Sean K. Snyder, Cfp® Email and Phone Number
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I draw upon over 30 years of experience from multiple perspectives and network around the intersection of private wealth management and the entrepreneurial/venture ecosystem. My career was built upon foundational layers of technology solution sales, independent consulting, several entrepreneurial endeavors, and private wealth management. I have served as a trusted advisor to family offices and multi-generational high net worth clients. I earned an MBA from Duke University’s Fuqua School of Business and a Bachelor’s degree in Business Administration from Southern Methodist University in Management Information Systems with an Honorary in Decision Sciences, and am a CERTIFIED FINANCIAL PLANNER ™ professional. Specialties: strategy, business development, private equity investments, wealth management, family office advisory services, risk management, investor relations, issue spotting, problem solving and connecting dots.
Angel Rock Ventures, Llc
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- angelrockventures.com
- Employees:
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Founder & CeoAngel Rock Ventures, Llc Feb 2016 - PresentFamily Office ServicesCertified Financial Planner TMContact us to schedule a confidential discussion about questions relating to:Core & Alternative Investments, Angel & Venture Investment Monitoring, Concentrated Position Risk & Liquidity Planning*, Equity Compensation Advice, Tax & Estate Planning Strategies, Qualified Small Business Stock (QSBS) and Opportunity Zone (OZ) tax review, Family Office Services, Lifestyle Needs & Philanthropic Interests. contact: advice@angelrockventures.com*Private Securities offered through Emerson Equity LLC, Member FINRA/SIPC (FINRA.org / SIPC.org)
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Chief Strategy OfficerEmerson Equity Llc, Member Finra/Sipc Apr 2017 - PresentSan Mateo, CaAs Chief Strategy Officer, Sean Snyder focuses on identifying and evaluating growth opportunities within the Emerson Equity ecosystem. Sean brings over 25 years of experience from multiple perspectives in the financial services, technology, and entrepreneurial/venture landscape. Sean earned his MBA from Duke University’s Fuqua School of Business and BBA from Southern Methodist University. Sean holds FINRA series 7, 24, 79, 63, 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. -
Finra Investment Banking Representative, General Securities Representative & Supervising PrincipalEmerson Equity Llc, Member Finra/Sipc Nov 2012 - PresentSan Mateo, CaLicensed private placement transaction expertise to help facilitate early liquidity for shareholders and company secondary transaction needs; select placement agent fundraising projects. Supervising Principal of other Registered Representatives. www.finra.org / www.sipc.org
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Managing Partner (+ Cfo After Oct 2014)Three Bell Capital Oct 2012 - Oct 2015Los Altos And San Francisco, CaCoordinated several key strategic relationships; served select clients as Private Wealth Manager and 401k Investment Advisor; dove into taking on the firm’s CFO role to fix Tax Matters for the LLC and Partners; led private placement efforts to generate early liquidity for private company stock holders.**Private Securities offered through Emerson Equity LLC, Member FINRA/SIPC -
Managing DirectorStrategyn, Llc And Strategyn Ventures Apr 2012 - Mar 2013San Francisco, CaIndependent contributor to business development and fundraising strategy. Founded in 1991, Strategyn is an innovation and venturing firm with an exceptional 20-year track record of launching some of the fastest-growing products in history with the world's leading companies. Strategyn Ventures is launching several portfolio companies with the roadmap guided by the patented Outcome Driven Innovation (ODI) methodology of Strategyn, LLC. -
DirectorCapital Dynamics Jan 2010 - Jun 20122550 Sand Hill Rd. Ste #150, Menlo Park, Ca 94025Managed and drove all aspects of Investor Relations with sole responsibility for the Family Office, RIA and HNW Limited Partner client base of over $1B in legacy commitments in the US; shared responsibilities for select Institutional Limited Partners and their Consultants. Fundraised and closed upon $111mm for Champion Ventures VII, a top tier Venture fund of funds. -
Independent Consultant / AdvisorSks Ventures Jan 2007 - Dec 2009San Francisco Bay AreaContributed to partnership development for Strategyn Ventures and Strategyn, LLC; Served as Supervising Principal at Growth Capital Services, a Broker-Dealer for M&A and placement agent teams; Contributed to a few start-up projects including Business Development, Consulting and Advisory roles at BuzzLogic, FOG Energy Corporation, Alacrity Homeland Group, SJ Capital, and Vyew.
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Vice President, Relationship ManagerAtlantic Trust Private Wealth Management / Stein Roe Investment Counsel Mar 2003 - Dec 2006San Francisco Bay AreaDeveloped the opportunity and won the RFP process to serve as the “outsourced CIO/CFO” function for a several hundred million dollar Multi-Family Office. Served as the primary Relationship Manager providing leadership and working closely with their Board of Directors, family, staff, clients, and trustees on asset allocation/manager selection of alternative investments, estate planning, tax, philanthropic, and lifestyle needs.
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Founder / ConsultantSks Ventures Jan 1999 - Mar 2003San Francisco And Kansas CityLed complex IT contract negotiations for American Century Investments, Cerner Corporation, and Commerce Bank as a “buyer’s advocate” reducing costs by 38% on average annually, yielding an aggregate savings of over $6mm per year going forward; evaluated and advised several entrepreneurial opportunities and became a co- founder and COO of IMWorth, Inc., a retail financial services account aggregation technology platform.
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Global Account ManagerAt&T Business Network Services 1993 - 1999Kansas CityProgressed through roles in technology sales, sales management, business development, global project management, and C-level client relationship management delivering annual revenue growth exceeding 40% resulting in an annual revenue stream of $12mm. Matrix-managed product experts as overall team leader.
Sean K. Snyder, Cfp® Skills
Sean K. Snyder, Cfp® Education Details
Frequently Asked Questions about Sean K. Snyder, Cfp®
What company does Sean K. Snyder, Cfp® work for?
Sean K. Snyder, Cfp® works for Angel Rock Ventures, Llc
What is Sean K. Snyder, Cfp®'s role at the current company?
Sean K. Snyder, Cfp®'s current role is Family Office Professional.
What is Sean K. Snyder, Cfp®'s email address?
Sean K. Snyder, Cfp®'s email address is sk****@****ail.com
What is Sean K. Snyder, Cfp®'s direct phone number?
Sean K. Snyder, Cfp®'s direct phone number is +141530*****
What schools did Sean K. Snyder, Cfp® attend?
Sean K. Snyder, Cfp® attended Duke University - The Fuqua School Of Business, Southern Methodist University.
What are some of Sean K. Snyder, Cfp®'s interests?
Sean K. Snyder, Cfp® has interest in Mobile, Clean Technology, Health Care, Consumer Internet, Enterprise Software.
What skills is Sean K. Snyder, Cfp® known for?
Sean K. Snyder, Cfp® has skills like Private Equity, Investments, Venture Capital, Strategy, Alternative Investments, Portfolio Management, Start Ups, Business Development, Financial Services, Equities, Wealth Management, Business Strategy.
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