Best Investors Account Sign in
Claim This Profile
Current Employers
Haveli Investment Management Llc

405 Colorado Street Suite 1600, Austin, TX 78701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-11
  • TX RA
    APPROVED_RES
    Since 2022-04-11

Branch Locations

Austin, TX • United States

405 Colorado Street Suite 1600, Austin, TX 78701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vista Equity Partners Austin TX 07/2014 06/2018
Wharton School Of Business Philadelphia PA 08/2018 05/2019
Apptio Bellevue WA 06/2019 08/2019
Wharton School Of Business Philadelphia PA 09/2019 05/2020
C3.aI Redwood City CA 06/2020 06/2021
Haveli Investment Management Llc Austin TX 07/2021 Present
  • 07/2014 → 06/2018
    Vista Equity Partners
    Austin, TX
  • 08/2018 → 05/2019
    Wharton School Of Business
    Philadelphia, PA
  • 06/2019 → 08/2019
    Apptio
    Bellevue, WA
  • 09/2019 → 05/2020
    Wharton School Of Business
    Philadelphia, PA
  • 06/2020 → 06/2021
    C3.aI
    Redwood City, CA
  • 07/2021 → Present
    Austin, TX

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor