Profiel
Larry Shumbres is the founder of Archive Intel LLC.
He is currently the Chief Executive Officer at Totum, Inc. Prior to his current position, he served as the Chief Executive Officer at The Tifin Group LLC (New York) from 2021 to 2022.
Actieve functies van Larry Shumbres
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Totum, Inc.
Totum, Inc. Packaged SoftwareTechnology Services Totum, Inc. provides a risk tolerance tool called Tifin Risk that assists financial advisors with compliance, prospecting, and client retention. The company is based in Boulder, CO and was founded in 2015. The tool calculates and compares three risk scores, including risk capacity, risk preference, and portfolio risk, using a short and user-friendly risk tolerance questionnaire. The CEO is Larry Shumbres. | Algemeen Directeur | - |
Eerdere bekende functies van Larry Shumbres
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The Tifin Group LLC (New York)
The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Algemeen Directeur | 01-01-2022 |
Ervaring
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Bedrijven in privébezit | 2 |
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The Tifin Group LLC (New York)
The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Finance |
Totum, Inc.
Totum, Inc. Packaged SoftwareTechnology Services Totum, Inc. provides a risk tolerance tool called Tifin Risk that assists financial advisors with compliance, prospecting, and client retention. The company is based in Boulder, CO and was founded in 2015. The tool calculates and compares three risk scores, including risk capacity, risk preference, and portfolio risk, using a short and user-friendly risk tolerance questionnaire. The CEO is Larry Shumbres. | Technology Services |