At COO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top California based COO’ operating in the Finance space. If you think a COO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Brian Murray
Partner & COO of Craft Ventures
Brian leads Craft’s investment team. As one of the first employees at Craft, Brian built the infrastructure that powers the firm’s investment process and hired a talented team to expand Craft’s growing portfolio. Prior to joining Craft, Brian was the VP of Business Operations at Zenefits where he led many of the company’s largest, cross-functional initiatives. Brian spearheaded Zenefit’s transition to a pure SaaS business, established the company’s most important channel partnerships, and led the compliance overhaul of its benefits management product. Previously, Brian was the VP of Sales and Customer Success at Cotap (acquired by ServiceMax) where he led sales, marketing, and post-sales efforts.
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About Cabal, Craft Ventures: Craft Ventures is an early-stage venture fund specializing in the craft of building great companies.
Tracy Sedlock
Chief Operating Partner of Accel
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About Accel: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
David Baga
Chief Operating Officer of Lightspeed Venture Partners
David Baga is Lyft’s Chief Business Officer, overseeing the fast-growing Lyft Mobility Solutions enterprise team. David joins Lyft after serving as Chief Revenue Officer at Rocket Lawyer for four years, during which he grew revenues from $2 million to over $40 million. Prior to Rocket Lawyer, David spent seven years building and overseeing record-setting sales teams at Oracle. In addition to his recent appointment at Lyft, David also actively advises startups on go-to-market strategy.
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About Lightspeed Venture Partners: Lightspeed Venture Partners is a venture capital firm that engages in consumer, enterprise, technology, and cleantech markets.
Andriy Mykhaylovskyy
Managing Partner and COO of Fifth Wall
Andriy is a Principal and COO at Fifth Wall. Previously, Andriy was a Principal and member of the founding team of Evergreen Coast Capital, a technology focused private equity group of Elliott Management Corporation. Prior to Evergreen Coast Capital, Andriy was a Vice President at The Gores Group, an operationally focused private equity fund, and before The Gores Group, Andriy was CFO of Identified, a data and analytics company focused on workforce optimization that raised $33 million of venture capital and was acquired by Workday (NYSE: WDAY) in 2014. Andriy started his career at Morgan Stanley in the global industrials investment banking group. He then worked as an Associate at Francisco Partners, a technology focused private equity firm. Andriy grew up in New York City and is originally from Ukraine. He graduated with honors from Princeton University where he studied at the Woodrow Wilson School of Public and International Affairs. Andriy received his MBA from the Stanford Graduate School of Business.
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
Nina Labatt
Chief Financial Officer & Chief Operating Officer of Section 32
Nina Labatt is the Chief Financial Officer and Chief Operating Officer at Section 32.
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About Section 32, The CFO Leadership Council: Section 32 is a venture capital fund that invests at the cutting edge of technology, healthcare, and life sciences.
Jennifer Kercher
COO and General Counsel of Section 32
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About Section 32: Section 32 is a venture capital fund that invests at the cutting edge of technology, healthcare, and life sciences.
Peter Buckland
Partner, Managing Director, & COO of Khosla Ventures
Peter is a Partner, Managing Director and COO at Khosla Ventures. Peter has spent the last 20+ years advising founders and entrepreneurs through the full lifecycle of their companies. Prior to joining Khosla Ventures, Peter was a Partner at WilmerHale LLP, where he led the firm’s emerging growth technology practice and was responsible for building their West Coast corporate practice. During his time there, he grew the practice by 3X, completed hundreds of financing transactions and, mostly importantly, developed deep and long term relationships with amazing entrepreneurs and their teams. Peter holds a bachelor’s degree from the University of California, Santa Barbara and a J.D., magna cum laude, from the University of San Francisco. In his spare time, Peter enjoys spending time with his wife and three daughters, skiing, sailing, mountain biking and reading.
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About Khosla Ventures: Khosla Ventures is a venture capital firm that focuses on environmentally friendly tech, internet, computing, mobile, and silicon tech.
Pete Williams
Partner & COO of Cota Capital
Pete Williams is a Partner, COO, and CCO at Cota Capital. Pete is responsible for overseeing the Firm’s operations, finance, legal, and compliance matters. Pete also serves on the Firm’s Investment Committee. Leveraging his operational, financial, and legal experience from serving as a public SaaS company CFO and as a Corporate Finance Partner at a preeminent law firm, Pete is involved in structuring and negotiating the Firm’s private company investments as well as providing operating support to portfolio company executive teams. Prior to Cota, Pete served in a number of executive positions at Saba, including CFO, EVP of Corporate Development, and General Counsel. Previously, Pete was a Partner at Morrison & Foerster LLP, a leading international law firm. Pete has extensive experience representing entrepreneurs and technology companies as well as venture capital and investment banking firms on venture financings, public offerings, and M&A transactions. In addition to private and public financings and acquisitions, Pete specialized in intellectual property development, licensing, and distribution transactions. During his tenure at Morrison & Foerster LLP, Pete was recognized as one of the top 20 lawyers under 40 in the state of California. Pete has a B.A. in Economics and Psychology from the University of California, Los Angeles and a J.D. from Santa Clara University.
