Joseph Rahn

Joseph Rahn Email and Phone Number

Business Strategy and Development @ Klaviss
Palo Alto, CA, US
Joseph Rahn's Location
Palo Alto, California, United States, United States
Joseph Rahn's Contact Details

Joseph Rahn work email

Joseph Rahn personal email

About Joseph Rahn

With over 14+ years of experience in the financial services industry and 8+ years in management and operations, I am a creative and innovative entrepreneur who strives to make a positive impact on the world. I founded The Purple Pipe Company, a small business that specializes in the delivery and application of recycled water for landscaping and construction purposes. I have a strong background in traditional and alternative investments, cryptocurrency trading, and business development. I have a C27 contractor's license, and have had Series 7, 63, and 65 certifications. I leverage my skills in investment analysis, business strategy, portfolio analysis, and cryptocurrency analysis, to diversify and optimize revenue streams and investments. Recently I've been working in business development for DwellFi, a fintech startup in Palo Alto. DwellFi is a SaaS platform focused on modernizing private fund administration. Private funds (VC/PE/RE/Hedge, etc.) use DwellFi for fund admin and reporting, which systematically reconciles asset data, fund performance, and LP data to enable a liquidity marketplace for their previously illiquid investments.

Joseph Rahn's Current Company Details
Klaviss

Klaviss

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Business Strategy and Development
Palo Alto, CA, US
Joseph Rahn Work Experience Details
  • Klaviss
    Business Strategy And Development
    Klaviss
    Palo Alto, Ca, Us
    View
  • Dwellfi
    Business Development
    Dwellfi Feb 2024 - Present
    Palo Alto, California, United States
    DwellFi is a SaaS platform focused on modernizing private fund administration. Private funds (VC/PE/RE/Hedge, etc.) use DwellFi for fund admin and reporting, which systematically reconciles asset data, fund performance, and LP data to enable a liquidity marketplace for their previously illiquid investments.
    View
  • The Purple Pipe Company Llc
    Operations Manager
    The Purple Pipe Company Llc Mar 2015 - Dec 2023
    Palo Alto, Ca
     Founded and built a small business which specializes in the delivery and application of recycled water for landscaping and construction purposes. Managed day-to-day operations including the dynamic scheduling of daily operations and worker assignments. Designed and built small scale title 22 compliant integrated alternative (recycled) water systems. Tasked with outward facing potential clients, industry groups, dealing with customer satisfaction, and managing weather events/crises. Acted as primary point of contact for current customer service and communications. Handled all new account prospects and including drafting presentations, estimates, and contracts. Onboarded new employees and trained them on company procedures and compliance with rules and regulations. Oversaw company finances and managed cash flows including AR/AP.  Organized and gave special marketing presentations to city public works, utilities, and council members.  Attended and presented at community fairs, workshops and informational events. Designed company logo, flyers, and website (www.purplepipeco.com).
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  • Lpl Financial
    Investment Advisor Representative
    Lpl Financial Mar 2012 - Jun 2016
    San Francisco, Ca
     Managed a small book of clients focused on alternative investments (commodities/currencies/crypto). Published “A Checklist for Stock Market Survival” (May 2014). Portfolio analysis - consolidated client accounts/outside holdings and calculated holistic asset and style allocation.
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  • Oppenheimer & Co.
    Senior Financial Associate
    Oppenheimer & Co. Apr 2006 - Feb 2011
     Helped actively manage a book of approx. 100 accounts by monitoring position levels and providing holistic investment analysis. Pursue in-depth fundamental and technical analysis of companies, including identifying trading opportunities with asymmetrical risk. Indicated and allocated IPO and syndicate deals to customer accounts. Trade execution and reconciliation.
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  • Bear Stearns & Co.
    Trading Associate
    Bear Stearns & Co. Oct 2002 - Apr 2006
    San Francisco, California, United States
     Supported an investment advisor who worked with approx. 30 hedge funds focusing on technology stocks (bearish bias). Large trade execution and reconciliation. Executed, reported, and reconciled a variety of institutional block orders for a number of hedge fund clients.Client Management Representative/Assistant to Branch Manager Assisted brokers with questions and problems regarding business applications. Handled daily production reports and commission adjustments. Created broker/branch evaluation reports. Proctored conference calls and meetings with analysts and third-party product vendors. Developed data reports for management, sales teams and large customer accounts. Researched investment products, money managers, and public/private equity firms. Trained brokers on all PCS proprietary software and automated trading.

Joseph Rahn Education Details

Frequently Asked Questions about Joseph Rahn

What company does Joseph Rahn work for?

Joseph Rahn works for Klaviss

What is Joseph Rahn's role at the current company?

Joseph Rahn's current role is Business Strategy and Development.

What is Joseph Rahn's email address?

Joseph Rahn's email address is jr****@****ail.com

What schools did Joseph Rahn attend?

Joseph Rahn attended Occidental College, Palo Alto High School.

What are some of Joseph Rahn's interests?

Joseph Rahn has interest in Exercise, Sweepstakes, Home Improvement, Donor, Reading, Sports, Home Decoration, Health, Cooking, Gardening.

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