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David A. Frankel

Advisor Greater New York City Area, US

Proven executive leadership in general mgt, sales, marketing, biz dev and product mgt at growing financial intelligence, data and tech co.s

Proven executive leadership in general mgt, sales, marketing, biz dev and product mgt at growing financial intelligence, data and tech co.s

24 vouches

Involved In


Alpha Theory, LLC
Alpha Theory, LLC


Chief Marketing Officer Capify July 2015 - present
Contributing Writer Inc. Magazine July 2014 - present
Board Advisor Alumnify October 2014 - present
Advisory Board Member DISCERN May 2014 - present
Board Member Alpha Theory, LLC March 2011 - present
Managing Partner SLINGSTONE Group May 2014 - July 2015
President/General Manager EDGAR Online, an RR Donnelley Company December 2012 - May 2014
Chief Marketing Officer EDGAR Online, Inc. August 2011 - December 2012
VP, Business Development FirstRain May 2006 - July 2011
VP, Sales BNY Jaywalk December 2004 - May 2006
VP, Content & Partnerships FactSet Research Systems January 2003 - October 2004
VP, Marketing FactSet Research Systems January 2000 - January 2003
VP, Southeast Sales FactSet Research Systems December 1995 - January 2000


Boston College Marketing, Political Science 1989 - 1993

Interested In

Markets of Interest
  • • Enterprise Software
  • • Financial Services
  • • Mobile
  • • Productivity Tools

You Should Know About Me

Key Accomplishments

Member of executive team at EDGAR Online (NASDAQ: EDGR & backed by Bain Capital Ventures) that repositioned business and culture for a successful exit via acquisition to RR Donnelley in August 2012 for $70.5mil.

Five years of executive leadership (during the economic downturn, no less) in sales, marketing and business development at early stage, VC backed (Oak Investment Partners) Silicon Valley based startup, FirstRain.

10+ years in leadership positions at FactSet Research Systems (NYSE:FDS), helping develop it from a privately held business into a multinational NYSE traded firm ($35mil to $250mil in revenues, 50 to 1500 employees during tenure).

How I like to work with people
As an Advisor

I am a high energy, enthusiastic, creative, "can do" advisor. I love working with companies who are trying to solve tough business problems to either get their business off the ground or inject some velocity into their growth. Most entrepreneurs I have worked with value the fact that I am pretty straight forward with my advice -- I call it like I see it and give you my view of the potential opportunities and threats so you can execute successfully.