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About Cota Capital: Cota Capital is an SEC-registered multi-stage investment firm focused on private and public enterprise technology companies.
June Ou
COO, Co-Founder of Figure
Founder and CEO of CCO Solutions, a firm that provided outsourced middle and back office solutions to the hedge fund industry. Co-founder, VP of Product Management and Engineering at Finaplex, a leader in wealth management solutions (sold to Broadridge NYSE: BR), responsible for both enterprise and cloud solutions. MS from UC Santa Cruz; MS from Stanford Graduate School of Business.
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About Figure, Provenance Blockchain: Figure is a financial services company leveraging blockchain technology.
Abigail Johnson
Chief Operating Officer & Partner of Sapphire
Abigail Johnson is the Chief Operating Officer and Partner at Sapphire Ventures.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Kirby Bartlett
Chief Operating Officer and Chief Compliance Officer of ACME Capital
Kirby Bartlett is the Chief Operating Officer and Chief Compliance Officer for ACME. Prior to ACME, Kirby was COO & CCO for Sherpa Capital. He previously held a similar role at Bay City Capital, a venture capital firm that raised eight venture capital funds representing $1.6 billion in capital commitments. With more than 20 years in venture capital, including over 15 years managing operations, Kirby is a highly experienced venture capital executive capable of managing all aspects of a VC firm. Over his tenure, he has led efforts in fundraising, marketing, investor relations, recruiting, regulatory compliance, portfolio management, and investing. His early investment activities include championing three investments that led to IPOs. His overall experience makes him ideally suited to manage operations and support the investment team. Prior to his 18 years at Bay City Capital, Kirby worked for a business consulting firm where he advised companies in various corporate development strategies. Kirby also worked at BAbCO (acquired by Covance) for six years where he managed a majority of its contract research services. Kirby holds an MBA from University of San Francisco, graduating 1st in his class, and received a BA in Molecular Biology from the University of California, Berkeley. Kirby, along with his wife and two kids, is deeply rooted in the Bay Area, having lived here almost his entire life.
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About ACME Capital: ACME Capital invests in breakthrough technologies that fuel platform shifts and disruptive business models that capitalize on new platforms.
Joel Backman
Chief Operating Officer of Meritech Capital Partners
Joel Backman joined Meritech as its Chief Financial Officer in 2003 and has subsequently added the title of Chief Operating Officer. He is responsible for investment execution, investor relations, financial reporting and other operating and administrative functions.
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About Meritech Capital Partners: Meritech Capital provides late-stage venture capital to technology companies.
Jason Bender
Executive Vice President, Chief Operating Officer of First Republic Bank
Bender has been with First Republic since 1999, and managed the Bank’s finance department for over a decade before being appointed Chief Administrative Officer on January 1, 2013. Effective January 1, 2016, he was appointed Chief Operating Officer and is responsible for the overall operations of deposits and lending, strategic planning, enterprise data, online banking and related digital activities, and secondary loan marketing. He oversees banking activities in the Orange County and San Diego regions. B.A., 1992, Swarthmore College; M.B.A., 1999, Stanford Graduate School of Business; Harvard Business School Advanced Management Program, 2014.
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About First Republic Bank, First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
James Beck
Chief Operating Officer of NewView Capital
Chief Operating Officer at NewView Capital (NVC).
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About NewView Capital: NewView Capital has developed a new model in venture capital to drive sustainable growth for entrepreneurs.
Rebecca Lucia
Partner, Chief Financial Officer & COO of 5AM Ventures
Rebecca joined AMV in 2010 and brought 15 years of experience in finance. She is responsible for accounting, finance and investor relations. Prior to AMV, Rebecca was Director of Finance at CV Therapeutics (“CVT”) until the acquisition of the company by Gilead Sciences in 2009 for $1.4B. At CVT, she oversaw the financial planning function for the company’s Commercial organization, which had a $120M operating budget and 270 employees. Prior to CVT, Rebecca was CFO at CareandHealth in the UK where she managed all finance, legal, HR, and operational functions of the firm. Previously, Rebecca was Director of Investor Relations at Chiron Corporation until its acquisition by Novartis in 2006 at a value of $8.8B. She began her career at Deloitte where she progressed through various positions in audit and financial consulting, most recently as a Senior Manager in the Financial Advisory Services group. Rebecca has an MBA from Kellogg School of Management, a Chartered Financial Analyst designation, and in 1997 she earned a Canadian Chartered Accountant designation.
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About 5AM Ventures: 5AM Ventures is a venture capital firm that aims to finance seed and early-stage life sciences companies.
