Staff & Contacts

Throughout a 25+ year professional career, Eric has pioneered ways of understanding markets qualitatively and quantitatively, to create intuitive products, services and methodologies that become indispensable for users, and provide high rate of return for employers and investors. He finds solutions that are win-win-win for customers, providers, and investors.

His early use of data science in financial services enabled the redesign of bank and brokerage products and processes to better suit customers, improve satisfaction and ultimately increase shareholder return; it foretold a sea change in customer knowledge/relationship management and the use of data to drive decision-making in the industry.

Eric later provided strategic leadership within an entrepreneurial group of Charles Schwab by solving the difficult and costly problem of efficiently acquiring high net worth customers. During a fifteen-year period, he helped define a new business unit (equity comp) and take that group from inception to industry leader, landing some of the world's most important corporate clients (Amazon.com, Cisco, Google, and more).

He has been a founding member of venture-backed startups, as well as an investor in early-stage companies. Eric has a BSc in Economics/Game Theory/Mathematics, summa cum laude, from the University of Pennsylvania. He has been a featured speaker on user-centered design and human-computer interaction within the context of financial services web product design.

Eric has lived and worked in Australia, the Middle East and throughout the US, and has been a nationally ranked athlete in cycling. He enjoys spending time climbing and skiing in the mountains and connects with nature as often as possible.

Email Eric
Phone: 888-888-8888

As President of Leverage Global Partners, Annalisa is responsible for developing products and services, producing events & media, and managing the team that serves our network of real estate firms.

Under Annalisa's leadership, Leverage has achieved a membership base of 130+ real estate firms and has launched an internal marketing agency to serve the creative development and brand marketing needs of its members. With Leverage Global Partners from its beginning, Annalisa has contributed to every functional area of the company.

Prior to joining Leverage, she managed acquisition and construction of multi-family housing developments for an affordable housing developer and worked as an Associate to a top-producing Real Estate Agent in Los Angeles. She holds a Master of Planning degree from the University of Southern California and a Bachelor of Science degree in Public Health from Indiana University.

When she's not steering the ship at Leverage, Annalisa can be found with her family enjoying all that life in Southern California has to offer and completing renovation projects on her duplex.

Email Annalisa
Phone: 888-888-8888