Being a midsize fintech firm can be both a blessing and a challenge. On the one hand, we don’t have the luxury of getting it wrong too often, but on the other we can be much more nimble than larger firms. With our modular, web-based architecture we can embrace the latest technologies and development approaches, allowing us to match each client’s unique workflows rather than forcing the client to conform to ours.
For many years, the walled garden philosophy ruled the financial sector. While many banks have adopted a much more collaborative approach, far too many vendors have not. Our platform integrates with all major prime brokerages, executing brokers and front-, middle- and back-office trading technology vendors, providing a seamless flow of order information throughout the investment process regardless of your provider.
A confluence of factors are forcing both the buy- and sell-side to take a hard look at costs, which means understanding not only the implicit and explicit price of trade execution, but the total cost of ownership for the entire trading infrastructure (platform, hardware, networking and connectivity, etc.) as well. We are transparent about what our economic model is and what the total costs will be, whether borne by the client or their broker.
By the Numbers
One of the two co-founders, Kevin Samuel has been the driving force behind LiquidityBook’s industry-leading software platform since the firm’s inception. As the leader of LiquidityBook’s technology organization, Mr. Samuel and his team work closely with clients to ensure that the system meets our user’s evolving needs. Mr. Samuel began his career as a development engineer at CosmoCom, a provider of cloud-based contact center solutions. He is a graduate of the University of Chicago.
Sean Sullivan joined LiquidityBook as CRO in February 2016. In this role he is responsible for the firm’s sales and business development strategy globally. Mr. Sullivan previously served as CRO for REDI Global Technologies, and prior to that was Head of Global Sales for Eze Software Group and a member of the firm’s executive committee. He began his career at Bridge Information Systems, where he eventually became EVP of Sales. Mr. Sullivan is a graduate of the University of Connecticut.
Michael Conti has served as Head of North America Sales since joining LiquidityBook in October 2013. With over 25 years of industry experience, Mr. Conti has headed sales and business development for Thomson Reuters, Nirvana Solutions and Direct Services, and has also held senior positions at Lehman Brothers and Société Générale. Mr. Conti is a graduate of the University of Massachusetts at Amherst.
Along with Kevin, Rick Goldenberg has led LiquidityBook’s business since its 2005 launch, focusing on the day-to-day running of the firm’s operations as well as strategic direction. Prior to founding LiquidityBook, Mr. Goldenberg spent over 15 years at electronic trading pioneer Instinet in a variety of senior account management, trading and business development capacities globally, including serving as a founding member of the firm’s Hong Kong office. He is a graduate of the University of Florida.
Taylor Wielage has served as CFO since joining LiquidityBook in January 2015. He brings a wide range of experience, having worked on the buy-side, sell-side and vendor community. Most recently Mr. Wielage served as CFO of accounting software provide PlanGuru, and before that worked in financial positions at Jefferies and Och-Ziff Capital Management. Mr. Wielage is a graduate of the University of Vermont.
Shawn Samuel is Chief Technology Officer of LiquidityBook, joining the firm in 2011. In this role he is responsible for all aspects of the firm’s technology platform globally. Mr. Samuel previously served as CTO for Contact Networks, which was eventually acquired by Thomson Reuters. Earlier in his career Samuel spent time in several senior technology roles at Art Technology Group, i2 Technologies and Actuality Systems. Mr. Samuel attended Harvard University, graduating Magna Cum Laude.
Naftali Cohen joined LiquidityBook in January 2010, and today is responsible for managing complete client delivery cycle, including sales, implementation and change management. He began his career at management consultancy A.T. Kearney. Mr. Cohen is a graduate of The Hebrew University, which he attended after serving as a Staff Sargent in the Israel Defense Forces.