Matt Bonner
Chief Operating Officer and Legal Partner of DCM Ventures
As Legal and Operations Partner, Matt Bonner is responsible for all legal matters with respect to DCM’s investments, fund operations and domestic and international regulatory compliance. In addition, Matt oversees the firm’s global operations and administration. Matt is actively involved with the structuring, planning, negotiation and execution relating to DCM’s investment activity and various transactions involving the firm’s portfolio companies. Matt serves in an advisory capacity to DCM’s portfolio company management teams regarding legal and regulatory matters. Prior to joining DCM, Matt spent 8 years working as a corporate and securities attorney with Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP, focusing on the representation of venture capital funds, venture and institutional investors, emerging growth private and public companies. Previously, Matt spent 5 years with Ernst & Young working in their tax department in both the Securities Group (New York, NY) and Financial Services Group (San Francisco, CA). Matt is a member of the State Bar of California and is also a Certified Public Accountant (California). Matt lives in Woodside with his wife and two daughters and is an active member of the community, including serving on the Board of Directors of the Woodside School Foundation.
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About DCM Ventures: DCM Ventures is an early-stage venture capital firm that invests in the mobile, consumer internet, communications, and service sectors.
Robert Riemer
Chief Operating Officer of Artis Ventures (AV)
Robert Riemer is the Chief Financial Officer and Chief Compliance Officer for ARTIS. Rob was previously the Chief Operating Officer for Fort Point Capital Management, an investment adviser, the Controller of Blum Capital Partners, a private equity firm, and the Corporate Finance Officer of Merritt Capital, a real estate investment syndicator. Prior to that, Rob worked at the senior level in public accounting in Chicago, serving clients in the equity syndication industry. He obtained a BS in Accounting from Bradley University. Subsequent to attaining his CPA, he studied business law at DePaul University, College of Law in Chicago where he earned his JD. Rob is a member of the Illinois Bar
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About Artis Ventures (AV): ARTIS Ventures is a financial services firm that finances early-to-late stage venture investments.
Paul Strange
COO & General Counsel of Learn Capital
Paul Strange currently works as the COO and General Counsel for Learn Capital. He previously worked at Summit Powder Mountain as the COO and General Counsel.
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About Learn Capital: LearnCapital is a venture capital firm focused exclusively on funding entrepreneurs with a vision for better and smarter learning.
Robert May
Managing Director, COO & CCO of Industry Ventures
Robert is the Chief Operating Officer and Chief Compliance Officer for Industry Ventures. Prior to joining Industry Ventures, Robert worked as a Consultant for Standish Management and led the Palo Alto office. Robert has over 25 years of experience in Finance, Operations and Management with 17 of those years specifically in Venture Capital. Previously, Robert was the COO and CFO for Founders Fund in San Francisco, CA. Prior to Founders Fund, Robert spent four years as the CFO of Thomas Weisel Venture Partners. Robert started his career in Venture Capital as the Controller for Mohr, Davidow Ventures. Robert was also a Senior Financial Analyst at Hewlett-Packard and Production Control Analyst at Drexler Technologies. Robert had earlier careers as both a commercial pilot and studio guitarist. Robert graduated from San Jose State University with a BS in Business Administration, emphasis in Finance. He is a current member of the Board of Directors for the Financial Executives Alliance and past original member of the Board of Directors for the Private Equity CFO Association (PECFOA), an agency comprised of senior finance executives.
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About Industry Ventures: Industry Ventures is an investment firm that makes venture capital investments and manages over $3.5 billion of institutional capital.
Sofya Pogreb
Chief Operating Officer of Next Insurance
Sofya led an accomplished career before landing at Next Insurance, including previously running the Risk group at PayPal for both North and South America. In her personal time, Sofya is hoping to get back into ballroom dancing after having been a nationally-ranked dancer in the past. Sofya has a Masters in Computer Science and BA in Management, MIT.
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About Next Insurance: Next Insurance is an online-based insurance company for entrepreneurs and small businesses.
Tom Dennedy
Partner & Chief Operating Officer of Artiman Ventures
Tom Dennedy focuses on both early and later-stage technology investments. Prior to joining Artiman Ventures in 2007, Tom was a Managing Director at Telesoft Partners, where he played an active role in more than 40 multi-stage investments and 30+ acquisitions and IPO’s. Before joining Telesoft Partners, Tom was an attorney in the Business & Technology Group of Brobeck Phleger & Harrison, LLP. At Brobeck, Tom’s general corporate and technology practice represented clients in networking, electronic commerce, software, and semiconductor industries, including venture capital and merger and acquisition work for companies such as Cisco Systems and E*Trade. Prior to Brobeck, Tom was a Captain in the U.S. Air Force, serving as a Project Officer in the Milstar Communication Satellite Joint Program Office. Tom received a J.D. from Stanford Law School, an M.S. in Electrical Engineering from MIT, and a B.S. in Electrical Engineering from the U.S. Air Force Academy. Tom has led the following investments: BayPackets (GENBAND), empower Tel (IPUnity), OnFiber (Qwest), Provide Commerce (IPO:PRVD), Xpedion Design Systems (Agilent).
