David Scalzo
Director at PRISMA
David Scalzo
Director at PRISMA
Bronxville, New York
Overview
Work Experience
Founder and Managing Partner
2013 - Current
Fund Advisor, Northwestern University Wildcat Athletic Venture Enterprise Fund (NU/WAVE)
2018
Director
2020
Director
2020
Director
2019
Director
2021
Director
2018
Advanced Materials Manufacturing for Aerospace Industry
Co-Founder and Director
2015 - 2020
AdvisorEngine, a fintech platform, that helps financials advisors scale and grow their business was acquired by Franklin Templeton in May 2020.
COO, Sales and Client Management - Securities Division
2010 - 2013
Securities Division encompasses all FI and EQ research/sales/trading/etc. As COO - Sales and Client Management, responsible for Sales Strategy, Client Profitability/Analytics, Sales Credit Governance, Sales IT Infrastructure, External Benchmarking, and Management Reporting. Partner with Desk Managers on strategies to improve client business. Support Key Account Management program. Chair - Hedge Fund Investment Committee.
Head of Investor Relations
2008 - 2009
Responsible for Investor Relations group, including Chicago and Bermuda offices. Group coordinates with investors; processes Subscription, Redemptions, Transfers, and Capital Calls; performs AML compliance checks; and provides monthly statements.
Director, Account Management
2007 - 2009
Primary liaison for COO/CFO at Hedge Fund Clients. Lead team of account managers. Provide Middle Office, Accounting, Investor, and Administration services.