董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Daniel Ciporin | 男 | Chairman, Chief Executive Officer and Director | 65 | 未披露 | 未持股 | 2023-03-14 |
| Jonathan Rosenzweig | 男 | Chief Financial Officer, Secretary and Director | 54 | 未披露 | 未持股 | 2023-03-14 |
| Michele Docharty | 女 | Director | 55 | 未披露 | 未持股 | 2023-03-14 |
| Ross Fubini | 男 | Director | 47 | 未披露 | 未持股 | 2023-03-14 |
| Rhonda Ramparas | 女 | Director | 47 | 未披露 | 未持股 | 2023-03-14 |
| Michael A. DeSimone | 男 | Director | 57 | 未披露 | 未持股 | 2023-03-14 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Daniel Ciporin | 男 | Chairman, Chief Executive Officer and Director | 65 | 未披露 | 未持股 | 2023-03-14 |
| Jonathan Rosenzweig | 男 | Chief Financial Officer, Secretary and Director | 54 | 未披露 | 未持股 | 2023-03-14 |
董事简历
中英对照 | 中文 | 英文- Daniel Ciporin
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Daniel Ciporin，2007年8月起，担任本公司的董事。他于2007年3月加入投资公司Canaan Partners，现为普通合伙人，专门从事数字媒体、金融科技、电子商务的投资。2006年3月至2007年3月，他担任Internet Lab的董事长；1999年1月至2005年6月，担任 Shopping.com的董事长、首席执行官。他目前是Borderfree, Inc和一些私营企业的董事。2006-2011，他曾担任Primedia Inc的董事；2007-2010，担任Corel Corporation 的董事。他在Princeton University's Woodrow Wilson School of Public and International Affairs 获得学士学位，在Yale University获工商管理硕士学位。
Daniel Ciporin,has served as Home Plate Acquisition Corporation Chairman and Chief Executive Officer and a director since Home Plate Acquisition Corporation inception in March 2021. Mr. Ciporin served as a General Partner at Canaan Partners, a leading institutional venture capital firm that was founded over 30 years ago, from early 2007 until his retirement at the end of 2020. At Canaan Partners, Mr. Ciporin specialized in financial technology, marketplaces, and e-commerce investments. While at Canaan Partners, he led investments in 19 different companies with a multiple on invested capital (MOIC) of approximately 4.3x. He was a member of the boards of publicly held Lending Club (NYSE: LC), as well as numerous private companies including ShopKeep, Bellhop, Bond, CircleUp, Ollie, Ephemeral Solutions, Inc., and JOOR among others. Mr. Ciporin has also served on the boards of several other publicly held companies, including Borderfree (where he was also chairman) (formerly NASDAQ: BRDR prior to its acquisition by Pitney Bowes International in 2015), Primedia (formerly NYSE: PRM), VistaPrint (formerly NASDAQ: VPRT), and Corel (NASDAQ: CREL). He is the former Chairman and CEO of Shopping.com (formerly NASDAQ: SHOP), where he oversaw growth from approximately zero to approximately $100 million in revenue in six years, culminating in the company's IPO in October 2004 and later acquisition by eBay (NASDAQ: EBAY) in 2005. Prior to Shopping.com, Mr. Ciporin served as senior vice president of MasterCard International, where he managed global debit services. He holds a Bachelor's Degree from Princeton University's Woodrow Wilson School of Public and International Affairs and a Master's Degree in Business Administration from Yale University's School of Management (SOM), where he also sits on the SOM Board of Advisors. - Daniel Ciporin，2007年8月起，担任本公司的董事。他于2007年3月加入投资公司Canaan Partners，现为普通合伙人，专门从事数字媒体、金融科技、电子商务的投资。2006年3月至2007年3月，他担任Internet Lab的董事长；1999年1月至2005年6月，担任 Shopping.com的董事长、首席执行官。他目前是Borderfree, Inc和一些私营企业的董事。2006-2011，他曾担任Primedia Inc的董事；2007-2010，担任Corel Corporation 的董事。他在Princeton University's Woodrow Wilson School of Public and International Affairs 获得学士学位，在Yale University获工商管理硕士学位。
- Daniel Ciporin,has served as Home Plate Acquisition Corporation Chairman and Chief Executive Officer and a director since Home Plate Acquisition Corporation inception in March 2021. Mr. Ciporin served as a General Partner at Canaan Partners, a leading institutional venture capital firm that was founded over 30 years ago, from early 2007 until his retirement at the end of 2020. At Canaan Partners, Mr. Ciporin specialized in financial technology, marketplaces, and e-commerce investments. While at Canaan Partners, he led investments in 19 different companies with a multiple on invested capital (MOIC) of approximately 4.3x. He was a member of the boards of publicly held Lending Club (NYSE: LC), as well as numerous private companies including ShopKeep, Bellhop, Bond, CircleUp, Ollie, Ephemeral Solutions, Inc., and JOOR among others. Mr. Ciporin has also served on the boards of several other publicly held companies, including Borderfree (where he was also chairman) (formerly NASDAQ: BRDR prior to its acquisition by Pitney Bowes International in 2015), Primedia (formerly NYSE: PRM), VistaPrint (formerly NASDAQ: VPRT), and Corel (NASDAQ: CREL). He is the former Chairman and CEO of Shopping.com (formerly NASDAQ: SHOP), where he oversaw growth from approximately zero to approximately $100 million in revenue in six years, culminating in the company's IPO in October 2004 and later acquisition by eBay (NASDAQ: EBAY) in 2005. Prior to Shopping.com, Mr. Ciporin served as senior vice president of MasterCard International, where he managed global debit services. He holds a Bachelor's Degree from Princeton University's Woodrow Wilson School of Public and International Affairs and a Master's Degree in Business Administration from Yale University's School of Management (SOM), where he also sits on the SOM Board of Advisors.