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About Artiman Ventures: Artiman is an early-stage venture fund that seeks to invest in entrepreneurs that have the potential to disrupt multi-billion markets.
Mike Dutton
Private Equity COO of Capital Group
Michael J. Dutton is the chief operating officer of Capital Group Private Markets. He has 20 years of investment industry experience and has been with Capital Group for six years. Prior to joining Capital Group, he was a senior portfolio manager for the alternative investment management division of CalPERS, which managed approximately $50 billion of private equity exposure. Before that, Mike was at The Carlyle Group focusing on ex-USA private equity (Europe and Asia) before becoming chief financial officer for Europe. Earlier in his career, he was vice president of finance at Elsevier Science/Reed Elsevier and began his career at Arthur Andersen. He holds a bachelor’s degree in business administration from the College of William and Mary. He is also a certified public accountant (inactive) in Virginia.
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About Capital Group: Founded in 1931, Capital Group provides investment management services for long-term investors and is a private equity firm.
Michael Orlando
Chief Operating Officer of YapStone
Michael Orlando is the Chief Operating Officer at Yapstone.
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About YapStone: YapStone is a global provider of online and mobile payment solutions for global marketplaces and large vertical markets.
Andrew Benson
Co-Founder and COO of River Financial
Andrew Benson is the Co-Founder & Chief Operating Officer at River Financial.
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About River Financial: River Financial is a Bitcoin financial institution allowing long-term investors to buy, sell, and manage Bitcoin.
Lori Hoover-Simotas
COO & CFO of Floodgate
Lori is the CFO of Prospect Venture Partners. Lori has over a decade of venture capital experience and most recently served as Prospect’s Director of Finance since April 2008 where her responsibilities have included participating in financial operations, accounting, budgeting and financial reporting functions, producing quarterly and year-end limited partner financial and tax reports and portfolio company investment modeling. Previously, Lori served as Director of Finance for Opus Capital from 2006 to March 2008 and, prior to that, served as Controller and then Director of Finance for Lightspeed Venture Partners from 2001 to 2005. Prior to Lightspeed, Lori served a broad array of venture capital firms in her capacity as Western Region Project Manager for Analytx, Inc. Lori received a M.B.A. with a concentration in Health Care Administration from Golden Gate University and a BBA in Business Administration from the University of San Diego.
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About Floodgate: Floodgate caters to digital businesses with early, seed, and later stage venture, and debt financing investments.
Tom Terbell
COO of Rise Capital
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About Rise Capital: Rise Capital is a global investment firm that focuses on making expansion-stage investments in Internet businesses in Emerging Markets.
Sarah Rogers
Chief Operating Officer & Chief Compliance Officer of Glynn Capital Management
Sarah Rogers joined Glynn Capital in 2009 and is responsible for investor relations and marketing. She is also the firm’s Chief Compliance Officer. Her experience in finance, marketing, and entrepreneurship also provide insights for the investments, operations, and strategy of the firm. From 2004 to 2008, Sarah was a Lecturer on the finance department faculty of the College of Business at the University of Iowa, where she served as Director of the Hawkinson Institute of Business Finance. In 2001, Sarah co-founded West Lake Partners, a consulting business. From 1999 to 2001, Sarah worked in product marketing and marketing communications at Jamcracker, Inc. From 1994 to 1997, Sarah was an analyst at Goldman Sachs, where she was an early member of the High Technology group. Sarah received an MBA from the Stanford University Graduate School of Business in 1999, an MFA from the Iowa Writers’ Workshop at the University of Iowa in 2004, and an AB in Philosophy from Princeton University in 1994.
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About Glynn Capital Management: Glynn Capital Management focuses on investing in private and public technology growth companies.
Zach Miller
COO of A.Capital Ventures
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About A.Capital Ventures: A.Capital Ventures is an early stage venture capital firm investing in consumer and enterprise technology companies.
Mitch Kitamura
Managing Partner and COO of DNX Ventures
Mitch launched JAIC’s US investment arm in 2000, and brings a comprehensive background in business expansion between Asia and the US, having invested across 30 startups. Prior to Draper Nexus, his investments have yielded 3 successful M&As – Solidcore (Symantec), W.I.S Technologies (Micronas), Cerberian (Blue Coat Systems), and 2 IPOs – Mediaplex and Fortinet. Mitch Kitamura serves as a Board Observer/Director at MobilePeak Systems, Analogix Semiconductor, and GCT Semiconductor. At Draper Nexus, he specializes in Consumer/ Enterprise Internet Services and Mobile in the US and Japan. Prior to JAIC, he held various positions at JETRO New York, including working closely with local/state government in expanding US companies into Japan. He has a Bachelor of Commerce degree from Curtin University of Technology in Australia and an MA in Economics from Boston University.
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About DNX Ventures: DNX Ventures is an early stage VC firm focusing on B2B Startups that are shaping industries and transforming the way we live and work.
