Alex has launched startups in various sectors and has served as an interim COO for several clients. He has a background in finance and venture capital, and deep industry expertise in asset management, SaaS, and global tech. Alex has helped multiple asset managers with $1B+ AUM scale their operational and capital infrastructure.
He has led corporate development consulting engagements for enterprise clients like ServiceNow, Upwork, and Mastercard. Alex began his career in banking at Citi and financial services consulting.
Alex holds an MBA from the UCLA Anderson School of Management and a BBA from George Washington University.
Dan is an avid investor and has been advising companies of all sizes for over a decade. His corporate engagements span across the asset management, hedge fund, healthcare, tech, and import & distribution industries.
Dan is a proven, venture capital backed SaaS Founder and Executive. Prior to Switchboard, Dan co-founded and served as Chief Product Officer of SyncOnSet Technologies, an Emmy award winning company in the Entertainment Industry that was acquired in 2020. Dan began his career at Deloitte Consulting.
Dan holds an MBA from the UCLA Anderson School of Management and a B.S. from Boston College.
Together, we have invested in 60+ startups. We have been operators at successful startups and have worked at the top companies in world. We know how to identify great ideas and high-potential founders, and we love sharing opportunities with our network.
We are expert operators that have scaled startups across several sectors, and we have built out proven, repeatable operationalized playbooks that VCs and investors require for fundraising and that every startup can easily implement.
We have delivered millions of dollars of value to organizations. Our approach is outcomes driven and we bring proven best practice models to our clients. We embody a founder's mentality, and know how to quickly ramp up and execute.
We have created a turn-key CFO organization that is easy to implement at companies at any stage, and any sector. We develop, manage, and optimize all your financial models, so we can make confident, informed financial decisions, together.