David O'Connell Email & Phone Number

New York, NY, US

New York, NY, US

New York, NY, US

Harness is making bespoke tax & financial advice accessible, intuitive, and valuable through a combination of innovative technology and exceptional advisory firms. We provide a seamless and insightful tax experience alongside a marketplace of supporting services to meet the advisory needs of business & equity owners. Our mission is to help our clients.

New York, NY, US

Pavilion is a private, invitation only community of sales and marketing executives at growth-focused companies.

New York, New York, US

As an Expert, I provide strategic advice and guidance to founders and operators within the Primary portfolio and broader network. Experts enjoy access to early stage businesses, emerging trends and technology, and an expanded network of exceptional leaders, and resources through a top-tier seed-stage firm. Primary is New York City’s premier early stage.

New York, New York, US

Led sales + customer success functions responsible for client acquisition, success, retention, and revenue generation; drove $1M+ in annual revenue through consultative, tech-enabled services product.Hired, trained, and managed team members in delivery of first-of-its-kind service, identifying ideal client profiles and building new GTM motions and.

New York, NY, US

Ran revenue function for Compass New Business, overseeing M&A, customer acquisition, and strategic partnerships; responsible for launching new business lines and driving adoption of scalable add-on services. Developed acquisition-oriented growth strategy & led the acquisition of 4 title and escrow companies within a 12-month period to increase footprint to.

New York, NY, US

Served as key advisor to Founder and CEO Robert Reffkin during $370M Series G fundraise, $7B IPO (April 2021) and team and business growth from 11K+ agents to 20K+ agents serving ~50% of US population. Drove and reported on company-wide OKRs and managed creation of the 2021 Strategic Operating Plan. Worked with C-Suite leaders across Product, Engineering.

New York, NY, US

Ran revenue function for the largest market in the U.S. reporting to CRO; managed team of 9 account executives responsible for $162M in annual revenue; hired, on-boarded, trained and managed team of high performing salespeople in a complex, consultative enterprise sales motion.

New York, NY, US

Exceeded quota in all 5 quarters as an individual contributor with an average achievement of 213% to quota. Recruited top performing real estate sales teams to Compass with an average deal size of ~$500K. Partnered with CEO to launch Compass in Dallas, Texas, recruiting $62M of revenue in 12 months.

New York, NY, US

New York, NY, US

Provided legal counsel to key leaders at national and international public charities and private foundations. Drafted corporate documents including contracts, service agreements, loan agreements for program related investments, resource sharing agreements, MOUs, donor advised fund agreements, domestic and international grant agreements, applications for.

New York, New York, US

Advised a broad range of non-profit entities, including public charities and private foundations, on a variety of governance, general corporate, intellectual property and compliance matters.

New York, NY, US

Senior Associate in Tax-Exempt Organizations, representing a wide range of tax-exempt entities, including national and international public charities, private foundations, educational and health care institutions, arts and cultural organizations, research entities, social services organizations, religious organizations, trade associations and social clubs.

New York, NY, US

Associate in Mergers and Acquisitions, representing public and private clients in the chemical, real estate, media, healthcare, financial services, education, insurance and entertainment industries.Negotiated and drafted transactional documents, including stock/asset purchase agreements,shareholders agreements, disclosure schedules, confidentiality.

New York, NY, US

Jamaica, New York, US

Represented low income residents in hearings to obtain unemployment and SSI benefits, aided clients in areas of disability, landlord/tenant, and consumer law.

Chicago, IL, US

Performed due diligence for an IPO, researched acquisitions of biotech companies and dissident shareholders’ rights, drafted a legal memorandum on Canadian antitrust law, created closing documents and binders for an asset acquisition.

Houston, Texas, US

Performed account reconciliation, calculated and reviewed tax payments, charted growth of major metropolitan areas, and generated Federal Income Tax returns.

Performed valuation work, Sarbanes – Oxley compliance research, created spreadsheets on multiple stocks and indices, and performed other work in Excel.

New York, NY, US

J.D.

Bba, Finance

Ba, English, Minor Spanish

Business & Spanish Culture

H.S.