Ijaz Anwar
Co-Founder & Chief Operating Officer of Payactiv
Ijaz Anwar brings extensive experience with previous tenure at GreenDot / GoBank, Unidos Financial Services, FIS, Certegy, Chex Services, and Hyatt Hotels. From running business units generating over $200 million in annual revenue to working as a bookkeeper at Dixi Cola in Dubai, Ijaz has done it. Payactiv is not just another job; it is a new frontier for Ijaz to create and manage innovative solutions that will empower millions financially worldwide. Ijaz holds a Bachelor of Science in Hospitality Management. He also has a minor in accounting, and though he passed the CPA exam, his entrepreneurial spirit led him away from the accounting field.
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About Payactiv: Payactiv helps put financial wellness within reach.
Valerie Shen
Partner and Chief Operating Officer of G2 Venture Partners
Valerie Shen is the Partner and Chief Operating Officer at G2 Venture Partners.
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About G2 Venture Partners: G2 Venture Partners invests in emerging technology companies that digitize traditional industries and drive market transformations.
David Kang
Co-Founder & COO of Keeper Tax
David Kang is the Co-Founder and COO at Keeper Tax.
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About Keeper Tax: Discover the tax write-offs you’ve been missing
Sami Tellatin
COO and Co-Founder of FarmRaise
Sami Tellatin is a Co-Founder and COO at FarmRaise. Sami worked at the USDA Sustainable Agriculture Research & Education program and the University of Missouri-Extension before enrolling in the joint MBA/MS program at Stanford. Her prior work focused on soil health practice adoption across Midwestern row crop acreage. She has experience working on farms in both Missouri and Costa Rica and for a large agribusiness cooperative.
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About FarmRaise: FarmRaise is a digital platform that offers financial resources for farmers and ranchers to make on-farm improvements.
Patrick Gannon
Co-founder and COO of BlueTape
I start, run, advise, and invest in technology companies. My experience has been in financial services (real estate, trading, credit, payments, wealth management) and technology (internet, software) companies. My passions outside of business are in math, technology, music, real estate and education. Specialties: Fintech, Investing, Acceleration, Starting Companies & Building Products MBA in Finance and Strategic Management from The Wharton School of the University of Pennsylvania, and a BS in Mathematics with Computer Science from MIT.
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About BlueTape: BlueTape is a payment and financing platform for the construction industry.
Quinten Farmer
COO of Even.com
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About Even.com: Even is the leading responsible on-demand pay platform helping companies reimagine the way they pay so people can live the lives they want.
Chris Kline
COO and Co-Founder of Bitcoin IRA
A Denver, Colorado native, Chris Kline joined Fortress Gold Group as a partner and Director of Operations in 2012. Chris drove the operations strategy and execution that lead to the company becoming an Inc 500 leading provider in gold and silver for IRAs. Following his success in precious metals, he was challenged to develop a way for individuals to directly invest in Bitcoin for retirement. Together with Camilo Concha and Johannes Haze, Kline co-founded Bitcoin IRA, and Kline then developed the process and exclusive partnerships to create a full-service, turnkey solution allowing investors to capitalize on the rapidly growing digital currency marketspace for their retirement portfolio while maintaining full IRS compliance. Kline holds a degree in International Finance and Leadership from the University of Colorado, Boulder. He is a contributing writer at Forbes Finance Council and FX Empire, among other publications.
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About Bitcoin IRA: The world’s largest cryptocurrency IRA platform that allows customers to purchase Bitcoin and other crypto for their retirement accounts
Nimish Shukla
Co-Founder and COO of LifeRaft
Nimish Shukla is the Co-Founder and COO of LifeRaft. He is a former Co-founder and COO at Blueprint Income where he led operations, sales and account management. Nimish is a CFA Charterholder and licensed fixed annuity producer. Prior to co-founding Blueprint Income, he advised companies on M&A, capital markets, and financing transactions at the Stifel Nicolaus Weisel investment bank. He holds a Wharton MBA, MA in International Studies from the University of Pennsylvania and a Bachelor of Business Administration in Finance and Economics from the College of William and Mary.
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About LifeRaft: LifeRaft is an insurtech company that offers supplementary health insurance products for patients.
Khaled Nasr
General Partner and Chief Operating Officer of InterWest Partners
Khaled Nasr, partner, InterWest Partners, focuses on investments in the data center and communications sectors, including systems, software and semiconductors. From 2000 through 2005, Khaled Nasr invested in information technology companies for Alta Partners. Prior to that, Khaled Nasr spent 16 years with start-ups in the networking and telecommunications industries. Khaled Nasr was president and chief executive officer of FlowWise Networks; general manager and vice president of Ipsilon Networks; chief operating officer of Advanced Computer Communications (ACC); vice president, marketing and services, Premisys Communications; and vice president of network services, Newbridge Networks. Khaled Nasr holds B.A. and M.A. in mathematics and social and political sciences from Cambridge University.
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About Aryaka Networks, InterWest Partners: InterWest invests an average of about $7 – 15 million over the span of their involvement with each company in their portfolio.
Debe K.
Founder & COO of ManageCasa
Debe has a diverse entrepreneurial background that includes operational startup experience in various industries for almost 20 years. She is a long-time homeowner and was a commercial real estate tenant for almost 20 years.
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About ManageCasa: The leading intuitive, interactive and automated software for property managers, associations and landlords.
David Wolmer
Partner, Co-Chief Operating Officer & General Counsel of Levine Leichtman Capital Partners
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About Levine Leichtman Capital Partners: Levine Leichtman Capital Partners is a private equity and venture capital firm.
Cinthia Sheu
COO of Vivo Capital
Cinthia Sheu serves as the Chief Operating Officer of Vivo Capital.
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About Vivo Capital: Vivo is a global investment firm focused on healthcare with approximately $5.8 billion in AUM
Francesco DeParis
COO of Mirror Contracts
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About Mirror Contracts: Mirror is a financial contracts platform that provides hedging instruments to OTC markets
Phillip Ahn
Chief Financial Officer & Chief Operating Officer of B. Riley Financial
Phillip Ahn is Chief Financial Officer and Chief Operating Officer of B. Riley Financial Inc. and its subsidiary, Great American Group, LLC. Mr. Ahn has spent over 20 years in the financial services sector, beginning his tenure with Great American Group in 2010 as Senior Vice President of Strategy and Corporate Development. Prior to joining Great American Group, Mr. Ahn served as Vice President at middle market private equity firms Altpoint Capital Partners and Stone Tower Equity Partners where he helped manage several of the firms’ majority-owned portfolio companies. Prior to that, he held positions at the NY State Common Retirement Fund, Salomon Smith Barney, CIBC World Markets and Standard & Poor’s J.J. Kenny division. Mr. Ahn received his Bachelor’s degree in Economics from the University of Michigan and his Master of Business Administration in Finance from Columbia University. Mr. Ahn is a Chartered Financial Analyst (CFA) and a member of the NY Society of Security Analysts.
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About B. Riley Financial: B. Riley Financial is a diversified provider of financial and business advisory services.
Yuliya Tarasava
Co-Founder & Chief Operating Officer of CNote
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About CNote: CNote is a financial services company that specializes in impact investing, financial inclusion, investing, and foundations.
Daniel Jung
Co-Founder & COO of Branch International
Daniel leads Branch’s product development and engineering organizations. Before co-founding Branch, Daniel held senior roles in product management and business development strategy at Kiva.org.
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About Branch International: Branch offers mobile financial services across emerging markets to spur human potential.
Eric Burton
COO, President, and Co-founder of SeedFi
Eric Burton is the senior director of product innovation at [Insikt, Inc.](https://www.crunchbase.com/organization/insikt-inc-#/entity), a white label loan origination and investing platform that enables any brand to lend to its customers and any accredited investor to invest in consumer loan portfolios. Prior to Insikt, Inc., he was a director and the general manager for consumer installment loans at [Oportun](https://www.crunchbase.com/organization/progreso-financiero#/entity). Burton holds a bachelor’s degree and a master’s degree in mechanical engineering from The University of Texas at Austin.
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About SeedFi: SeedFi is a financial health startup that provides financial products to underserved Americans.
Christopher Grey
Co-Founder & Chief Operating Officer of CapLinked
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About CapLinked, TransitNet: CapLinked offers a cloud-based platform for coordinating on asset sales, financings, mergers and acquisitions with secure workspaces.
Clayton Fossett
COO of ChimpChange Mobile Banking
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About Change Financial, ChimpChange Mobile Banking: Mobile Banking with two key value propositions. ChimpChange is more useful than your traditional bank, without the hidden fees.
Vadim Slavin
Co-Founder & COO of Startup Monthly
Vadim Slavin is the Director & Verifications Platform at GlobaliD.
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About GlobaliD, Growth Marketing Conference, MonthlyVentures, Startup Monthly, Startup Socials: We are a global organization helping entrepreneurs create successful tech startups
Scott Langmack
COO of KUKUN
Tech startup CEO and enterprise CMO with experience in B2C and B2B businesses ranging from startups to growth companies to Fortune 50 global leaders. Expertise in leading high-performance teams who build powerful global products and brands. Early career executive experience with Microsoft, Pepsi-Cola and others. Two-time entrepreneur/founder. One success/successful exit. One miss. Avid home designer and builder.
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About ConnectUp Inc., KUKUN: Kukun is an originator of property data and predictive analytics delivering superior valuations and forecasts
Mark Worsey
Executive Vice President & Chief Operating Officer of MyVest
Mark joins GoGrid with more than 25 years of repeated success in product innovation and operational scale. In 2013 Mark was promoted to COO, EVP Technology. Since 2010, Mark has served as GoGrid’s CIO & EVP Technology, responsible for R&D, Technical Operations, Customer Service, and IT. Previously, he was CIO & Global VP Technology for Blackhawk Network, with responsibility for driving the technology platform strategy and global network operations for this prepaid and gift card payments processing leader. Mark has also held CIO and VP leadership positions at several startups, including Xign Corporation, a leader in SaaS-based supply chain automation and receivables factoring (acquired by JPMorgan Chase) as well as Netscape Communications (including executive positions at AOL and Time Warner resulting from those acquisitions). As the VP Engineering & Operations at Netscape, Mark delivered a series of first-ever online services, including MyNetscape, Netcenter, and the Netscape General Store. Mark also served as Associate Partner at Andersen Consulting (Accenture) with more than a decade of large-scale, multi-year systems development initiatives. He has a Bachelor of Science in Computer Science from Purdue University.
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About MyVest: A financial technology pioneer, MyVest combines best practices in wealth management with with best-in-class technology.
Brian Kissinger
Co-Founder & COO of The Aria Group
Brian Kissinger is Co-Founder & COO at The Aria Group.
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About Biohemp Industries Inc., The Aria Group: The Aria Group is a passive real estate investment firm.
Jan Sweetnam
Executive Vice President, Western Region Chief Operating Officer of Federal Realty Investment Trust
As executive vice president – Western Region chief operating officer, Jan Sweetnam, oversees the asset management, operating and development activities for the Trust’s West Coast portfolio, which represents nearly 5.5 million square feet of real estate and approximately 625 multi-family units. He also serves as a member of the Trust’s executive and investment committees. Mr. Sweetnam, a seasoned executive with more than three decades in the industry, joined the Trust in 1997 holding positions in acquisitions and development. Prior to this, he was vice president, director of acquisitions with CB Richard Ellis Investors. He was responsible for the acquisition of investment properties in the Midwest and Southwest regions of the United States for pension fund clients such as the State of Utah, Building Investment Trust and CalPERS. Mr. Sweetnam joined CB Richard Ellis Investors in 1990 where he also served as portfolio manager for community shopping centers, marketing director for urban office buildings and leasing director for industrial properties. From 1986 through 1988 he was employed by Julien J. Studley as a real estate investment sales broker in Los Angeles. Mr. Sweetnam received a Master’s in Business Administration and Bachelor of Arts from the University of California at Los Angeles. He is an active member of the Northern and Southern California real estate committees.
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About Federal Realty Investment Trust: Federal Realty Investment Trust is a company that specializes in real estate management services.
Yang Cao
Chief Operating Officer and Chief Technology Officer of Yirendai
Yang Cao brings with him more than 19 years of experience in building, scaling, and growing successful technology companies in both Silicon Valley and China. Prior to joining Yirendai, Mr. Cao was the general manager of Asia-Pacific operations at xAd, a leading mobile location advertising technology platform, where he led the efforts to start, build, and grow xAd’s technology and business in the region. Prior to that, Yang Cao served as chief technology officer of Zhubajie Network, where he joined through the acquisition of Julu Mobile, a mobile technology company co-founded by him. Cao also served as chief technology officer of WhitePages, and held technology executive positions at TokBox and StarCite. Yang Cao brings with him more than 19 years of experience in building, scaling, and growing successful technology companies in both Silicon Valley and China. Prior to joining Yirendai, Mr. Cao was the general manager of Asia-Pacific operations at xAd, a leading mobile location advertising technology platform, where he led the efforts to start, build, and grow xAd’s technology and business in the region. Prior to that, Yang Cao served as chief technology officer of Zhubajie Network, where he joined through the acquisition of Julu Mobile, a mobile technology company co-founded by him. Cao also served as chief technology officer of WhitePages, and held technology executive positions at TokBox and StarCite. Yang Cao received Master of Science degree in Electrical Engineering from Stanford University, and Bachelor of Science in Physics from Peking University.
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About Yirendai: Yirendai is the consumer finance arm of Chinese peer-to-peer (P2P) lender CreditEase.
Scott Griest
COO of PrimaHealth Credit
Fintech entrepreneur & sales-focused executive that thrives in a leadership role. Proven ability for recruiting high-performing team members to scale organizations resulting in multiple exits. Experience in raising over $100M in debt & equity. Currently, Chief Operating Officer of PrimaHealth Credit, a fintech disruptor in patient-finance that came out of stealth in August 2019. Previously, drove American Finance Solutions’ growth to achieve the Inc5000 List in both 2013 and 2014 followed with its acquisition by North American Bancard, one of Nation’s largest payment processors. Prior to starting American Finance Solutions, founded a successful retail financial service company in Southern California. In addition, hold equity stakes in several businesses contributing both capital and entrepreneurial expertise. Investor & advisor in projects ranging from real estate, restaurants, film production & technology-focused start ups in a diverse range of industries.
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About PrimaHealth Credit: PrimaHealth Credit is a FinTech platform empowering healthcare providers to offer payment solutions to the credit-challenged and underbanked
Kurt Oeler
COO of Jacobi
Kurt Oeler is the COO of Jacobi. Prior to joining Jacobi, Kurt helped launch online brokerage firm optionMonster, which was acquired by private equity firm General Atlantic in 2014.
