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Ori Goldman

Founder

Founder at Loftey

New York, New York, United States

FoundedLoftey

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About

Ori Goldman is the founder of CleanBooks, a company providing financial operations services for small and medium-sized businesses using bookkeeping AI agents. In 2015 he founded Loftey, a real estate technology startup serving NYC renters, which was sold in 2021, and he previously worked at RBC Capital Markets in the Securitized Products Sales Group and at Bank of America Merrill Lynch trading RMBS. He holds a BA in Mathematics and Financial Economics from the University of Rochester, earned in 2009.

Founder at Loftey

Experience

  1. CleanBooksFoundercurrent2024 — presentNew York, New York, United States
  2. WorkstreetChief Financial Officercurrent2024 — present
  3. Design Miami/Chief Financial Officercurrent2022 — present
  4. LofteyCEO & Co-Founder2015 — 2021New York City Metropolitan Area
  5. RBC Capital MarketsVice President - Structured Products Sales2014 — 2015New York City Metropolitan Area
  6. Bank of America Merrill LynchAssociate - Subprime RMBS Trading2009 — 2014
  7. Banc of America SecuritiesSummer Analyst2008
  8. Arrow PartnersSummer Analyst2007

Skills & more

CFOsAutomationOperationsBookkeepingStructured Products19Structured Finance10Fixed Income TradingFixed Income21Reverse MortgagesResidential Mortgages3Cash Flow1Data Analysis6
+12 moreCash Flow ForecastingSecuritiesRisk ManagementCDSCredit DerivativesEntrepreneurshipMarket AnalysisMathematicsManagementQuickBooksZapierCAS

Languages Hebrew

From Ori's professional profile.

Frequently asked questions

Who is Ori Goldman?
Ori Goldman is the founder of CleanBooks, a company providing financial operations services for small and medium-sized businesses using bookkeeping AI agents. In 2015 he founded Loftey, a real estate technology startup serving NYC renters, which was sold in 2021, and he previously worked at RBC Capital Markets in the Securitized Products Sales Group and at Bank of America Merrill Lynch trading RMBS. He holds a BA in Mathematics and Financial Economics from the University of Rochester, earned in 2009.
Where does Ori Goldman work?
Ori Goldman is Founder of Loftey.
What companies did Ori Goldman found?
Ori Goldman founded Loftey.
Where did Ori Goldman go to school?
Ori Goldman studied at University of Rochester (B.A., Mathematics, Financial Economics).

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