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 build confidence in the path to their best financial future.

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

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 venture firm working alongside founders to build unicorns like Alloy, Chief, Electric, K Health, Slice, and many more.

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 playbooks targeting top + emerging tech talent for career placement.Free Agency is a career + HR tech startup providing Hollywood-style representation to tech talent for the first time ever.

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 4 new states, achieving ~50% coverage of all Compass transactions.

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, Finance, Operations, Legal and HR to drive forward the CEO's key priorities. Additionally responsible for strategic direction and management of online training portal, Compass Academy; achieved 91% customer adoption with a rolling CSAT score of 4.75/5.

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.

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.

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 federal tax exemption, petitions to the Attorney General for the transfer of assets and real property.

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.

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 with matters including corporate governance and regulatory compliance, exempt organization tax issues, strategic planning, mergers, acquisitions, spin-offs, joint ventures and other business transactions.Firm Service: Co-Chair of Skadden's LGBT Attorney Affinity Group, Summer Associate mentor, mentor for Skadden Honors Program in Legal Studies at The City College of New York. Committee member of Skadden's Associates' Campaign for the Legal Aid Society (2011 - 2013).Pro Bono Activities: Sucessfully represented 6 individuals in their applications for political asylum; represented clients in uncontested divorce proceedings, Social Security/Disability hearings and name change proceedings.Professional Associations: Member of the Committee on Non-Profit Organizations of the New York City Bar Association; Member of the New York State Bar Association.

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 agreements and Forms 8-K.

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

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.

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.