Artwork

Innhold levert av Hercules Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hercules Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

#10 – Rethinking Financial Services for Everyday People | Peter Lorimer

32:08
 
Del
 

Manage episode 318712240 series 2940551
Innhold levert av Hercules Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hercules Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

While working in investment banking, Peter Lorimer (Betterment, OnDeck, Bank of America Merrill Lynch) realized that the financial services being offered to everyday people were fundamentally broken.
This sparked his interest in FinTech, eventually leading him to the FinTech start-up OnDeck. It was while working at OnDeck that Peter first decided he wanted to become the CFO of a FinTech company.
Peter first fell in love with the investing and savings app Betterment as a customer. Fast forward to today, and Peter is now CFO of this fast-growing FinTech Company.
In today's episode of Ventured Growth with Hercules Capital, Catherine Jhung and Peter discuss Peter’s journey from banking to FinTech, what he learned from mentors along the way, insights from OnDeck going public, transitioning to a CFO position, the importance of storytelling as a CFO, and more.
Topics Include:
- Peter’s career path to becoming the CFO at Betterment.
- The transition from investment banking to FinTech.
- Transitioning a private company to a public company.
- Thinking of an IPO as a milestone, rather than a destination.
- Recruiting and retaining great talent.
- What he learned from CFOs like Michael O’Grady.
- And other topics...
Peter Lorimer is the Chief Financial Officer of Betterment, an investing and savings app. Before Betterment, Peter worked as the Senior Manager, Strategic Finance and FP&A at OnDeck. He also worked in investment banking at Bank of America Merrill Lynch. Peter has his BA in Political Science from Duke University and his MBA from Harvard Business School. Peter resides in New York City.
Want to connect with Hercules Capital? Reach out to us online!
Website – https://www.htgc.com/
LinkedIn – https://www.linkedin.com/company/hercules-capital/

  continue reading

31 episoder

Artwork
iconDel
 
Manage episode 318712240 series 2940551
Innhold levert av Hercules Capital. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Hercules Capital eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

While working in investment banking, Peter Lorimer (Betterment, OnDeck, Bank of America Merrill Lynch) realized that the financial services being offered to everyday people were fundamentally broken.
This sparked his interest in FinTech, eventually leading him to the FinTech start-up OnDeck. It was while working at OnDeck that Peter first decided he wanted to become the CFO of a FinTech company.
Peter first fell in love with the investing and savings app Betterment as a customer. Fast forward to today, and Peter is now CFO of this fast-growing FinTech Company.
In today's episode of Ventured Growth with Hercules Capital, Catherine Jhung and Peter discuss Peter’s journey from banking to FinTech, what he learned from mentors along the way, insights from OnDeck going public, transitioning to a CFO position, the importance of storytelling as a CFO, and more.
Topics Include:
- Peter’s career path to becoming the CFO at Betterment.
- The transition from investment banking to FinTech.
- Transitioning a private company to a public company.
- Thinking of an IPO as a milestone, rather than a destination.
- Recruiting and retaining great talent.
- What he learned from CFOs like Michael O’Grady.
- And other topics...
Peter Lorimer is the Chief Financial Officer of Betterment, an investing and savings app. Before Betterment, Peter worked as the Senior Manager, Strategic Finance and FP&A at OnDeck. He also worked in investment banking at Bank of America Merrill Lynch. Peter has his BA in Political Science from Duke University and his MBA from Harvard Business School. Peter resides in New York City.
Want to connect with Hercules Capital? Reach out to us online!
Website – https://www.htgc.com/
LinkedIn – https://www.linkedin.com/company/hercules-capital/

  continue reading

31 episoder

Все серии

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett