Corporate Board Profile
Tech Score: 25/100
1 mention(s) identify NICHOLAS DALMASO as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | 2024-03-04 | General Counsel of EquityBee, Inc.; Founder and CEO of Sound Capital Holdings LLC, Sound Capital Distributors LLC (a registered broker/dealer) and Sound Capital Solutions LLC (a registered investment advisor); Founder and General Counsel of M1 Finance, Inc.(a registered broker/dealer). | He served as General Counsel of EquityBee, Inc. and Founder and General Counsel of M1 Finance, Inc., both of which are financial technology companies, indicating familiarity with software and technology. He is also Founder and CEO of Sound Capital Holdings LLC and related entities, which are registered broker/dealers and investment advisors, suggesting a technical background likely including software knowledge. |
| Filing Date | Source Excerpt |
|---|---|
| 2024-03-04 | General Counsel of EquityBee, Inc.; Founder and CEO of Sound Capital Holdings LLC, Sound Capital Distributors LLC (a registered broker/dealer) and Sound Capital Solutions LLC (a registered investment advisor); Founder and General Counsel of M1 Finance, Inc. |
| 2025-03-17 | General Counsel of EquityBee, Inc.; Founder and CEO of Sound Capital Holdings LLC, Sound Capital Distributors LLC (a registered broker/dealer) and Sound Capital Solutions LLC (a registered investment advisor); Founder and General Counsel of M1 Finance, Inc.(a registered broker/dealer). |
| Filing Date | Source Excerpt |
|---|---|
| 2024-03-04 | General Counsel of EquityBee, Inc.; Founder and CEO of Sound Capital Holdings LLC, Sound Capital Distributors LLC (a registered broker/dealer) and Sound Capital Solutions LLC (a registered investment advisor); Founder and General Counsel of M1 Finance, Inc.(a registered broker/dealer). |
| 2025-03-17 | General Counsel of EquityBee, Inc.; Founder and CEO of Sound Capital Holdings LLC, Sound Capital Distributors LLC (a registered broker/dealer) and Sound Capital Solutions LLC (a registered investment advisor); Founder and General Counsel of M1 Finance, Inc.(a registered broker/dealer). |
Data sourced from SEC filings. Last updated: 2025-08-30