Vouches Received

Vouches Given

Think David is awesome?
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Dan Schleifer
We worked together  •  President & Co-Founder, ChartIQ. Previously Sr. Director, Corporate Marketing, The SAVO Group.
I'm a huge fan of David - he's a great leader, and has real vision for the financial technology space. In short, he gets it.
Michael Prospero
We worked together  •  Director of Current Awareness Content for S&P Capital IQ, S&P Capital IQ | McGraw Hill Financial. Drexel grad.
David is a driven, intelligent and tenacious bussinessman with invaluable connections. He understands business and can anticipate trends in ... the market.
Michelle Leder
We worked together  •  Editor/Founder, footnoted*. Previously freelance business journalist, self-employed.
David has long had an entrepreneurial mindset and was stuck inside a big company these past few years due to a merger.
Jeff West
We worked together  •  Founder, StreetFeeds LLC. Previously Managing Director, Data Licensing, Mergent, Inc..
Dave has lots of management experience at start-ups. He is smart, hard working and has great connections.
Stephanie St. Martin
They're my school  •  Social Media Manager, Advancement Communications & Marketing, Boston College and Adjunct Philosophy Professor, Middlesex Community College.
David is proactive. If he has a solution to a problem or a client has a need, it gets done. More importantly, David is fully committed to a ... fantastic user experience. He founded the Boston College Alumni Group on LinkedIn and posts engaging discussions, assists alumni with networking tips, and also puts out small fires that may take place - all as a volunteer. All because his passion for BC is palpable. I have spoken with David on a number of occasions about the social media strategy for the LinkedIn group. Not only are we on the same page, but his desire to keep the group "fresh" and "engaging" makes me work even harder. His guidance allows me, or any social media manager, to do their job better.
Jon Zanoff
We worked together  •  Head of Platform Strategy for REDI Global Technologies, Goldman Sachs and Founder, Empire Startups.
David is a tremendous resource to entrepreneurs based solely on his experience running large scale FinTech organizations.
Greg Neufeld
They're my friends  •  Advisor, Logic9s, LLC and Advisor, Sein Analytics.
He's already a great entrepreneur
Eric Weitzman
We worked together at FactSet Research Systems  •  VP/Director - News, Research, & Filings, FactSet Research Systems.
David has great marketing and sales skills. He understands the industry that he is involved in and can really read the landscape to underst ... and what clients want and how to deliver and package product to them. David is also a natural leader. He understands how to motivate people and challenge them to be engaged and focused on the goals at hand. David's energy and passion is contagious. You can't help but feel good about yourself and what you want to accomplish after you have a pep talk with him.
Willett Bird, CFA
We worked together at FactSet Research Systems  •  Vice President, Regional Sales Manager - Southeast Asia, FactSet Research Systems. Georgetown grad. Vanderbilt grad.
Above all, David is extremely passionate. When he believes in something, he will see it through.
Todd Rudley
We worked together  •  Head of Americas Sales, VistaOne Solutions, a CoreOne Technologies Division. Previously Regional MD - Americas, Thomson Reuters. Carnegie Mellon
Dave has strong presence, is well networked, and joins his industry knowledge with clear, goal oriented execution in marketing and market de ... velopment. in addition to advising the CEO and investors of our firm, Dave put together an excellent board of advisors to help sound out strategy and product initiatives.
Barry Greenberg
We worked together  •  Director Business Development - Financial Services., The NPD Group. Previously Sales Manager, FirstRain Inc.
He has experience with startups through large corps. Always has conversations going with business leaders to speak on ways to work togethe ... r.
AJ Agrawal
They're my advisor: other  •  CEO, Alumnify and Columnist, Entrepreneur Media.
When I think of advisors and the traits that are essential to success the highest on my list are experience and vision. David has these part ... icular traits in spades as well as many others; he is very smart, personable, an amazing coach, and has a deep willingness to go the extra mile to help our business move ahead.
Kristine Muccigrosso
We worked together  •  Director - Global Sales Development, FactSet Research Systems. Previously Business Analyst, Independent Contractor.
Dave Frankel is a visionary. He has the ability to look beyond the short term challenges by developing and executing on long-term strategie ... s for success. He has a wide array of knowledge and expertise that will make him a valuable advisor in all business situations. What I think makes Dave an invaluable asset to your team is his passion and tenacity. I would recommend his advisory services EVERY time!
Penny Herscher
We worked together  •  Board Director, JDSU and Board Director, Rambus.
He's smart, determined and really good with people
Jason Swetnam
We worked together  •  Vice President of Sales, Bitly. Previously Regional Vice President, Eloqua. Michigan State grad.
David is a extremely intelligent and has a great eye for ideas that solve real business problems.
Bob Baltimore
They're my school  •  Managing Director, Harris Williams & Co.. Previously Sales, American Power Conversion.
David is a proven leader at several differnt organizations. He has stayed ahead of a variety of industry trends with the ability to see aro ... und the curve. While he is tenacious he has the ability to be patient when that is what is called for as a project develops. Dave is a great leader and a does a nice job for all of the groups he works with.
Demetrios N. Skalkotos
They're my friends  •  Previously Senior Vice President - Global Corporate Services, NASDAQ OMX. Previously Regional Vice President, NASDAQ OMX.
he has the passion and dedication to see things through.
Dennis Ladd
We worked together at FactSet Research Systems  •  Senior Vice President, Director of New York Investment Management Region, FactSet Research Systems.
David is a highly motivated individual with a tremendous enthusiasm for new & disruptive technologies. He's a proven leader with excellent ... communication skills. David has the ability to look 3-4,10 steps ahead and position accordingly.
Daniel Dykens
They're my friends  •  President & CEO, ClearMomentum, Inc.. Previously President, Meet the Street LLC.
David has both big company and startup experience. He has a background in sales and marketing and knows the importance of building awarenes ... s and generating revenue. He is scrappy and intelligent. These are the key ingredients necessary for startups to be successful.
Miguel Guadalupe
We worked together at FirstRain  •  Director, Gartner. Previously Vice President, Institutional Sales, Guidepoint Global.
When I worked with David, he had a unique ability to understand the market, make great partnerships with others, and stay focused on buildin ... g the business. He was also a great mentor.
Adrian Crockett
They're my friends  •  Chief Executive Officer and Cofounder, Pellucid Analytics and Senior Advisor, Credit Suisse.
David has a strong background in both the Fintech and Market Data space and more generally B2B. He has a firm ability to not only understan ... d the market opportunity but also pragmatic advise on how to achieve your goals. He sees not only the forrest but also the trees
Cory Declusin
We worked together  •  Director, Client Services, FirstRain and Production Manager, Hiatus Winery.
He's passionate about technology, specifically with applications in Financial Services. He has a knack for solving problems and filling gap ... s with innovative solutions. Plus, he's a great leader who inspires those around him.
Courtney Hurst
We worked together  •  Co-founder, Metis Communications. Previously Owner, First Dish of Heaven.
David is passionate, committed, curious and effective when it comes to aligning business goals with sales and marketing strategies. He bring ... s his “A Game” each and every day and expects his team to do the same. Working with David is challenging in the best of ways; and rewarding in all ways.
Brian Frumberg
We worked together  •  Founder, VentureOutNY and Entrepreneur-At-Large, DFJ Gotham Ventures.
David is a thoughtful leader with a tremendous track record of success. His varied experiences and skills will make him an invaluable resour ... ce to any startup.

