DirectBooks has assembled a
best-in-class team from the Fintech sector with a common goal of optimizing global financing markets.

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RICHARD KERSCHNER
CEO

I am a versatile global executive and board member, with expertise in strategy, execution discipline, and complex stakeholder management. I have a passion for growth stories that change their industries.

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YVONNE WANG
COO

After beginning my career as an engineer at HP, I worked at top companies across different industries. With backing from CS and Palantir Technologies, I co-founded Signac, a company specializing in algorithmic fraud detection. 

Chris Rodriguez

CHRIS RODRIGUEZ 
Global Head of Platform Engagement 

I started my career in wireless technology and moved into software development ahead of joining the financial sector. I have spent time in a few exchanges and start-ups before joining the DirectBooks team to grow the user community of underwriters and investors. 

Scott Eisenberg

SCOTT EISENBERG 
Head of Legal & Business Affairs 

This is my fourth in-house counsel role and third in the General Counsel position at a start-up. Graduating from Columbia Law School in 2004, I began my career in New York City at the law firm Willkie Farr & Gallagher LLP.

Wilson

WILSON
HUNG 

Head of Technology and Information Security   

I am a technology leader with 20+ years of Fintech experience in planning, designing, and implementing strategies and systems for efficient, scalable, and risk-free operations. Throughout my career, I have launched and transformed enterprise software platforms, and I have built and managed engineering teams from early-stage start-ups to 200-person organizations. 

Jefferey

JEFFREY 
LAUGHMAN

Global Head of Operations    

I have 20 years of fixed income experience from previous roles leading portfolio risk management at investment management firms and providing structured credit solutions at investment banks. I have also led product development and digital transformations initiatives at those same firms, including the risk and valuation platform build for $40 billion in distressed credit at UBS. 

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DUNCAN PHILLIPS 
Head of Europe  

I have 20+ years of Debt Capital Markets experience at global banking and financial technology organizations, with roles in London, Tokyo and Hong Kong. Having started by career on the Syndicate desk, I gradually developed a passion for modern technology in finance.

Justin

JUSTIN FARCHIONE
Head of Product Development  

I have more than 17 years of experience in Investment Banking and Fixed Income Technology supporting Capital Markets, Secondary Trading, and Primary Issuance businesses. Prior to joining DirectBooks in April 2020, I worked in Syndicate Strategy for J.P. Morgan’s Digital Investment Bank.

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CHRIS HANLON
Head of Finance & Corporate Development  

I’ve worked exclusively in Fintech and financial services in roles spanning product, business development, strategy, and finance. I began my career at the start-up Benchmark Solutions, before moving to JPMorgan, inter-dealer broker GFI, and most recently the start-up DrumG Technologies where I was the Head of Finance & Corporate Development.

Jonathan

JONATHAN HENION 
Head of Platform
Engagement - Americas
   

Prior to joining DirectBooks, I was a VP at Bank of America on the Capital Markets Technology team supporting Americas & EMEA Debt Capital Markets desks. I spent my tenure at BofA as the lead product owner & business liaison for the original consortium-lead Project MARS initiative. 

Alex

ALEX
LINHART

Global Head of Client Experience    

I’ve built a career at the intersection of Fintech and capital markets. I started out of college on the High-Grade Capital Markets team at J.P. Morgan focusing on Yankees, REITs, and Liability Management. After moving to Cantor Fitzgerald to build out their Liability Management franchise, I pivoted to the tech world joining Yext on their enterprise sales team before its IPO.

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MICHAEL 
OCCHIPINTI

Head of Infrastructure RIsk, Vendor Risk Management & IT    

I have a 17-year career establishing, transforming, and strengthening the effectiveness of teams, models, and technologies to meet the needs of evolving organizations.

Tarang Shah

TARANG
SHAH

Global Head of Client Services  

I bring 20+ years of experience in financial services with various roles within Capital Markets, Brokerage, Exchange and Fintech. I started my career at Datek Online, a retail online brokerage firm that was acquired by TD Ameritrade.

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LAURA 
SHORTALL

European Platform Engagement  

I am a results-driven and self-motivated financial services professional with more than a decade of industry experience, and extensive knowledge of the capital markets ecosystem from front to back.

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ANGELA YORATH 
Head of European Operations  

My career in financial services began on the Debt Syndicate desk at Goldman Sachs in London where I was part of the team  responsible for the execution of their underwriting business.