Moving Up

Latest Episodes:

E179: Adam Dell (Clarity Money acquired by Goldman Sachs) – Run towards what you’re good at Mar 19, 2024

Show notes

Adam discovered his interest in venture capital while in law school then hustled his way into the industry by offering to work for free. Not being afraid to do the work, going deep and the importance of focus. Starting Clarity Money and selling it to Goldman Sachs 18 months later for $$$

E178: Joseph Woodbury (CEO/Co-founder of Neighbor) – The startup journey Mar 06, 2024

Show notes

Joseph is the co-founder of Neighbor, the Airbnb of storage. Turning down a job at Bain, how to raise capital from business competitions and create FOMO with investors at the same time. Also, building a company guided by values and why it’s all about the people.

E177: Frank Rotman (QED Investors) - Getting to yes Feb 19, 2024

Show notes

Getting a job at Capital One before it was called fintech. The importance of exploration in a career, what to look for in your job and the future of consumer finance.

E176: Khaled Hussein (Red Door) - Trust the network Feb 14, 2024

Show notes

Founding Tilt and the learnings from the incredible journey. Now building a real estate tech company to simplify the mortgage process. Working on difficult problems that will can change the world and being stubborn on where you want to be but flexible on how you get there.

E175: Colin Walsh (Varo Money) – Building a delightful bank Feb 12, 2024

Show notes

Colin had a huge career in finance (GE Capital, Amex and Wells Fargo). He got the experience, identified the problem, and started Varo to re-invent the model. Also, banking in the US vs UK.

E174: Immad Akhund (Mercury) – The biggest risk in not capturing the upside Feb 08, 2024

Show notes

Immad has gone from startup to startup. Joining a company already in YC, starting a video game company and now a bank for startups. Also, his advice for how to network successfully.

E173: Anu Schultes (CEO LendUp) - Always an optimist Feb 02, 2024

Show notes

Growing up in India and coming to the US for grad school, Anu had no idea of the challenges that lay ahead for her. Letting go of your fear of failure and striving to make a difference every day. A story of crazy obstacles ( financial, health and family) and overcoming them all to achieve her dream of becoming a CEO.

E172: Nima Ghamsari (Blend) - Focusing on impact Jan 31, 2024

Show notes

Walking away from a very lucrative career playing professional poker during college in the pursuit of adding value to society. Starting Blend after seeing the opportunity to digitize and simplify the mortgage process.

E171: Ken Kaufman - Financial Secrets to Grow Dental Organizations Apr 05, 2023

Show notes

Financial Secrets to Grow Dental Organizations, The 9 Required Clarity Tools.

E170: Chris Dreyer - Niching Up - Achieving Specialized Market Focus Nov 29, 2022

Show notes

Founder and now author Chris Dreyer explains the importance of focusing on the one thing you can be best at and how a search for "how to make money online" set him on his journey.

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