Pontera | Financial Advisor Software for 401k Management | Icebreaker

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Pontera | Financial Advisor Software for 401k Management | Icebreaker

Pontera | Financial Advisor Software for 401k Management

Pontera | Financial Advisor Software for 401k Management

Pontera enables advisors to manage and rebalance their clients’ retirement accounts including 401(k)s and 403(b)s as part of a holistic portfolio.

14 members

Contact info

Link

pontera.com

Members

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Chief Business Officer (CBO) at Pontera

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Head of Venture Growth @ Blumberg Capital | Previously: Investing Seed through Pre-IPO, Product & Analytics @ Meta, MBA @ Wharton, Math @ MIT

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Founder & Managing Partner, Blumberg Capital

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Investor at ICONIQ

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Master's in Finance Candidate at Baruch College

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Acquisitions and Development

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I'm An experienced End-to-End Data & Analytics leader with over 14 years of experience in building and implementing data strategies, leading multi-faceted analytics organizations across a wide range of Data domains including Data Engineering, Data Science, Analytics Engineering and BI, Data Analytics, and Reporting. I've built and scaled many teams sometimes from 0, within a variety of industries such as SAAS, Ad-Tech, Finance, Gaming, and more. Proven expertise in utilizing data to drive strategic direction, gain insights and inform decision-making, with a strong business acumen my teams drive impactful business decisions utilizing the organization's data.

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Experienced Implementation Manager with a strong focus on financial technology. Currently at Stripe, I lead the implementation of complex money movement systems that improve operational efficiency and support client success, primarily for VC-backed startups in the fintech space. With a Master’s in Secondary Education from Teachers College, Columbia University, and a background in teaching, I bring a unique, people-centric lens to project management and process optimization. I’m passionate about using technology to deliver seamless, scalable solutions that align with business goals and drive growth.

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