Find your path to Ori
593 people in our graph share verified history with Ori — schools, employers, funds. One of them is your warm intro.
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
- CleanBooksFoundercurrent2024 — presentNew York, New York, United States
- WorkstreetChief Financial Officercurrent2024 — present
- Design Miami/Chief Financial Officercurrent2022 — present
- LofteyCEO & Co-Founder2015 — 2021New York City Metropolitan Area
- RBC Capital MarketsVice President - Structured Products Sales2014 — 2015New York City Metropolitan Area
- Bank of America Merrill LynchAssociate - Subprime RMBS Trading2009 — 2014
- Banc of America SecuritiesSummer Analyst2008
- Arrow PartnersSummer Analyst2007
Skills & more
+12 more
Cash Flow ForecastingSecuritiesRisk ManagementCDSCredit DerivativesEntrepreneurshipMarket AnalysisMathematicsManagementQuickBooksZapierCASLanguages 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).
Founder mafias
University of Rochester mafia41
Also came through, then founded or led a company.
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Same school
Also attended University of Rochester156
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Shared employers
Also worked at RBC Capital Markets208
+ 202 more
Also worked at Bank of America Merrill Lynch859
+ 853 more
Also worked at Banc of America Securities532
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