....

16 Nov 202253min

Episode 69:  Johnny Chappell, Broker, Developer, & Founding Member of Compass NC

Episode 69: Johnny Chappell, Broker, Developer, & Founding Member of Compass NC

An honor to have one of the Founding members of Compass NC & Raleigh Johnny Chappell on The Real Takk Pod.  Johnny is the Founder & CEO of Chapel, a real estate firm at compass Led by top Triangle rea...

31 Okt 202253min

Episode 68: Nick Svensson From Montecito CA Interviews Takk Yamaguchi of NYC

Episode 68: Nick Svensson From Montecito CA Interviews Takk Yamaguchi of NYC

How the tables have turned!  My brilliant partner in crime Nick Svensson, hailing from Santa Barbara California interviews yours truly.  A few questions & topics that we gloss over on this quick episo...

31 Okt 202216min

Episode 67: CMO Matt Spangler, from Urban Compass to Compass.  The Beginning, End, to a New Chapter.

Episode 67: CMO Matt Spangler, from Urban Compass to Compass. The Beginning, End, to a New Chapter.

Former Chief Marketing Officer of Compass Matt Spangler joins the Real Takk Pod in discussing his recent departure from Compass, the reasons why, and what he looks forward to in the future.  Matt & I ...

4 Okt 202259min

Episode 66:  NYC Rentals Part II WIth Compass Senior Managing Director Dan Marrello, Ex-Town Residential Manager, Ex-Citi Habitats Manager

Episode 66: NYC Rentals Part II WIth Compass Senior Managing Director Dan Marrello, Ex-Town Residential Manager, Ex-Citi Habitats Manager

A great pleasure to have one of Compass Senior Managing Directors Dan Marrello on the Real Takk Pod.  I first met Dan at Town Residential, at the time one of the fastest growing brokerages in the NYC ...

18 Aug 20221h

Episode 65: NYC Rental Market 101 with Compass Leasing Director Julia Segal

Episode 65: NYC Rental Market 101 with Compass Leasing Director Julia Segal

Julia is the Leasing Director of Compass NYC.  She joins our pod to discuss all things related to the rental market of Manhattan.  As a founder of a team that leases around 150 individual units a year...

4 Aug 20221h 17min

Episode 64:  General Contracting in NYC 101 with Phil Garcia from O & L Expert Contracting

Episode 64: General Contracting in NYC 101 with Phil Garcia from O & L Expert Contracting

I have my general contractor whom I've done dozens of renovations with on the pod to catch up on the world of renovations in NYC.  Follow Phil on IG at @phil_the_ceo & his company @OLExpertContracting...

29 Jun 202243min

Episode 63: How to Leverage Credit Card Benefits with Your Business & Life!

Episode 63: How to Leverage Credit Card Benefits with Your Business & Life!

It is YOUR PERSONAL Financial Responsibility to learn how to utilize credit cards to your own benefit.  Whether you are a business owner or an employed individual, you should understand which credit c...

9 Jun 202234min

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