David Kass Email & Phone Number

● Currently in the twenty second year of operating a small business with a mission of building scalable software products for the wealth management industry ● Created an Internet-facing advisor reporting tool for viewing wealth management accounts directly from a portfolio accounting system, complete with standard & customized implementations● Constructed the Internet-facing tool to support over 70 firms with over 150,000 end users, including some of the largest broker dealers nationwide● Designed the first SOAP message library that uses XML payloads to allow users to read or write any data element from a third-party portfolio accounting system ● Supervise and mentor Application Developers/Technology Consultants in creating platforms tailored to overlay managers, external money managers and financial advisors selling SMA, UMA, and Mutual Fund Advisory products● Consult frequently with clients to help launch new UMA products, reduce wealth management operational costs, and improve trading procedures to minimize risk and errors● Designed and rebuilt a performance calculation engine that calculates daily performance returns 65% faster than existing engines

Greater New York City Area

● Constructed and supported over six systems that allowed Osprey’s sole turnkey asset management client to dramatically grow its AUM

Greater New York City Area

● Led a team of six Application Developers in supporting all aspects of the wealth management platform, subsequently increasing business and sales growth by 50% in a three-year periodApplication Developer : 1992 – 1995● Created and implemented all automated trading utilities, support tools and system solutions to facilitate large-scale SMA trading

Greater New York City Area

● Completed migration of in-house modeling software to third-party system to administer Asset Liability Matching for an $800M structured settlement line of business