- Jonathan Rosenzweig
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Jonathan Rosenzweig自本公司于2021年3月成立以来一直担任首席财务官兼秘书兼董事。在加入Home Plate之前，Rosenzweig先生从2007年到2020年担任花旗集团NYSE:C的董事总经理兼美洲股票研究主管。在这个职位上，Rosenzweig先生负责北美和拉丁美洲的所有股票研究产品超过13年。在此之前，Rosenzweig先生在花旗集团担任了五年的美国研究副总监和副总监。从1993年到2002年，Rosenzweig先生是Citi Research成像部门的高级分析师，包括一系列技术，商业和消费股票。他为顶级资产管理公司和对冲基金的机构投资者提供了详细的分析、财务预测和投资建议。在他的职业生涯中，他覆盖了Adobe、Macromedia、Electronics for Imaging、3M、Xerox、Ikon Office Solutions和Eastman Kodak等公司。从1997年到2002年，Rosenzweig先生每年都在《机构投资者》杂志上获得该行业的前2名。在加入花旗集团之前，Rosenzweig先生曾在杜克大学管理公司担任金融分析师。自2021年6月以来，Rosenzweig先生一直担任Ethematics的董事会成员。Rosenzweig先生拥有杜克大学的学士学位和杜克大学福库商学院的工商管理硕士学位。
Jonathan Rosenzweig,is a solutions-driven and results-oriented leader with strong analytical acumen, talent development expertise, and communication skills. Throughout his career of more than 30 years, he has analyzed and interacted with management teams at both public and private companies of varying sizes. He has forged relationships with a wide range of institutional investors as well, from venture capital to the largest hedge funds and asset managers. In his various capacities, he has helped companies, investors, and securities Analysts to evaluate and to position investment narratives/ideas.A leader of teams both large and small, Jonathan has a proven track record as an exceptional partner who collaborates constructively with colleagues across business lines, regions and functions. Jonathan currently serves as a fractional CFO with 18 Somerset, a venture capital and consulting firm in the FinTech arena, and Open Exchange, a global leader in multimedia solutions for investor and other communications. In these roles he assists with several functions, such as cash and expense management, modeling and forecasting, evaluating software vendors, enhancing the efficiency of monthly closing processes, and more.From 2022-2024, Jonathan served as a Senior Partner on the Investment Team as well as the CFO at 18 Somerset. He managed the budget, financials, expense practices, and model for the firm as well as the accounting, tax, audit and other core vendor relationships. At the same time, he helped to identify compelling investment opportunities, write investment memos, forecast fundamentals, conduct valuation analyses, and support management teams in optimizing their investor narratives.From 2021-2023, Jonathan was the CFO of Home Plate Acquisition Corp, a Special Purpose Acquisition Company, which he helped to establish and to take public. He met with senior leaders from more than 90 private firms, largely in FinTech though across multiple industries, in pursuit of a final target. Jonathan's responsibilities were broad, including raising capital; sourcing, analyzing, and valuing potential targets; managing expenses and cash flow; producing financial statements in conjunction with the company's partners; communicating with investors and the Board; and collaborating regularly with underwriters, auditors, accountants, attorneys, insurance brokers, and others.From 1993-2020, Jonathan worked in Citigroup's sell-side Equity Research Department, at first as a well-ranked securities Analyst following the Imaging sector. Jonathan spent his last 13 years at Citi as the Head of Americas Equity Research, during which all of the firm's U.S. and Latin America Equity Research staff reported to him. In this role, he formulated and executed the Department's strategy; recruited, developed, coached, and trained talent; oversaw performance for more than 175 employees; managed the budget as well as compensation; and fostered relationships with core institutional clients.Jonathan currently serves as an investor and Strategic Partner to Aiera, an A.I. driven platform Mckinley Acquisition Corporation ed by large financial institutions to power their equity research workflow, and as an Advisor to Stellar Fusion, which provides infrastructure for buy/sell-side analysts as well as corporates to develop and manage customizable financial models. He had served as a Senior Advisor to Eden Global Partners, an advisory and private equity firm founded by David Dwek, in 2022. Mr. Rosenzweig holds a BA in Economics from Duke University as well as an MBA from Duke University. - Jonathan Rosenzweig自本公司于2021年3月成立以来一直担任首席财务官兼秘书兼董事。在加入Home Plate之前，Rosenzweig先生从2007年到2020年担任花旗集团NYSE:C的董事总经理兼美洲股票研究主管。在这个职位上，Rosenzweig先生负责北美和拉丁美洲的所有股票研究产品超过13年。在此之前，Rosenzweig先生在花旗集团担任了五年的美国研究副总监和副总监。从1993年到2002年，Rosenzweig先生是Citi Research成像部门的高级分析师，包括一系列技术，商业和消费股票。他为顶级资产管理公司和对冲基金的机构投资者提供了详细的分析、财务预测和投资建议。在他的职业生涯中，他覆盖了Adobe、Macromedia、Electronics for Imaging、3M、Xerox、Ikon Office Solutions和Eastman Kodak等公司。从1997年到2002年，Rosenzweig先生每年都在《机构投资者》杂志上获得该行业的前2名。在加入花旗集团之前，Rosenzweig先生曾在杜克大学管理公司担任金融分析师。自2021年6月以来，Rosenzweig先生一直担任Ethematics的董事会成员。Rosenzweig先生拥有杜克大学的学士学位和杜克大学福库商学院的工商管理硕士学位。
- Jonathan Rosenzweig,is a solutions-driven and results-oriented leader with strong analytical acumen, talent development expertise, and communication skills. Throughout his career of more than 30 years, he has analyzed and interacted with management teams at both public and private companies of varying sizes. He has forged relationships with a wide range of institutional investors as well, from venture capital to the largest hedge funds and asset managers. In his various capacities, he has helped companies, investors, and securities Analysts to evaluate and to position investment narratives/ideas.A leader of teams both large and small, Jonathan has a proven track record as an exceptional partner who collaborates constructively with colleagues across business lines, regions and functions. Jonathan currently serves as a fractional CFO with 18 Somerset, a venture capital and consulting firm in the FinTech arena, and Open Exchange, a global leader in multimedia solutions for investor and other communications. In these roles he assists with several functions, such as cash and expense management, modeling and forecasting, evaluating software vendors, enhancing the efficiency of monthly closing processes, and more.From 2022-2024, Jonathan served as a Senior Partner on the Investment Team as well as the CFO at 18 Somerset. He managed the budget, financials, expense practices, and model for the firm as well as the accounting, tax, audit and other core vendor relationships. At the same time, he helped to identify compelling investment opportunities, write investment memos, forecast fundamentals, conduct valuation analyses, and support management teams in optimizing their investor narratives.From 2021-2023, Jonathan was the CFO of Home Plate Acquisition Corp, a Special Purpose Acquisition Company, which he helped to establish and to take public. He met with senior leaders from more than 90 private firms, largely in FinTech though across multiple industries, in pursuit of a final target. Jonathan's responsibilities were broad, including raising capital; sourcing, analyzing, and valuing potential targets; managing expenses and cash flow; producing financial statements in conjunction with the company's partners; communicating with investors and the Board; and collaborating regularly with underwriters, auditors, accountants, attorneys, insurance brokers, and others.From 1993-2020, Jonathan worked in Citigroup's sell-side Equity Research Department, at first as a well-ranked securities Analyst following the Imaging sector. Jonathan spent his last 13 years at Citi as the Head of Americas Equity Research, during which all of the firm's U.S. and Latin America Equity Research staff reported to him. In this role, he formulated and executed the Department's strategy; recruited, developed, coached, and trained talent; oversaw performance for more than 175 employees; managed the budget as well as compensation; and fostered relationships with core institutional clients.Jonathan currently serves as an investor and Strategic Partner to Aiera, an A.I. driven platform Mckinley Acquisition Corporation ed by large financial institutions to power their equity research workflow, and as an Advisor to Stellar Fusion, which provides infrastructure for buy/sell-side analysts as well as corporates to develop and manage customizable financial models. He had served as a Senior Advisor to Eden Global Partners, an advisory and private equity firm founded by David Dwek, in 2022. Mr. Rosenzweig holds a BA in Economics from Duke University as well as an MBA from Duke University.
