Lendistry

Senior Managing Director driving growth across the East Coast, South and Midwest.  

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Senior Managing Director, Regional Executive

Amount

Focused on new and existing strategic relationships across multiple channels to deploy Amount's account origination technology.

Head of Partnerships

Focused on small business during tenure at Fundation & Linear, but added consumer focus when Linear was acquired by Amount in early 2022.

VP, Client Development & Strategy

Linear Financial Technologies

Linear Financial Technologies was acquired by Amount in early 2022.

Head of Bank & FI Solutions

Fundation Group LLC

Fundation acquired ODX in early 2021 and re-branded itself as Linear Financial Technologies.

Head of Bank Solutions

Surveyor Capital

Analyst

Morgan Stanley

Vice President

BMO Capital Markets

Equity research covering large, mid and small cap banks.

Senior Associate

Greenwich Associates

Research Analyst

Fairmont Funding

Structured and sold bank-originated mortgage loans to Wall Street and other secondary market buyers.

Secondary Markets Manager

Strategic & analytical-minded business leader with deep experience in fintech & banking as a key member of the leadership team at an early/mid-stage fintech company and as a bank equity analyst & investor.

Taplio

Jonathan Katz's Linkedin Analytics

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Taplio

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Jonathan Katz's Linkedin Analytics