Our founders and operators bring decades of experience across securities law, capital markets technology, and enterprise software — building infrastructure that meets the compliance demands of U.S. private offerings.
Harvey Kesner is a recognized expert in corporate finance and securities laws. With a proven track record representing issuers, investors, and financial institutions, he excels in guiding clients through IPOs, RTOs, Reg A offerings, and M&A transactions. His career spans serving as an attorney at the SEC in Washington, DC. as well with several national law firms at which he has represented numerous investors, underwriters and issuers in public and private offerings, regulatory compliance, and capital markets matters. Co founder of Equity Stock Transfer, LLC.
Mohit Bhansali has over 25 years of experience in the securities compliance, corporate finance and technology industry. After working at Tradescape Corp. (acquired by ETRADE Securities in 2002), he pursued a career in securities compliance, which culminated in taking on the role of a securities regulation specialist at numerous national law firms servicing finance and capital markets practice groups, co founder and CEO of Equity Stock Transfer, LLC, which was recently acquired by a consortium led by entrepreneur Patrick Soon-Shiong.
Dave brings a proven track record of leading high-performance engineering teams, improving organizational efficiency, and co-founding two startups. He has worked with industry-leading companies including Google, Samsung, HBO, Verizon, Hearst, and Fullscreen, building scalable, high-capacity products that perform at scale.
Joe is an accomplished CSM, PMP, and certified coach with deep experience leading cross-functional teams and delivering customer-centric software products. He has a proven track record of modernizing platforms, launching core features, and managing full product lifecycles from concept to scale — driving strong user adoption and recurring revenue. Joe is known for translating customer needs into actionable roadmaps and aligning product strategy with business outcomes.
Marc is an expert in media workflow management, working with data pipelines for renowned studios like Warner Bros., Amazon, Universal, and Netflix. Additionally, he is a pioneer in Web3.0 development, specializing in blockchain-based transfer agent processes and innovative new fintech products.
Joey is a financial strategist and founder of Kinetic CFO, a growth-focused firm providing fractional CFO services, cloud-based accounting, and proactive tax strategy for entrepreneurs and SMBs. He holds a Master’s in Taxation from CUNY Baruch College and began his career at KPMG working with Fortune 500 companies. Joey combines deep technical expertise with practical business insight to help clients scale confidently, improve profitability, and make data-driven decisions.
Mark is a customer success and operations leader with 20+ years of experience building scalable systems that turn support into a growth driver. He has led CS and onboarding teams at high-growth companies, reducing customer friction, improving time-to-value, and scaling operations without adding headcount. At EquiDeFi, Equity Stock Transfer, and OpenTable, Mark delivered measurable efficiency gains through centralized workflows, digitization, and self-service infrastructure.
Keosha Chandler is a customer success professional with 15+ years of experience helping clients navigate fraud analysis, risk assessment, and compliance in insurance and fintech. Currently at EquiDefi, she focuses on verifying investor identities, resolving complex issues, and keeping everything audit-ready—all while making sure clients feel supported throughout the process.