- Michele Docharty
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预计Michele Docharty将在本次发行结束时担任董事。Docharty女士是一位经验丰富的金融服务高管，在Goldman Sachs NYSE:GS拥有超过30年的经验，包括担任10年的合伙人。Docharty女士最近担任执行服务的美洲主管，负责公司的股票销售交易活动，以及全球市场部门合成物分销的全球联席主管。Docharty女士对资产管理公司和对冲基金的广泛了解，以及她在复杂的交易业务中领导大型销售和分销团队的过往记录，为她提供了一个独特的市场视角，以及对股票投资者最重要的是什么。在高盛担任的众多职务中，Docharty女士为公司的推出和发展做出了贡献&8217；为投资客户提供数据的外部化，她还领导了负责这一转变的治理小组。Docharty女士在金融服务领域的数据作为一种产品的使用和角色方面都有经验。Docharty女士在领导力、创新和客户驱动的股票市场解决方案方面建立了声誉。在高盛，多查蒂推动了与工程师的合作，将客户的风险工具转移到公司的数字店面上，在全球范围内重组了公司的企业访问业务，并领导了公司的新产品营销团队。Docharty女士曾担任数据服务运营集团的创始人兼主席，以及股票最佳执行小组委员会的主席。在职业生涯的不同时期，Docharty女士管理拉丁美洲股票业务，担任全球市场运营委员会，美洲包容和多元化委员会和选框咨询委员会的成员，并担任Firmwide Hispanic/Latinx Network的高级成员。2021年9月，Docharty女士开始担任Neuberger Berman的董事会成员。Docharty女士拥有乔治敦大学麦克唐纳商学院的工商管理学士学位，目前担任顾问委员会成员。此外，Docharty女士还被评为2018年2019年2020年Alpfas50位最有影响力的拉丁人，并被2020年拉丁美洲领袖杂志’；100位最有影响力的拉丁人。
Michele Docharty,has served as a director since October 2021. Ms. Docharty is a seasoned financial services executive with over 30 years of experience at Goldman Sachs (NYSE: GS), including 10 years as a Partner. Ms. Docharty most recently served as the Americas Head of Execution Services, responsible for the firm's equity sales trading activities, and the Global Co-head of Synthetics Distribution within the Global Markets Division until January 2021. Ms. Docharty's extensive knowledge of the asset managers and hedge funds, along with her track record of leading large sales and distribution teams in complex transactional businesses, provide her with a unique perspective on markets and what matters most to equity investors. Among her many roles at Goldman Sachs, Ms. Docharty contributed to the launch and development of the firm's externalization of data for investing clients, and she led the governance group overseeing that transition. Ms. Docharty has experience with both the Home Plate Acquisition Corporation es and the role of data as a product in the financial services sector. Ms. Docharty has built a reputation for leadership, innovation and client driven solutions for equity markets. At Goldman Sachs, Ms. Docharty drove collaboration with engineers to transition risk tools for clients onto the firm's digital storefront, restructured the firm's corporate access business globally, and directed the firm's New Product Marketing team. Ms. Docharty served as Founder and Chair of the Data Services Operating Group, as well as Chair of the Equities Best Execution Sub-committee. At different points in her career, Ms. Docharty managed the Latin American Equity business, participated as a member of the Global Markets Operating Committee, the Americas Inclusion and Diversity Committee, and the Marquee Advisory Committee, and served as a Senior Member of the Firmwide Hispanic/Latinx Network. Since September 2021, Ms. Docharty has served as a member of the board of directors of Neuberger Berman since September 2021 and serves as a member of its audit committee. Ms. Docharty has served as a member of the board of HYPR, a passwordless authentication platform, since January 2022 and as a member of the Strategic Innovation Group for the America's Frontier Fund since February 2023. Ms. Docharty holds a Bachelor's Degree in Business Administration from the McDonough School of Business at Georgetown University and currently serves on the Board of Advisors. In addition, Ms. Docharty was named to ALPFAs 50 most Powerful Latinas in 2018, 2019, 2020 and to Latino Leaders Magazine's top 100 most influential Latinas in 2020. - 预计Michele Docharty将在本次发行结束时担任董事。Docharty女士是一位经验丰富的金融服务高管，在Goldman Sachs NYSE:GS拥有超过30年的经验，包括担任10年的合伙人。Docharty女士最近担任执行服务的美洲主管，负责公司的股票销售交易活动，以及全球市场部门合成物分销的全球联席主管。Docharty女士对资产管理公司和对冲基金的广泛了解，以及她在复杂的交易业务中领导大型销售和分销团队的过往记录，为她提供了一个独特的市场视角，以及对股票投资者最重要的是什么。在高盛担任的众多职务中，Docharty女士为公司的推出和发展做出了贡献&8217；为投资客户提供数据的外部化，她还领导了负责这一转变的治理小组。Docharty女士在金融服务领域的数据作为一种产品的使用和角色方面都有经验。Docharty女士在领导力、创新和客户驱动的股票市场解决方案方面建立了声誉。在高盛，多查蒂推动了与工程师的合作，将客户的风险工具转移到公司的数字店面上，在全球范围内重组了公司的企业访问业务，并领导了公司的新产品营销团队。Docharty女士曾担任数据服务运营集团的创始人兼主席，以及股票最佳执行小组委员会的主席。在职业生涯的不同时期，Docharty女士管理拉丁美洲股票业务，担任全球市场运营委员会，美洲包容和多元化委员会和选框咨询委员会的成员，并担任Firmwide Hispanic/Latinx Network的高级成员。2021年9月，Docharty女士开始担任Neuberger Berman的董事会成员。Docharty女士拥有乔治敦大学麦克唐纳商学院的工商管理学士学位，目前担任顾问委员会成员。此外，Docharty女士还被评为2018年2019年2020年Alpfas50位最有影响力的拉丁人，并被2020年拉丁美洲领袖杂志’；100位最有影响力的拉丁人。