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About Jacobi: Jacobi is a platform that enables investment managers to customize and scale multi-asset portfolio design.
Virginia Robbins
COO & EVP of California Bank of Commerce
Virginia Robbins is a resident of Alameda, California. She reports to the Chief Executive Officer and is a member of the Bank’s Executive Management Committee. She oversees all non-credit operations, including retail operations, item and data processing, backroom operations, human resources, and facilities. Ms. Robbins also oversees the Bank’s internal audit program for compliance with all banking laws and regulations. Ms. Robbins has extensive experience in bank operations, information technology and compliance in small to mid-sized organizations. Most recently she served as Executive Vice President and Chief Operating Officer of North Bay Bancorp and its subsidiaries, The Vintage Bank and Solano Bank, where she directed the unification of the branch operations and restructured IT and HR operations. As Chief Information and Operations Manager and a member of its executive team at Chela Education Financing, Ms. Robbins created and delivered the products and services needed to meet the company’s aggressive growth objectives. Ms. Robbins served as Executive Vice President and Chief Information Officer of CivicBank of Commerce where she held numerous positions overseeing information technology, human resources and wire room operations, ending as Chief Information Officer and assisted in the sale of the Bank to City National Bank. Active in the community, Ms. Robbins serves as Chairman for Goodwill Industries of the Greater East Bay, and is a volunteer for Habitat For Humanity East Bay, and for St. Mary’s College. Ms Robbins previously served as a columnist for Computerworld Magazine. Ms. Robbins earned a B.A. degree in Mathematics and Economics from Boston University and a MBA from St. Mary’s College of California.
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About California Bank of Commerce: Businesses face many challenges, but they believe banking shouldn’t be one of them.
Alberto Rios
COO, Vice President of Operations and Technology of Refinancia
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About Refinancia: Refinancia is provide alternatives to people looking for specialized credit solutions through financial reactivation options.
Alberto Rios
COO, Vice President of Operations and Technology of Refinancia
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About Refinancia: Refinancia is provide alternatives to people looking for specialized credit solutions through financial reactivation options.
Ben Griefer
COO of Maverick Payments
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About Maverick Payments: Technology-focused full-service payment processor.
Dave Jefferds
COO and Co-Founder of DealVector, Inc.
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About DealVector, Inc.: The first global fixed income asset registry & identity-protected communication platform.
Kenton Chow
COO of FLG Partners
Ken Chow joined Wine.com as the Chief Financial Officer in 2011 and brings over 25 years of experience in high growth public and privately held companies. Prior to joining Wine.com, he was the Chief Financial Officer at a number of high technology companies in Silicon Valley, including Aurora Networks, Catena Networks and Cobalt Networks. Ken’s experience includes leading a successful IPO, mergers and acquisitions, including Sun Microsystems’ $2 billion acquisition of Cobalt Networks, and over $350 million raised in multiple equity and debt financings. He also held senior financial management positions at Sun Microsystems, Symantec, Bay Networks and PriceWaterhouseCoopers. Ken is a CPA and holds a MBA and B.S. in Finance from Santa Clara University.
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About FLG Partners, Jumio: FLG Partners is a provider of C-suite, interim part-time and full-time Chief Financial Officers for companies from startups to Fortune 100s.
Maurice Mizrahi
COO & Co-founder of Tashe
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About Tashe: Tashe offers cryptocurrency and fiat money liquidation services.
Andy Mirza
Co-Founder & COO of Coastline Capital Fund Management
Andy Mirza has been working with Mr. Irwin in buying, selling, and liquidating Non-Performing Notes since 2014. Andy focuses on the active management of NPN’s and keeping fast moving timelines towards the various liquidation outcomes.
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About Coastline Capital Fund Management: Coastline Capital Fund Management is an asset acquisition and management company focused on the residential non-performing loan.
Louis VanZijl
President & Chief Operating Officer of GuidedChoice
Louis is a key member of the executive team, involved in strategic management initiatives as well as leading day-to-day operations. He is responsible for driving the company to achieve and surpass sales, profitability, and business objectives. Before joining GuidedChoice, Louis developed and implemented many Salesforce, ERP and financial and management reporting solutions, and spearheaded SOX compliance efforts as an early adopter. He is a former PwC advisory consultant and Director of Corporate Finance with Exar.
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About GuidedChoice: GuidedChoice is an independent advisory firm focused on helping people retire.
Glen T. Tsuma
Secretary, Director & COO of CalFirst
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About CalFirst: California First National Bancorp (NASDAQ: CFNB) is a diversified financial services company with two primary businesses .
Jags Krishnamurthy
Chief Operating Officer of Object Edge
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About Object Edge: Object Edge offers a range of IT strategy, software consulting, and software development services and solutions.
Rick Burnes
COO of Agriculture Capital
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About Agriculture Capital: A Practical Model for Regenerative Food
Nikul Patel
COO of Home-Account
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About Home-Account: Home-Account is a mortgage-finding service enabling borrowers to save money and make smart mortgage choices.