Board Members
Competitor Board
Michael R. Bennett
Vice President, J.P. Morgan Chase & Co.
Crystal K Ho
Senior Vice President, Private Wealth Management, Morgan Stanley
Eric Vishnevetsky
Senior Wealth Strategy Associate, UBS
Steve Funk
Associate, SCI Partners
Nick Fincher
Vice President, Institutional Sales, PIMCO
Robert Licalzi
Associate, Global Technology Investment Banking Group, Barclays
Peter De Jianne
Enterprise Member Success Manager, WeWork
Naeem Muhammed
Associate, Fundamental Equity, Goldman Sachs
Jolis Rodriguez
Assistant Director of Operations , Money Works Direct Capital
Brian Kuritzky
Executive Director, UBS
Christian Schulz
Vice President, Goldman Sachs
Will McHale
Vice President, Ingalls & Snyder
Sloane Klonsky
Vice President, Global Capital Markets, Morgan Stanley
Allen Bryant
Investment Professional, Palladium Equity Partners