Smartleaf Inc. | Personalized and Tax-Optimized Portfolios Made Simple | Icebreaker

Sign up or Log in

Teams

System

Smartleaf Inc. | Personalized and Tax-Optimized Portfolios Made Simple | Icebreaker

Smartleaf Inc. | Personalized and Tax-Optimized Portfolios Made Simple

Smartleaf Inc. | Personalized and Tax-Optimized Portfolios Made Simple

Smartleaf is an automated portfolio rebalancing platform, designed to deliver exceptional tax-optimized management and customizations at scale.

4 members

Contact info

Link

smartleaf.com

Members

•

AI Practitioner | Bringing GenAI Apps to Production | ex-AWS, ex-J&J

Nico Kadel-Garcia

•

35 years of industry and research experience, from designing laboratory instruments to building Beowulf clusters and everything in between. Specialties: Free and open source software integration for production use, especially Red Hat Linux. Packaging software and configurations for modular deployment. Systems integration, especially 3rd party software and kernel changes. Translating devloprment tools and business requirements into reliable, safe, supportable software..

•

As a Senior Learning and Development professional with a near decade of experience in corporate L&D, instructional design, talent development, and learning operations, I specialize in building scalable learning ecosystems for global teams across the tech, finance, and healthcare sectors. I have successfully led Learning Operations and developed hybrid learning strategies, eLearning programs, and in-person workshops aligned with business KPIs. My core competencies include: • Instructional design • Learning strategy • Leadership development • Onboarding programs • Training needs analysis • Organizational development • Talent development and performance enablement I’ve worked closely with HRBPs and senior stakeholders to align L&D initiatives with DEI, change management, succession planning, and employee engagement metrics. Tools I use daily include Articulate 360, Camtasia, Adobe Captivate, Miro, and Slack. I’m passionate about creating learning environments that drive business outcomes and empower employees. Titles I’ve held include: Senior L&D Manager, Sales Enablement Manager, L&D Manager, and Technical Writer. I earned my Master of Arts in Adult Learning & Leadership (Knowledge Delivery & Retention, Program Implementation, Learning Project Lifecycle) from Columbia University – 4.0 GPA. Los Angeles 2017-current. Open to remote. 📍

•

Full-stack developer with over 6 years of experience building scalable, user-centric applications with modern tech; significant experience working in complex codebases in the portfolio management software and crowdfunding/crypto space. Excited by opportunities climate, blockchain, mental health; open to collaborating on applying tech in ways that help the people and planet evolve. Recent graduate of Terra.do Software for Climate bootcamp Completing Tufts Impacting Investing (Catalytic Capital) graduate studies with Jeff Rosen