- Michele Docharty,has served as a director since October 2021. Ms. Docharty is a seasoned financial services executive with over 30 years of experience at Goldman Sachs (NYSE: GS), including 10 years as a Partner. Ms. Docharty most recently served as the Americas Head of Execution Services, responsible for the firm's equity sales trading activities, and the Global Co-head of Synthetics Distribution within the Global Markets Division until January 2021. Ms. Docharty's extensive knowledge of the asset managers and hedge funds, along with her track record of leading large sales and distribution teams in complex transactional businesses, provide her with a unique perspective on markets and what matters most to equity investors. Among her many roles at Goldman Sachs, Ms. Docharty contributed to the launch and development of the firm's externalization of data for investing clients, and she led the governance group overseeing that transition. Ms. Docharty has experience with both the Home Plate Acquisition Corporation es and the role of data as a product in the financial services sector. Ms. Docharty has built a reputation for leadership, innovation and client driven solutions for equity markets. At Goldman Sachs, Ms. Docharty drove collaboration with engineers to transition risk tools for clients onto the firm's digital storefront, restructured the firm's corporate access business globally, and directed the firm's New Product Marketing team. Ms. Docharty served as Founder and Chair of the Data Services Operating Group, as well as Chair of the Equities Best Execution Sub-committee. At different points in her career, Ms. Docharty managed the Latin American Equity business, participated as a member of the Global Markets Operating Committee, the Americas Inclusion and Diversity Committee, and the Marquee Advisory Committee, and served as a Senior Member of the Firmwide Hispanic/Latinx Network. Since September 2021, Ms. Docharty has served as a member of the board of directors of Neuberger Berman since September 2021 and serves as a member of its audit committee. Ms. Docharty has served as a member of the board of HYPR, a passwordless authentication platform, since January 2022 and as a member of the Strategic Innovation Group for the America's Frontier Fund since February 2023. Ms. Docharty holds a Bachelor's Degree in Business Administration from the McDonough School of Business at Georgetown University and currently serves on the Board of Advisors. In addition, Ms. Docharty was named to ALPFAs 50 most Powerful Latinas in 2018, 2019, 2020 and to Latino Leaders Magazine's top 100 most influential Latinas in 2020.
- Ross Fubini
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Ross Fubini预计将在本次发行结束时担任董事。Ross Fubini是一位早期技术投资者。Fubini先生自2017年以来创立了风险投资公司XYZ Ventures，并一直担任其董事总经理。他还于2017年联合创立了全球投资公司Village Global。Fubini先生是BeyondHQ，Piazza Technologies，Legion，Beneficial State Bank，Liferaft Risk Technologies，Inc.，Saltbox，Inc.，Oro Labs，Inc.，Auxilius Inc.，Pebble Health Inc.，Bureau Inc.，Sardine，Inc.和Smash的董事会成员。富比尼的投资包括Lendup、Optimizely和Metromile NASDAQ:MILE。任职XYZ公司之前，他曾担任Canaan Partners公司的合伙人（从2012年到2015年）、Kapor Capital公司（从2011年到2012年），在那里他曾专注于企业应用程序、金融科技和医疗保健IT空间的可防御业务。Fubini先生共同创立并发展了Cubetree，这是一家高德纳有远见的企业社会协作公司。2010年Cubetree被SuccessFactors（原NYSE:SFSF，现为SAP公司）收购后，Fubini先生担任SuccessFactors的副总裁。Fubini先生还在赛门铁克（原纳斯达克代码:SYMC），BEA/Plumtree（原纳斯达克代码:PLUM），Tellme Networks和Netscape（原纳斯达克代码:NSCP）担任工程领导职务。他拥有卡内基梅隆大学的工程和艺术学士学位。
Ross Fubini,has served as a director since October 2021. Mr. Fubini is an early stage technology investor. Mr. Fubini founded and has served as Managing Director of XYZ Ventures, a venture capital investment firm since 2017. He also co-founded Village Global, a global investment firm, in 2017. Mr. Fubini is a board member of BeyondHQ, Piazza Technologies, Legion, Beneficial State Bank, LifeRaft Risk Technologies, Inc., Saltbox, Inc., Oro Labs, Inc., Auxilius Inc., Pebble Health Inc., Bureau Inc., Sardine, Inc. and Smash. Mr. Fubini's investments include Lendup, Optimizely, and Metromile (NASDAQ: MILE). Prior to XYZ, Mr. Fubini was a partner at Canaan Partners from 2012 to 2015, and Kapor Capital from 2011 to 2012, where he focused on defensible businesses across enterprise applications, FinTech and healthcare IT spaces. Mr. Fubini co-founded and grew CubeTree, a Gartner Visionary enterprise social collaboration company. After CubeTree was acquired by SuccessFactors (formerly NYSE: SFSF, now an SAP company) in 2010, Mr. Fubini served as a vice president of Success Factors. Mr. Fubini also held engineering leadership roles at Symantec (formerly NASDAQ: SYMC), BEA/Plumtree (formerly NASDAQ: PLUM), TellMe Networks, and Netscape (formerly NASDAQ: NSCP). He holds a Bachelor's Degree in Engineering and Art from Carnegie Mellon University. - Ross Fubini预计将在本次发行结束时担任董事。Ross Fubini是一位早期技术投资者。Fubini先生自2017年以来创立了风险投资公司XYZ Ventures，并一直担任其董事总经理。他还于2017年联合创立了全球投资公司Village Global。Fubini先生是BeyondHQ，Piazza Technologies，Legion，Beneficial State Bank，Liferaft Risk Technologies，Inc.，Saltbox，Inc.，Oro Labs，Inc.，Auxilius Inc.，Pebble Health Inc.，Bureau Inc.，Sardine，Inc.和Smash的董事会成员。富比尼的投资包括Lendup、Optimizely和Metromile NASDAQ:MILE。任职XYZ公司之前，他曾担任Canaan Partners公司的合伙人（从2012年到2015年）、Kapor Capital公司（从2011年到2012年），在那里他曾专注于企业应用程序、金融科技和医疗保健IT空间的可防御业务。Fubini先生共同创立并发展了Cubetree，这是一家高德纳有远见的企业社会协作公司。2010年Cubetree被SuccessFactors（原NYSE:SFSF，现为SAP公司）收购后，Fubini先生担任SuccessFactors的副总裁。Fubini先生还在赛门铁克（原纳斯达克代码:SYMC），BEA/Plumtree（原纳斯达克代码:PLUM），Tellme Networks和Netscape（原纳斯达克代码:NSCP）担任工程领导职务。他拥有卡内基梅隆大学的工程和艺术学士学位。
