Meredith Moss Location
Boston, MA, US
Meredith Moss Work
- 2025 - now Board Member @ CapShift
- 2025 - now Board Member, Alliant National @ Dreamfinders Real Estate
- 2024 - now Advisor @ MyHomePathway
- 2024 - now Operating Partner @ Presidio Investors
- 2024 - now Corporator @ Cambridge Savings Bank
- 2023 - 2025 Chairman of the Board @ Alliant National Title Insurance Company
- 2021 - 2024 Managing Director @ SEI
- 2015 - 2021 Chief Executive Officer @ Finomial
- 2011 - 2015 Co-Founder @ Finomial
- 2008 - 2011 Vice President @ Credit Suisse
Meredith Moss Education
- Harvard Business School
MBA
- Brown University
Bachelor of Arts (BA)
Meredith Moss Skills
- Hedge Funds
- Equities
- Due Diligence
- Investments
- Compliance
- Microsoft Excel
- Public Speaking
- Sales
- Project Management
- Strategy
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 CapShift, Dreamfinders Real Estate, My Home Pathway and Cambridge Savings Bank. Meredith Moss holds a MBA @ Harvard Business School. With a robust skill set that includes Hedge Funds, Equities, Due Diligence, Investments, Compliance and more. Meredith Moss has 2 emails and 3 mobile phone numbers on RocketReach.
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