Joe Rubin – Co-Founder of FundingPost.com
Joe Rubin is a Director & Co-Founder of FundingPost.com, which has been introducing entrepreneurs to investors nationwide for over 14 years through its Online Venture Exchange, Dealflow Magazine and VC & Angel Investor Conferences in 23 cities. Joe has also invested in over a dozen seed deals over the past several years, such as Sticky, Inc. (acq. by Splashtop), Senscient, Giftworks (acq. by Frontstream Payments), CIMA Systems, was an investor and on the advisory board of Offermobi (acq. by Moko.mobi), Human Demand (acq. by IgnitionOne) and an advisor to Gozaik (acq. by Monster), Waveborn and Augmate. Joe spends most of his time working with investors and helping early-stage entrepreneurs, and speaks at events such as the NYC Economic Dev. Corporation’s Jumpstart & Fasttrac Program’s, FashInvest, Connecticut’s CTech, & is a Mentor to Angel Groups such as 37 Angels and TopStone Angels. Joe is also a Founding Partner of ARC Angel Fund I & II, seed tech funds based in NYC with Investments such as Upnext (acq. by Amazon), Medivo, Sidecar, Kanvas (acq. by AOL), YieldMo, and is a prior board member of the Crowdfund Intermediary Regulatory Advocates. Most recently Joe became the co-founder of Crowded.com, a worker marketplace for the On-Demand economy. Prior to FundingPost, Joe raised $2.5M for his dot.com start-up producing a family-friendly network and over 100 flash-based video games which were playable online and sold in stores like Comp USA.
Aron Levine – Head of Merrill Edge at Bank of America
As the head of Merrill Edge, Aron Levine leads an organization that serves Bank of America’s preferred clients by providing the banking convenience of Bank of America and the investment insights of Merrill Lynch. Merrill Edge enables clients to seamlessly manage banking and investments through its online and mobile platforms. Clients can also meet with Financial Solutions Advisors to receive advice and guidance at select Financial Center locations or over the phone. And, Merrill Edge has a strong partnership with Merrill Lynch and US Trust, helping to ensure that Bank of America provides banking and wealth management solutions to clients across the entire wealth spectrum. Today, Aron is with us to discuss millennial retirement options
Danae Domian – Principal, Tailored Solutions at Edward Jones
Danae Domian began her career with Edward Jones in 1992 as a marketing specialist working in the bond trading area. In 1998, she left that position to become a financial advisor and open a branch office in Lake Oswego, Oregon. In her capacity as a financial advisor, Domian served the firm in multiple roles on her region’s leadership team. Domian became a limited partner with the firm in 1995, and in 2007, she was named a principal with the firm and invited to relocate to the firm’s St. Louis headquarters to serve on the New Financial Advisor Training team. She moved to the Client Strategies Group in 2015. Today, she is with us to talk about 529 college savings programs.