- Ross Fubini,has served as a director since October 2021. Mr. Fubini is an early stage technology investor. Mr. Fubini founded and has served as Managing Director of XYZ Ventures, a venture capital investment firm since 2017. He also co-founded Village Global, a global investment firm, in 2017. Mr. Fubini is a board member of BeyondHQ, Piazza Technologies, Legion, Beneficial State Bank, LifeRaft Risk Technologies, Inc., Saltbox, Inc., Oro Labs, Inc., Auxilius Inc., Pebble Health Inc., Bureau Inc., Sardine, Inc. and Smash. Mr. Fubini's investments include Lendup, Optimizely, and Metromile (NASDAQ: MILE). Prior to XYZ, Mr. Fubini was a partner at Canaan Partners from 2012 to 2015, and Kapor Capital from 2011 to 2012, where he focused on defensible businesses across enterprise applications, FinTech and healthcare IT spaces. Mr. Fubini co-founded and grew CubeTree, a Gartner Visionary enterprise social collaboration company. After CubeTree was acquired by SuccessFactors (formerly NYSE: SFSF, now an SAP company) in 2010, Mr. Fubini served as a vice president of Success Factors. Mr. Fubini also held engineering leadership roles at Symantec (formerly NASDAQ: SYMC), BEA/Plumtree (formerly NASDAQ: PLUM), TellMe Networks, and Netscape (formerly NASDAQ: NSCP). He holds a Bachelor's Degree in Engineering and Art from Carnegie Mellon University.
- Rhonda Ramparas
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Rhonda Ramparas预计将在本次发行结束时担任董事。Ramparas女士拥有超过20年的私募股权，资本市场，综合管理和金融经验。最近，Ramparas女士于2019年至2021年4月担任电子商务技术公司Boxed的首席财务官。她目前在电子商务和私人股本投资公司担任顾问。任职Boxed公司之前，她曾担任Fortress Investment Group的私人股本集团的董事总经理17年，在那里她曾投资、建立和管理多种行业的公司，包括消费金融、保险和运输。任职Fortress公司期间，她曾管理复杂金融服务业务的投资，包括担任Alea Insurance Group的临时首席执行官，并领导许多投资组合公司的退出战略。在2001年加入Fortress之前，Ramparas女士在Donaldson，Lufkin&Jenrette和Credit Suisse NYSE:CS担任过各种投资银行职务。Ramparas女士拥有麦吉尔大学的商业学士学位。
Rhonda Ramparas,has served as a director since October 2021. Ms. Ramparas has over 20 years of private equity, capital markets, general management, and finance experience. Since December 2021, Ms. Ramparas has served as a Senior Managing Director of British Columbia Investment Management Corporation. Ms. Ramparas has also consulted for several ecommerce and private equity investment companies. Ms. Ramparas was previously the CFO of Boxed, an ecommerce technology company, from 2019 to April 2021, prior to which Ms. Ramparas was a Managing Director in the Private Equity Group at Fortress Investment Group for 17 years, where she invested in, built and managed companies across a broad array of industries including consumer finance, insurance, and transportation. While at Fortress, her track record of managing investments in complex financial services businesses included serving as interim CEO of Alea Insurance Group and leading the exit strategy of many portfolio companies. Prior to joining Fortress in 2001, Ms. Ramparas held various investment banking roles at Donaldson, Lufkin & Jenrette and Credit Suisse (NYSE: CS). Ms. Ramparas holds a Bachelor of Commerce degree from McGill University. - Rhonda Ramparas预计将在本次发行结束时担任董事。Ramparas女士拥有超过20年的私募股权，资本市场，综合管理和金融经验。最近，Ramparas女士于2019年至2021年4月担任电子商务技术公司Boxed的首席财务官。她目前在电子商务和私人股本投资公司担任顾问。任职Boxed公司之前，她曾担任Fortress Investment Group的私人股本集团的董事总经理17年，在那里她曾投资、建立和管理多种行业的公司，包括消费金融、保险和运输。任职Fortress公司期间，她曾管理复杂金融服务业务的投资，包括担任Alea Insurance Group的临时首席执行官，并领导许多投资组合公司的退出战略。在2001年加入Fortress之前，Ramparas女士在Donaldson，Lufkin&Jenrette和Credit Suisse NYSE:CS担任过各种投资银行职务。Ramparas女士拥有麦吉尔大学的商业学士学位。
- Rhonda Ramparas,has served as a director since October 2021. Ms. Ramparas has over 20 years of private equity, capital markets, general management, and finance experience. Since December 2021, Ms. Ramparas has served as a Senior Managing Director of British Columbia Investment Management Corporation. Ms. Ramparas has also consulted for several ecommerce and private equity investment companies. Ms. Ramparas was previously the CFO of Boxed, an ecommerce technology company, from 2019 to April 2021, prior to which Ms. Ramparas was a Managing Director in the Private Equity Group at Fortress Investment Group for 17 years, where she invested in, built and managed companies across a broad array of industries including consumer finance, insurance, and transportation. While at Fortress, her track record of managing investments in complex financial services businesses included serving as interim CEO of Alea Insurance Group and leading the exit strategy of many portfolio companies. Prior to joining Fortress in 2001, Ms. Ramparas held various investment banking roles at Donaldson, Lufkin & Jenrette and Credit Suisse (NYSE: CS). Ms. Ramparas holds a Bachelor of Commerce degree from McGill University.
