RF

Randall Finke

Cyber, Data, & Enterprise Investments

San Antonio, Texas

Education

Work Experience

2024

  • Board Observer

    2024

  • Board Observer

    2024

2023

  • Corporate Development Associate

    2023

  • Head of Investment, FinTech, and Mobility

    2021 - 2023

    - Facilitate connections with Israeli startups, venture firms, and others to US venture firms and corporations. - Creates a network of Family offices, Endowments, Foundations, CVCs, VCs, PE firms, Fund of funds, and others on the West Coast who have interest in Israeli technology. - Promote Israeli technological innovation in the US. - Promote trade and exports, direct investments and Joint R&D between Israel and the US. - Encourage the US economy to engage in open innovation collaborations with Israeli startups, deepening business relations between both countries. - Explores certain market opportunities in various sectors, such as Automotive, FinTech, Enterprise SaaS, Cyber, Telecomm, and Hardware. - Host of Reverse Pitch series, featuring one Silicon Valley investor and an audience of relevant startups - Analyzes and provides improvements for marketing material & presentations for startups, including pitch decks, customer testimonials, one-pagers, and videos.

  • Associate

    2020 - 2020

    A multi-stage venture capital fund focused on Consumer, Enterprise, Fintech, FrontierTech, HealthTech, and PropTech ▪ Sourced investment opportunities using a structured approach to increasing deal flow velocity in both quantity and quality by doing weekly sprints using multiple deal flow channels ▪ Developed investment theses around various industry verticals, reviewed pitch decks, met with startups and investors, and presented top investment opportunities at weekly Partners Meetings and Investment Committees ▪ Conducted quantitative and qualitative deep due diligence including: − Market sizing, team’s ability to execute, go-to-market strategy, key risks, business model, key metrics, financial modeling, competitive landscape, customer and investor interviews, cap table and waterfall analysis, term sheets and investment documents ▪ Built a large network across accelerators, VC / PE funds, strategics, and startup founders, and have access to VU's investor and strategic network ▪ Supported the portfolio companies by making introductions to potential clients, partners, key employees, advisors, and investors

2016 - 2020

  • Retirement Specialist

    2017 - 2020

    Charlotte, NC from 2016 - 2019, then Scottsdale from August 2019 Subject Matter Expert for investment and retirement product within department. Hands on experience with all IRAs, small business plans, and trust accounts. Responsible for continuous learning in complex retirement topics. Includes lessons, handouts, and quizzes for team members. Boasts over 90% conversion rate on clients adopting electronic and information requests versus hard copy formats. Integral part of reaching business goals.

  • Brokerage Associate

    2016 - 2017

    Department leader for handling the highest volume of inquiries for brokerage and non-brokerage accounts. Improved client investment acumen towards equities and fixed income products by developing conversation techniques. Introduced high level discussions for difficult topics, such as IRS rulings, financial industry, and market sentiment, to potential clients.

2015 - 2016

  • English Language Teacher

    2015 - 2016

    Served as liaison and teacher to students and colleagues by demonstrating and teaching the English language to those who started with little understanding. Helped develop effective teaching and coaching methods for new students to add into their current curriculum and establish daily routine for practice. Increased attendance by 20% in a private institution through marketing effective teaching methods and demonstrating proven response.