
Senior Technology Advisor; Board Member
Senior Technology and Securities Industry Executive, Board Member, and Advisor, bridging legacy financial services and disruptive financial technologies. RLW provides strategic, financial, and business development advice to institutions large and small based on decades of experience building capital markets businesses and executing transactions. Big-ticket advisor, with boardroom influence, ROI orientation, and a proven track record of winning deals and developing networks of sophisticated decision makers. Board and Advisory Board Member of both emerging companies and leading financial literacy not-for-profit organization. 1. Experienced builder in traditional and dis-intermediating FinTech business models; 2. Well-versed in innovative Infrastructure Enterprise Technology solving mission critical issues; 3. Financially savvy, having corporate finance (Debt/IPO), private equity investment, and Audit Committee skills; 4. Strategic and highly networked in Financial Services, including FinTech; Enterprise and Disruptive Technology; Exchange; Innovation; and Venture/Private Equity ecosystems; and 5. Successful, based on influence, analytical skills, execution orientation, and undying persistence. Specialties: technology and financial advisory, strategy, business development, and execution.
centsai.com
loyal3.com
authomize.com
blumbergcapital.com
fidelity.com
fintechsandbox.org
jpmorgan.com
New York, New York, United States
Senior Technology Advisor; Corporate Technology Group
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
Sep 2016 - Present
New York, New York
Partner
Brock Capital Group
• www.linkedin.com/company/brock-capital
Mar 2019 - Present
New York, NY
CIO Council Member
Blumberg Capital
• www.linkedin.com/company/blumberg-capital
Sep 2018 - Present
New York, NY
Incubator Admissions Judge
MassChallenge Israel
• www.linkedin.com/company/masschallenge-israel
Jan 2020 - Present
Tel Aviv, Israel
Accelerator Admissions Judge
FinTech Sandbox
• www.linkedin.com/company/fintech-sandbox
Jul 2018 - Present
Boston
Founder
RLW Advisory LLC
Aug 2016 - Present
New York, NY
Financial Management Trainee / Treasury Analyst
American Express / Shearson Lehman
Jan 1981 - Dec 1984
nyse.com
brockcapital.com