Meredith Moss Email & Phone Number
Operating Partner @ Presidio Investors
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Meredith Moss Location
- Boston, MA, US
Meredith Moss Work
- Chair of the Board of Directors @ (April 2026 - Present)
- Board Member @ (September 2025 - Present)
- Operating Partner @ (May 2024 - Present)
- Corporator @ (April 2024 - Present)
- Board Member, Alliant National @ (April 2025 - April 2026)
- Advisor @ My Home Pathway (October 2024 - February 2026)
- Chairman of the Board @ (January 2023 - April 2025)
- Managing Director @ (January 2021 - January 2024)
- Chief Executive Officer @ Finomial (August 2015 - October 2021)
- Co-Founder @ Finomial (April 2011 - August 2015)
- Vice President @ (October 2008 - February 2011)
- VP, Equities Technology @ Lehman Brothers (August 2007 - September 2008)
- VP, Sales and Trading, Reuters Trade Notification Service @ (December 2006 - July 2007)
- VP, Institutional Equities @ (February 2005 - November 2006)
- Director @ (February 2004 - January 2005)
- Director, Reuters-TIBCO Trade Management @ (February 2002 - January 2004)
- Director, Strategy and Operations @ (January 2001 - November 2001)
- Product Marketing Manager @ (August 2000 - December 2000)
- Strategy Consultant @ (September 1998 - December 1998)
- Consultant @ Monitor Company (August 1994 - September 1998)
Meredith Moss Education
- Harvard Business School
MBA
- Brown University
Bachelor of Arts (BA)
Meredith Moss Skills
- Compliance
- Due Diligence
- Equities
- Hedge Funds
- Investments
- Microsoft Excel
- Public Speaking
- Sales
- Project Management
- Strategy
- Microsoft Office
Meredith Moss Summary
- Meredith Moss, based in Boston, MA, US, is currently a Operating Partner at Presidio Investors. Meredith Moss brings experience from previous roles at Edge Home Finance LLC, CapShift, Cambridge Savings Bank and Dreamfinders Real Estate. Meredith Moss holds a MBA @ Harvard Business School. With a robust skill set that includes Compliance, Due Diligence, Equities, Hedge Funds, Investments and more. Meredith Moss has 3 emails and 3 mobile phone numbers on RocketReach.
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