- Michael A. DeSimone
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Michael A. DeSimone，自2021年10月起担任董事。2021年7月至2023年1月，DeSimone先生担任Lightspeed USA Commerce Inc.的首席商务官，该公司为全球30多万独立零售商、餐厅和高尔夫球场运营商提供智能商务平台，在此之前，他曾在Lightspeed担任零售总经理（2021年4月至2021年6月）和北美总经理（2020年11月至2021年3月）。在出售给Lightspeed之前，DeSimone先生是ShopKeep的总裁兼首席执行官。ShopKeep是一个基于云的技术解决方案，可将iPad转变为智能、联网的收银机。从2015年到2020年11月Lightspeed收购该公司，Home Plate Acquisition Corporation由24000多家小企业创立。DeSimone先生是一位全球首席执行官，在金融服务和科技行业拥有30多年的工作经验。作为ShopKeep的总裁兼首席执行官，DeSimone先生领导了可持续发展和扩大业务的战略，2019年该业务处理了约80亿美元的交易。在加入ShopKeep之前，DeSimone先生是Borderfree（在2015年被Pitney Bowes International收购之前，前身为NASDAQ：BRDR）的总裁兼首席执行官，负责公司的整体战略方向，包括公司从在线货币转换服务转型为全球电子商务解决方案提供商。他带领公司于2014年成功IPO，并于2015年将其出售给Pitney Bowes（NYSE：PBI）。2015年至2021，他还是Rewards Web Inc.董事会成员。DeSimone先生还获得了2015年Smart CEO未来50人名单的认可，并入围安永2013年度企业家奖。
Michael A. DeSimone,has served as a director since October 2021. From July 2021 to January 2023, Mr. DeSimone served as Chief Business Officer at Lightspeed USA Commerce Inc., a company that provides a smart commerce platform to more than 300,000 independent retailers, restaurants, and golf course operators around the world, prior to which he served as General Manager- Retail (April 2021 to June 2021) and Managing Director – North America (November 2020 to March 2021) at Lightspeed. Prior to its sale to Lightspeed, Mr. DeSimone was the President and CEO of ShopKeep, a cloud-based technology solution that transforms an iPad into a smart, connected cash register that is Home Plate Acquisition Corporation ed by more than 24,000 small businesses, from 2015 through the acquisition of the company by Lightspeed in November 2020. Mr. DeSimone is a global chief executive, with more than 30 years of experience working within the financial services and technology industry. As President and CEO at ShopKeep, Mr. DeSimone led the strategy to sustainably grow and scale the business, which processed approximately $8 billion in transactions in 2019. Prior to joining ShopKeep, Mr. DeSimone was President and CEO of Borderfree (formerly NASDAQ: BRDR prior to its acquisition by Pitney Bowes International in 2015), where he was responsible for the overall strategic direction including the company's transformation from an online currency conversion service to a provider of global ecommerce solutions. He led the company through their successful IPO in 2014 and its sale to Pitney Bowes (NYSE: PBI) in 2015. He was also a member of the board of Rewards Web Inc. from 2015 until 2021. Mr. DeSimone has also earned recognition on the Smart CEO's Future 50 list in 2015 and was named a finalist for the Ernst & Young 2013 Entrepreneur of the Year award. - Michael A. DeSimone，自2021年10月起担任董事。2021年7月至2023年1月，DeSimone先生担任Lightspeed USA Commerce Inc.的首席商务官，该公司为全球30多万独立零售商、餐厅和高尔夫球场运营商提供智能商务平台，在此之前，他曾在Lightspeed担任零售总经理（2021年4月至2021年6月）和北美总经理（2020年11月至2021年3月）。在出售给Lightspeed之前，DeSimone先生是ShopKeep的总裁兼首席执行官。ShopKeep是一个基于云的技术解决方案，可将iPad转变为智能、联网的收银机。从2015年到2020年11月Lightspeed收购该公司，Home Plate Acquisition Corporation由24000多家小企业创立。DeSimone先生是一位全球首席执行官，在金融服务和科技行业拥有30多年的工作经验。作为ShopKeep的总裁兼首席执行官，DeSimone先生领导了可持续发展和扩大业务的战略，2019年该业务处理了约80亿美元的交易。在加入ShopKeep之前，DeSimone先生是Borderfree（在2015年被Pitney Bowes International收购之前，前身为NASDAQ：BRDR）的总裁兼首席执行官，负责公司的整体战略方向，包括公司从在线货币转换服务转型为全球电子商务解决方案提供商。他带领公司于2014年成功IPO，并于2015年将其出售给Pitney Bowes（NYSE：PBI）。2015年至2021，他还是Rewards Web Inc.董事会成员。DeSimone先生还获得了2015年Smart CEO未来50人名单的认可，并入围安永2013年度企业家奖。
- Michael A. DeSimone,has served as a director since October 2021. From July 2021 to January 2023, Mr. DeSimone served as Chief Business Officer at Lightspeed USA Commerce Inc., a company that provides a smart commerce platform to more than 300,000 independent retailers, restaurants, and golf course operators around the world, prior to which he served as General Manager- Retail (April 2021 to June 2021) and Managing Director – North America (November 2020 to March 2021) at Lightspeed. Prior to its sale to Lightspeed, Mr. DeSimone was the President and CEO of ShopKeep, a cloud-based technology solution that transforms an iPad into a smart, connected cash register that is Home Plate Acquisition Corporation ed by more than 24,000 small businesses, from 2015 through the acquisition of the company by Lightspeed in November 2020. Mr. DeSimone is a global chief executive, with more than 30 years of experience working within the financial services and technology industry. As President and CEO at ShopKeep, Mr. DeSimone led the strategy to sustainably grow and scale the business, which processed approximately $8 billion in transactions in 2019. Prior to joining ShopKeep, Mr. DeSimone was President and CEO of Borderfree (formerly NASDAQ: BRDR prior to its acquisition by Pitney Bowes International in 2015), where he was responsible for the overall strategic direction including the company's transformation from an online currency conversion service to a provider of global ecommerce solutions. He led the company through their successful IPO in 2014 and its sale to Pitney Bowes (NYSE: PBI) in 2015. He was also a member of the board of Rewards Web Inc. from 2015 until 2021. Mr. DeSimone has also earned recognition on the Smart CEO's Future 50 list in 2015 and was named a finalist for the Ernst & Young 2013 Entrepreneur of the Year award.