Michelle Leder
They're my friends  •  Editor/Founder, footnoted*. Previously freelance business journalist, self-employed.
She already is! Took her passion and turned into a real live business, sold it, and instead of sitting back and resting, actually BOUGHT IT ... BACK when it wasn't going the way she wanted. Love her commitment to her customers and delivering the most unique product in the space.

Eric Weitzman
VP/Director - News, Research, & Filings, FactSet Research Systems.
Eric's broad, global experience and leadership in account management, customer service, product management and product development makes him ... an ideal resource for entrepreneurs seeking assistance in bringing a product to market. Along with this rich expertise, Eric also brings a down to earth, thoughtful, analytical approach to problem solving that makes him an unbelievably great collaborator. He has been a key member of a growing, winning team for his entire career, so he knows what success looks like -- he would be a huge asset to any entrepreneur that works with him.

Daniel Dykens
President & CEO, ClearMomentum, Inc.. Previously President, Meet the Street LLC.
Dan has seen and been through it all as a serial entrepreneur and CEO of multiple startups. He knows about all the hurdles you face when mak ... ing the tough decisions running a small business, from hiring, firing, capital raising, selling, pricing, etc. He's a great, sensible, down to earth guy that would be a tremendous resource to any first-time CEO looking for advice.

Daniel Dykens
They're my friends  •  President & CEO, ClearMomentum, Inc.. Previously President, Meet the Street LLC.
As a serial entrepreneur and multiple startup CEO, Dan has already established himself as a great entrepreneur. If he wasn't he would keep g ... oing back for more!

Eric Weitzman
We worked together  •  VP/Director - News, Research, & Filings, FactSet Research Systems.
Eric always brings a thoughtful, "can-do" approach to every business problem he seeks to resolve. This, combined with his broad knowledge b ... ase of skills and a passion for winning, would make him an excellent entrepreneur in my opinion.

Cory Declusin
We worked together  •  Director, Client Services, FirstRain and Production Manager, Hiatus Winery.
Cory has already established himself as a great entrepreneur in my book by turning his hobby into a real business (while also excelling at h ... is day job at a startup). He's thoughtful, ambitious, driven, intelligent, and collaborative. Cory is also among the best I know at being able to quickly connect with people from all backgrounds and levels in an organization.

John Porada
We worked together  •  QA Manager, Guidepoint Global. Previously Quality Assurance, Competitive Computing. Rensselaer Polytechnic Institute grad.
John is a seasoned professional in the financial information & data space, with a deep understanding of establishing, implementing & leading ... QA best practices. Any data centric startup would greatly benefit from having John as an advisor.

Mathieu Gagne
They're my school  •  CFO EBI Consulting
Mat's financial experience at an array of companies combined with his intelligence, energy and enthusiasm would make him an ideal advisor to ... any early stage company.