Brad Klaas Email & Phone Number

California, United States

San Mateo, California, Us

Austin, Texas, Us

DLP is a Banking as a Service for digital and traditional assets, which aspires to democratize investing globally.• Stood-up a digital asset exchange capable of trading, netting, and margining any asset versus any other asset in real-time. • Undertook deep market and competitive analysis resulting in cohesive GTM competitive differentiation and compelling operational/cost/risk mgt benefits focused on adopting and integrating digital assets with traditional market practices. • Co-developed next-gen banking as a service platform deliverable in days as individual or holistic services.• Executive face to U.S. and foreign regulatory authorities for digital asset exchange and custodian/broker-dealer licenses• Cultivated alliances with Fintech’s and banks as a partner for digital exchange initiatives and payment gateways.• Hired and collaborated w/attorneys on legal structure, risk mgt, and regulation. • Co-architected a highly secure, highly-usable PCI/GDPR compliant customer onboarding, trading, and custody platform.• Designed peer to peer payment system compatible with Central Banks to settle transactions in real-time (RTGS). • https://www.dlptrade.com/

Encinitas, Ca, Us

Trade-Ideas advanced SaaS market intelligence and analytics platform is democratizing investing by using A.I. and deep learning to power our community of 25,000 global customers.• Steered capital investments by aligning data science teams with product and customer success teams to uncover strategic customer insights and improve subscription conversions.• Developed a machine learning disruptive strategy that personalized and differentiated the user community experience, accelerated customer lifetime value, and increased operating margins. • Awards: Inc.’s Fastest Growing, Red Herring's Top Innovators, WSL's Best Machine Learning Trading APP.

Protego is a vertically integrated, fully regulated Trust Company built on distributed ledger technology.• Hired, as employee #1, and launched Washington State’s first Blockchain/Digital Asset Trust Company.• Guided executive team and board through business planning, product strategy, IT requirements, and regulatory filings.• Spearheaded business plan and services presentations to the state of Washington’s Financial Services governing bodies.• Awarded State of Washington’s first conditional Neobanking Charter in the first six months.• https://protegotrust.com/

Grand Rapids, Michigan, Us

PremiumMedia360 is a venture-backed AdTech company providing a two-sided data management and workflow automation/payments platform connecting TV Networks and Ad Agencies to enhance business intelligence.• Enrolled c-suite, executed deep market analysis and transformation of non-performing business strategy, products, and sales models. • Built consensus and transformed business model to acquire 100 clients, scale operations to process $1B in Ad transactions, and raise funding.

CoreOne is a Cloud software solution for global financial service orgs replacing expensive large-scale proprietary systems. Acquired by Markit in 2015.• Led acquisition and re-platforming of a global financing/analytics system. Redeployed as a SaaS solution targeting global enterprise customers.

Paris, Fr

Spearheaded comprehensive transformation of the Western U.S. business, including reinvigorating the region’s P&L, delivering customers thought leadership, leading-edge technology solutions, and financing/capital raising services, which re-shaped market perceptions.• Built and executed tactical short-term and 5 year strategic plan. Managed and mentored cross-functional teams to develop deep client relationships, secure high-value partnerships, increase deal sizes and accelerate closings.• Led sales and business development teams to deliver a 5 year 18% CAGR.• Guided the team and clients through BNP’s acquisition of BofA’s Prime Brokerage at the height of the 2008 financial crisis. Retained 97% of revenues. Secured Risk Committee approval to ensure customer survival.

Charlotte, Nc, Us

Co-launched a new division to build a multi-product two-sided e-Commerce SaaS platform for asset managers globally that is still distributed and routes 40B shares and billions of messages daily. • Owned P&L, recruited key talent, and empowered team. Accelerated customer acquisition, cultivated key partnerships, and grew platform from zero to drive $280M in annual revenues across divisions.Awards: Best Electronic Trading and Order Management Technology.

Charlotte, Nc, Us

Led all aspects of new product initiatives and corporate strategy to accelerate growth and diversify revenues for early-stage Prime Brokerage business at Montgomery Securities, acquired by Bank of America.• Created the strategies, won approval and led teams to (a.) deliver innovative and early, cloud-based applications and data center infrastructure to customers, (b.) provide customers access into European and Asian markets which enabled our teams to take on industry leaders Goldman Sachs and Morgan Stanley, and (c.) grow revenues from $50M to $350M, and expand/diversify the client base from 150 to 750 companies.

New York, Ny, Us

Executive Certificate In Artificial Intelligence

Executive Certificate In Disruptive Strategy

Executive Mba, First Year Only

Bachelor Of Arts - Ba