高管简历
中英对照 | 中文 | 英文- Daniel Ciporin
Daniel Ciporin，2007年8月起，担任本公司的董事。他于2007年3月加入投资公司Canaan Partners，现为普通合伙人，专门从事数字媒体、金融科技、电子商务的投资。2006年3月至2007年3月，他担任Internet Lab的董事长；1999年1月至2005年6月，担任 Shopping.com的董事长、首席执行官。他目前是Borderfree, Inc和一些私营企业的董事。2006-2011，他曾担任Primedia Inc的董事；2007-2010，担任Corel Corporation 的董事。他在Princeton University's Woodrow Wilson School of Public and International Affairs 获得学士学位，在Yale University获工商管理硕士学位。
Daniel Ciporin,has served as Home Plate Acquisition Corporation Chairman and Chief Executive Officer and a director since Home Plate Acquisition Corporation inception in March 2021. Mr. Ciporin served as a General Partner at Canaan Partners, a leading institutional venture capital firm that was founded over 30 years ago, from early 2007 until his retirement at the end of 2020. At Canaan Partners, Mr. Ciporin specialized in financial technology, marketplaces, and e-commerce investments. While at Canaan Partners, he led investments in 19 different companies with a multiple on invested capital (MOIC) of approximately 4.3x. He was a member of the boards of publicly held Lending Club (NYSE: LC), as well as numerous private companies including ShopKeep, Bellhop, Bond, CircleUp, Ollie, Ephemeral Solutions, Inc., and JOOR among others. Mr. Ciporin has also served on the boards of several other publicly held companies, including Borderfree (where he was also chairman) (formerly NASDAQ: BRDR prior to its acquisition by Pitney Bowes International in 2015), Primedia (formerly NYSE: PRM), VistaPrint (formerly NASDAQ: VPRT), and Corel (NASDAQ: CREL). He is the former Chairman and CEO of Shopping.com (formerly NASDAQ: SHOP), where he oversaw growth from approximately zero to approximately $100 million in revenue in six years, culminating in the company's IPO in October 2004 and later acquisition by eBay (NASDAQ: EBAY) in 2005. Prior to Shopping.com, Mr. Ciporin served as senior vice president of MasterCard International, where he managed global debit services. He holds a Bachelor's Degree from Princeton University's Woodrow Wilson School of Public and International Affairs and a Master's Degree in Business Administration from Yale University's School of Management (SOM), where he also sits on the SOM Board of Advisors.- Daniel Ciporin，2007年8月起，担任本公司的董事。他于2007年3月加入投资公司Canaan Partners，现为普通合伙人，专门从事数字媒体、金融科技、电子商务的投资。2006年3月至2007年3月，他担任Internet Lab的董事长；1999年1月至2005年6月，担任 Shopping.com的董事长、首席执行官。他目前是Borderfree, Inc和一些私营企业的董事。2006-2011，他曾担任Primedia Inc的董事；2007-2010，担任Corel Corporation 的董事。他在Princeton University's Woodrow Wilson School of Public and International Affairs 获得学士学位，在Yale University获工商管理硕士学位。
- Daniel Ciporin,has served as Home Plate Acquisition Corporation Chairman and Chief Executive Officer and a director since Home Plate Acquisition Corporation inception in March 2021. Mr. Ciporin served as a General Partner at Canaan Partners, a leading institutional venture capital firm that was founded over 30 years ago, from early 2007 until his retirement at the end of 2020. At Canaan Partners, Mr. Ciporin specialized in financial technology, marketplaces, and e-commerce investments. While at Canaan Partners, he led investments in 19 different companies with a multiple on invested capital (MOIC) of approximately 4.3x. He was a member of the boards of publicly held Lending Club (NYSE: LC), as well as numerous private companies including ShopKeep, Bellhop, Bond, CircleUp, Ollie, Ephemeral Solutions, Inc., and JOOR among others. Mr. Ciporin has also served on the boards of several other publicly held companies, including Borderfree (where he was also chairman) (formerly NASDAQ: BRDR prior to its acquisition by Pitney Bowes International in 2015), Primedia (formerly NYSE: PRM), VistaPrint (formerly NASDAQ: VPRT), and Corel (NASDAQ: CREL). He is the former Chairman and CEO of Shopping.com (formerly NASDAQ: SHOP), where he oversaw growth from approximately zero to approximately $100 million in revenue in six years, culminating in the company's IPO in October 2004 and later acquisition by eBay (NASDAQ: EBAY) in 2005. Prior to Shopping.com, Mr. Ciporin served as senior vice president of MasterCard International, where he managed global debit services. He holds a Bachelor's Degree from Princeton University's Woodrow Wilson School of Public and International Affairs and a Master's Degree in Business Administration from Yale University's School of Management (SOM), where he also sits on the SOM Board of Advisors.
