Ben Weiss Email & Phone Number

Zurich, CH

New York City, New York, US

Lead Mentor to Alloy (2015), Lifesaver (2019)Mentor to ChatID (2011), Morty (2016), Narmi (2017), Waffle Insurance (2018), HoneyFI (2018), Novo (2019), Cogni (2019), Wise/Solid (2019)

Seattle, WA, US

Drove adoption of AWS in the global banking sector by developing relationships across financial institutions, from disruptive early-stage FinTech startups through systemically important banks

San Francisco, California, US

• Executed strategy for lending, banking and money movement at Carta, including full business plan, key priorities, partnerships, and budgeting requirements
• Led team of 24 people to support product, operations, engineering, and business development
• Managed RFP process to source partner bank, core infrastructure, and data vendors for KYB/KYC/AML and underwriting
• Launched Capital Call Lending product for Venture Capital firms in partnership with CoastalCommunity Bank on April 2, 2020, resulting in $100M+ in new loans by June 2020
• Built PPP lending program in partnership with Coastal Community Bank, originating over 100 loans for startups and related clients of Carta during COVID-19 epidemic
• Built PPP lending program in partnership with Coastal Community Bank, originating over 100loans for startups and related clients of Carta during COVID-19 epidemic

New York, NY, US

• Two Sigma Insurance Quantified
• Led strategic planning at Two Sigma Insurance Quantified, a P&C insurance software subsidiary built on the premise of bringing data science and advanced technology to the industry
• Researched P&C insurance for small and medium sized enterprises, including evaluation of underwriting practices, technology and data usage, and opportunities for improvement Documented and communicated 18-24 month.
• Drove 3rd party data collection, processing and incorporation into several use cases across application prefill, underwriting, and ongoing risk monitoring services for Top 5 P&C InsurerSightway Capital, a Two Sigma.
• Partnered with David Saltzman to research and develop a plan for a middle market / growth equity fund, focused on creating good jobs in the United States
• Developed initial metrics to account for measuring social impact, with an emphasis on tangible, repeatable, and objective measurement

Fort Lee, NJ, US

• Built stealth-mode everyday banking service, particularly product definition, design, communications, and various operations challenges; Hired and managed startup team of 15+ people, as a standalone business and.
• Development of a new backend core banking and accounting system on Microsoft Azure, linked to our processors and various payment networks, and offering API interfaces for front-end and third-party use
• Foundation of a compelling value proposition for everyday consumer banking (credit, deposit, savings, wealth) that would still achieve ROE in the high teens
• Design of thoughtful new banking application that would thoroughly replicate or replace services typically offered only in-branch or on the web
• Partnerships with Card Network, Processors, Card Manufacturers/Producers, and a variety of technology vendors that gave us the best opportunity to launch and grow our business
• Compliance and risk management processes, procedures, and policies

New York, NY, US

• Led sourcing and diligence efforts for fintech, analytics, robotics, mobile and other technology segments for the team, leading to one investment in Glide Ltd, a mobile video messenger application, and multiple special.
• Organized research efforts and strategy for venture fund investments in specific technology segments; Managed discussions with multiple funds and facilitated related diligence
• Built business plan and team for consumer banking startup that was accepted to inaugural Yodlee Interactive Incubator in SF in Nov 2014

Jersey City, NJ, US

• Led business development efforts in APAC region, particularly Southeast Asia and Australia, including partnerships with NCS and ST Electronics, sales effort at large customers in financial services, hospitality.
• Managed partnership with Amdocs in the Communications vertical globally, including joint-sales effort with Client Business Executives and joint-development of Amdocs Insight Platform for Big Data Analytics
• Co-led fund raising efforts in Round B fundraise, including meetings with traditional private equity and venture capital funds, venture debt funds, sovereign wealth funds, and strategic investors, ultimately.
• Oversaw ongoing investor relations, including monthly reporting, quarterly board meetings, interim/strategic meetings, and strategic advisory for our business units and sales organization
• Advised and supported CEO and executive leadership in strategic cost cutting measures, lead generation and sales process, evaluation and management of Workday HCM and Financial Management system, and financial planning.

New York, US

• Led strategic distribution partnerships with several key partners, including Thomson Reuters, Bloomberg, CNN, Dow Jones, Markit, Factset, Capital IQ, Financial Times, Google, and Microsoft
• Built product for equity research firms to share content on StockTwits in a compliant and trackable manner, and signed pilot partners from S&P Capital IQ, FXCM, and several smaller firms
• Support corporate services business through partnerships with NASDAQ, Thomson Reuters, and Broadridge, and engagement with PR firms, such as Edelman and Burson Marstellar
• Authored board decks, financial models, pipelines, and product strategy for first 18 months
• Sourced and/or supported angel investments for Social Leverage (Howard Lindzon), including eToro, BillGuard, & Klout

Menlo Park, CA, US

• Due Diligence & Deal Dynamics
• Conducted financial, operational and technical due diligence efforts on several deals across the consumer internet, enterprise software and financial technology spaces; Ultimately led to our largest investment in 2009.
• Led efforts of investigation alongside VP Sales, COOs, CFOs, and CEOs in assessing historic and projected performance through deep-dive review of top-line growth, scrutiny of costs and expenses, and full appraisal of.
• Organized FinTechIsrael forum for startups in the financial technology space to connect with investors and industry professionals from Israel and abroad; With support from Greylock, Tel Aviv University and DS Apex M&A.
• Supported partner in London in increasing deal flow from across Europe by more than 5x, including several deals that went through significant due diligence scrutinyAdvising Portfolio Companies
• Supported Payoneer, WebCollage, WeBook, and Celeno on several strategic and marketing endeavors

Jersey City, NJ, US

• Analytical & Problem Solving Skills
• Assessed the prepaid card space and potential entry points for credit card client, including a review of potential markets, competitor offerings, and potential synergies with pre-existing products; resulted in capital.
• Developed a process for evaluating new and ongoing IT projects at credit card client, leveraging investment methodologies from private equity, leading to an immediate 100% increase in ROI
• Recommended and implemented the formation of a business unit to centralize print production at insurance client, following thorough study of competitor business practices; Developed process maps and job descriptions.
• Led a team of four consultants and three Vice Presidents from multiple business units in assessing and delivering both online and live training at credit card client, covering a series of new government regulations, to.
• Reviewed web-based training program and developed comprehensive improvement plan; Managed technology implementation team, including web developers in India and China

New York, NY, US

• Quantitative Skills
• Evaluated market size and share of global securities industry for Market Data client; identified trends and provided guidance on new market entry in Order Management/Routing and Market data businesses; led to.
• Supported the development of an emerging stock exchange in the Middle East, including several modeling exercises around daily volume, order management and clearing requirements using historic and regional statistics
• Participated in market data usage and spend review at two Investment banking clients (all divisions); Modeled usage patterns based on employee interviews and usage data, proposed and implemented savings of.
• Participated in several new client pitches, acting as a key salesman of our market data rationalization projects to investment banking clients
• Led internal training efforts for new analysts and associates on finance topics, including equity, fixed income, foreign exchange and commodities markets, derivatives, order management/routing and market data systems

New York, NY, US

New York, NY, US

Mba, Strategy, Finance, Entrepreneurship

B.S., Operations Research And Industrial Engineering

Mechanical Engineering And Psychology (Summer Programs)