Bob O'Brien Email & Phone Number

San Francisco, Ca, Us

DSV Fund is an AI-focused crypto fund leveraging a fundamental investment thesis to identify and capitalize on top AI-driven opportunities within the digital asset space.Directed strategic initiatives to align investment offerings with market demand, ensuring product relevance and investor satisfaction.Built and cultivated strong relationships with institutional investors, enhancing engagement and platform growth.Collaborated with cross-functional teams to refine product offerings and support high conversion rates among prospective clients.Advised clients on portfolio construction and strategic opportunities within the fund’s differentiated investment framework.Managed investor relations, business development, and partnerships to achieve a high investor conversion rate. Strategic Advisor, Portfolio Management, Business Development, Fund Strategy and Structure, Capital Raising, Investor Relations, Strategic Vision, Marketing, Product Strategy and Positioning, Compliance and Risk Management

George Town, Cayman Island, Ky

Everclear Powers Scalable Chain AbstractionEverclear coordinates the global liquidity settlement between blockchains, solving the liquidity fragmentation. DeFi to CeFi

Providing strategic guidance on digital asset trading (spot / derivative), custody, staking, and settlement processes, including associated risks and challenges.Tokenization / RWA providing guidance and structure to grow institutional adoption and clarify utility.Protocol Treasury Management increasing institutional exposure and engagement.

New York, New York, Us

Managing and developing Institutional Crypto Sales, Product / Business Development, Corporate Partnerships, Research, and MarketingDirected launching and growing an institutional crypto marketplace, leveraging deep ecosystem knowledge to create additional revenue streamsLeveraged strategic partnerships to pivot the business model to drive innovationLed a cross-functional team, including OTC/sales, blockchain research, product development, partnerships, and marketing, to drive growth and innovationSpearheaded new growth opportunities, driving incremental revenue and accelerating time-to-market for innovative products and servicesCreating and Implementing a Product Roadmap, Establishing Priorities, and Aligning on a Creative Solution Uphold Institutional is FCA Regulated and SOC 2-compliant

Nassau, Bs

Aori is a trusted Defi Derivative Spot and Options trading platform built on the tenets of transparency. It solves for counterparty risk, a central limit order book, and member ownership.Developing the GTM strategy for Institutional Revenue adoption in DeFi. Pivoting model from Options to a Spot marketplaceLeveraging over 20 years of experience in Traditional Finance to develop products with strategy and structure that align with regulatory compliance requirements.

San Mateo, California, Us

Educate, Advise, Excite, and Instill confidence about the value of Digital Assets / Crypto Investing and the benefits of Blockchain Technology and Asset Tokenization. Created a GTM strategy to Drive Institutional adoption of BlockChain and Digital Assets across B2B / B2B2C infrastructureOwning the Sales Process from Inception, First Transaction, and Idea GenerationA vital part of the Revenue team that cross-functionally helped grow Strategy, Product Development, and PartnershipsCapital Markets - Raising Capital for Protocols, Web 3, and DeFiCap Intro - Growing Web 3 adoption through introducing the best in class Web 3 and DeFi companies to Investment ManagersCollaborate with Product Managers to drive the evolution of our SaaS Digital Asset Offering Introducing creative Investment and Treasury Management solutions - Structured Products, Swaps, Options, and ForwardsBuilding the Best in Class Digital Assets Prime Broker through driving Asset adoption, developing Strategy, framing Products, and Partnerships.

New York, Ny, Us

Head of the Western Region for RenMac – Top Ranked Quantitative Investment Research Firm Advising and Educating C- Suite and Institutional clients including RIAs, Independent Wealth Managers, Family Offices on the process of using Data and AI to reinvent the Investment Process Created a Scalable Solution to Expanded Product Growth and Distribution beyond traditional investment channels using data and technology to identify top-performing investment opportunities and construct stronger portfolios Pivoted Corporate Strategy to grow brand awareness driving double-digit returns by expanding customer base to include RIA's, Family Offices, and ConsultantsPart of the Business Development team responsible for identifying and developing key strategic products that drive our business forward

Hong Kong, Hk

Alliance and Partnership building through the introduction of Asian Focused ResearchPositively impacted customer service and profitability using market skills in risk management, market intelligence and trading strategies; made quick market assessments of fast-moving, news-driven events utilizing past trading scenarios, shadowed with present situations to find similarities and formulated trading strategies to fit the current situation.Develop business strategy and account management that maintains a profitable equity platformBusiness Strategy and Market Structure to develop and maintain equity products, across an assigned territoryWork with a diverse client base ranging from small hedge funds to multi-national money managers/institutions; continually introduce new and creative approaches to customer relationship-building including cross-selling.Cultivate and maintain customer relationships through prospecting and account maintenance.

Los Angeles, California, Us

Equity Sales Specializing in Public and Private Tech Companies Cofounding a Private Placement Division - sourcing deals, creating SPV's, and executing common and preferred stock transactions in high growth companiesEquity Sales - Continuously grow accounts, through a detail-oriented approach to relationship management and a unique ability to sell leading-edge investment ideas, for a financial services and investment firm representing individual, institutional and issuing clients.Ranked 3rd in revenue production within the first year of employmentCofounded Private Share division - worked with Institutional Investors (Hedge Funds, Mutual Funds and Family offices) to source and match them with high growth private tech companies. Providing liquidity to private investors in illiquid holdings.Cumulated transaction from zero to over $100 mill dollars, managed multiple SPV's with over 100 institutional investors

New York, New York, Us

Launched an unknown BNY brand on the west coast for a prominent investments company; leveraged innovative networking strategies and an extensive network of professional relationships to overcome recessionary market conditions. Founded and managed west coast trading desk, driving revenues of over $1M within 12 months.Utilized a unique “hybrid” approach to grow Technology and Healthcare sectors by leading both Sales Trading and Research Sales.

Us

Founding member of the trading desk and senior partner at a private wealth management firm; elevated to the role of East and West Coast team management lead with direct responsibility for grossing $150M+.Served as the head of the highest profile sector, generating upwards of $80M in commissionsInstrumental in devising and implementing key personnel and functionality decisions to create a more lucrative and productive sales environment.