- Jonathan Rosenzweig
Jonathan Rosenzweig自本公司于2021年3月成立以来一直担任首席财务官兼秘书兼董事。在加入Home Plate之前，Rosenzweig先生从2007年到2020年担任花旗集团NYSE:C的董事总经理兼美洲股票研究主管。在这个职位上，Rosenzweig先生负责北美和拉丁美洲的所有股票研究产品超过13年。在此之前，Rosenzweig先生在花旗集团担任了五年的美国研究副总监和副总监。从1993年到2002年，Rosenzweig先生是Citi Research成像部门的高级分析师，包括一系列技术，商业和消费股票。他为顶级资产管理公司和对冲基金的机构投资者提供了详细的分析、财务预测和投资建议。在他的职业生涯中，他覆盖了Adobe、Macromedia、Electronics for Imaging、3M、Xerox、Ikon Office Solutions和Eastman Kodak等公司。从1997年到2002年，Rosenzweig先生每年都在《机构投资者》杂志上获得该行业的前2名。在加入花旗集团之前，Rosenzweig先生曾在杜克大学管理公司担任金融分析师。自2021年6月以来，Rosenzweig先生一直担任Ethematics的董事会成员。Rosenzweig先生拥有杜克大学的学士学位和杜克大学福库商学院的工商管理硕士学位。
Jonathan Rosenzweig,is a solutions-driven and results-oriented leader with strong analytical acumen, talent development expertise, and communication skills. Throughout his career of more than 30 years, he has analyzed and interacted with management teams at both public and private companies of varying sizes. He has forged relationships with a wide range of institutional investors as well, from venture capital to the largest hedge funds and asset managers. In his various capacities, he has helped companies, investors, and securities Analysts to evaluate and to position investment narratives/ideas.A leader of teams both large and small, Jonathan has a proven track record as an exceptional partner who collaborates constructively with colleagues across business lines, regions and functions. Jonathan currently serves as a fractional CFO with 18 Somerset, a venture capital and consulting firm in the FinTech arena, and Open Exchange, a global leader in multimedia solutions for investor and other communications. In these roles he assists with several functions, such as cash and expense management, modeling and forecasting, evaluating software vendors, enhancing the efficiency of monthly closing processes, and more.From 2022-2024, Jonathan served as a Senior Partner on the Investment Team as well as the CFO at 18 Somerset. He managed the budget, financials, expense practices, and model for the firm as well as the accounting, tax, audit and other core vendor relationships. At the same time, he helped to identify compelling investment opportunities, write investment memos, forecast fundamentals, conduct valuation analyses, and support management teams in optimizing their investor narratives.From 2021-2023, Jonathan was the CFO of Home Plate Acquisition Corp, a Special Purpose Acquisition Company, which he helped to establish and to take public. He met with senior leaders from more than 90 private firms, largely in FinTech though across multiple industries, in pursuit of a final target. Jonathan's responsibilities were broad, including raising capital; sourcing, analyzing, and valuing potential targets; managing expenses and cash flow; producing financial statements in conjunction with the company's partners; communicating with investors and the Board; and collaborating regularly with underwriters, auditors, accountants, attorneys, insurance brokers, and others.From 1993-2020, Jonathan worked in Citigroup's sell-side Equity Research Department, at first as a well-ranked securities Analyst following the Imaging sector. Jonathan spent his last 13 years at Citi as the Head of Americas Equity Research, during which all of the firm's U.S. and Latin America Equity Research staff reported to him. In this role, he formulated and executed the Department's strategy; recruited, developed, coached, and trained talent; oversaw performance for more than 175 employees; managed the budget as well as compensation; and fostered relationships with core institutional clients.Jonathan currently serves as an investor and Strategic Partner to Aiera, an A.I. driven platform Mckinley Acquisition Corporation ed by large financial institutions to power their equity research workflow, and as an Advisor to Stellar Fusion, which provides infrastructure for buy/sell-side analysts as well as corporates to develop and manage customizable financial models. He had served as a Senior Advisor to Eden Global Partners, an advisory and private equity firm founded by David Dwek, in 2022. Mr. Rosenzweig holds a BA in Economics from Duke University as well as an MBA from Duke University.- Jonathan Rosenzweig自本公司于2021年3月成立以来一直担任首席财务官兼秘书兼董事。在加入Home Plate之前，Rosenzweig先生从2007年到2020年担任花旗集团NYSE:C的董事总经理兼美洲股票研究主管。在这个职位上，Rosenzweig先生负责北美和拉丁美洲的所有股票研究产品超过13年。在此之前，Rosenzweig先生在花旗集团担任了五年的美国研究副总监和副总监。从1993年到2002年，Rosenzweig先生是Citi Research成像部门的高级分析师，包括一系列技术，商业和消费股票。他为顶级资产管理公司和对冲基金的机构投资者提供了详细的分析、财务预测和投资建议。在他的职业生涯中，他覆盖了Adobe、Macromedia、Electronics for Imaging、3M、Xerox、Ikon Office Solutions和Eastman Kodak等公司。从1997年到2002年，Rosenzweig先生每年都在《机构投资者》杂志上获得该行业的前2名。在加入花旗集团之前，Rosenzweig先生曾在杜克大学管理公司担任金融分析师。自2021年6月以来，Rosenzweig先生一直担任Ethematics的董事会成员。Rosenzweig先生拥有杜克大学的学士学位和杜克大学福库商学院的工商管理硕士学位。
- Jonathan Rosenzweig,is a solutions-driven and results-oriented leader with strong analytical acumen, talent development expertise, and communication skills. Throughout his career of more than 30 years, he has analyzed and interacted with management teams at both public and private companies of varying sizes. He has forged relationships with a wide range of institutional investors as well, from venture capital to the largest hedge funds and asset managers. In his various capacities, he has helped companies, investors, and securities Analysts to evaluate and to position investment narratives/ideas.A leader of teams both large and small, Jonathan has a proven track record as an exceptional partner who collaborates constructively with colleagues across business lines, regions and functions. Jonathan currently serves as a fractional CFO with 18 Somerset, a venture capital and consulting firm in the FinTech arena, and Open Exchange, a global leader in multimedia solutions for investor and other communications. In these roles he assists with several functions, such as cash and expense management, modeling and forecasting, evaluating software vendors, enhancing the efficiency of monthly closing processes, and more.From 2022-2024, Jonathan served as a Senior Partner on the Investment Team as well as the CFO at 18 Somerset. He managed the budget, financials, expense practices, and model for the firm as well as the accounting, tax, audit and other core vendor relationships. At the same time, he helped to identify compelling investment opportunities, write investment memos, forecast fundamentals, conduct valuation analyses, and support management teams in optimizing their investor narratives.From 2021-2023, Jonathan was the CFO of Home Plate Acquisition Corp, a Special Purpose Acquisition Company, which he helped to establish and to take public. He met with senior leaders from more than 90 private firms, largely in FinTech though across multiple industries, in pursuit of a final target. Jonathan's responsibilities were broad, including raising capital; sourcing, analyzing, and valuing potential targets; managing expenses and cash flow; producing financial statements in conjunction with the company's partners; communicating with investors and the Board; and collaborating regularly with underwriters, auditors, accountants, attorneys, insurance brokers, and others.From 1993-2020, Jonathan worked in Citigroup's sell-side Equity Research Department, at first as a well-ranked securities Analyst following the Imaging sector. Jonathan spent his last 13 years at Citi as the Head of Americas Equity Research, during which all of the firm's U.S. and Latin America Equity Research staff reported to him. In this role, he formulated and executed the Department's strategy; recruited, developed, coached, and trained talent; oversaw performance for more than 175 employees; managed the budget as well as compensation; and fostered relationships with core institutional clients.Jonathan currently serves as an investor and Strategic Partner to Aiera, an A.I. driven platform Mckinley Acquisition Corporation ed by large financial institutions to power their equity research workflow, and as an Advisor to Stellar Fusion, which provides infrastructure for buy/sell-side analysts as well as corporates to develop and manage customizable financial models. He had served as a Senior Advisor to Eden Global Partners, an advisory and private equity firm founded by David Dwek, in 2022. Mr. Rosenzweig holds a BA in Economics from Duke University as well as an MBA from Duke University.