Professional Overview

Adam Moelis is a Co-Founder with a strong background in finance and technology, currently based in New York, NY. His key expertise areas include product development, data analysis, and financial management, with a focus on the fintech industry.

Experience Summary

Current Role

As Co-Founder at Yotta Savings, Adam has been responsible for driving product development and growth since 2019. His key responsibilities include overseeing the development of new products, managing cross-functional teams, and driving business growth. Under his leadership, Yotta Savings has experienced significant growth and has established itself as a key player in the savings technology space.

Career Progression

Adam's career has been marked by progressive growth and increasing responsibility. Prior to co-founding Yotta Savings, he held roles at YipitData, where he worked as a Product Manager and Data Product Analyst. He has also worked at Goldman Sachs, Apollo Global Management LLC, and AQR Capital Management, among other notable firms. These experiences have provided him with a strong foundation in finance, data analysis, and product development.

Academic Background

Adam holds a Bachelor of Science in Economics with a concentration in Finance and Accounting from The Wharton School. He also attended Harvard-Westlake School and has participated in the Y Combinator program.

Areas of Expertise

Adam's areas of expertise include:

• Product development and management

• Data analysis and interpretation

• Financial management and planning

• Leadership and team management

• Fintech and savings technology

Professional Impact

Adam has made significant contributions to the fintech industry through his work at Yotta Savings. He has driven product development, managed cross-functional teams, and contributed to the company's growth and success. His experience and expertise have also enabled him to provide thought leadership and insights to the industry.

Conclusion

In conclusion, Adam Moelis is a highly accomplished Co-Founder with a strong background in finance and technology. His current focus is on driving growth and innovation at Yotta Savings, and his value proposition lies in his ability to develop and manage products, analyze data, and lead cross-functional teams. With his strong academic background, progressive career growth, and significant contributions to the fintech industry, Adam is well-positioned for continued success in his current role and beyond.