CFA, Vice President, Investments
Jeff Yellin is an investment professional with a background both in investing and operations within financial technology companies.
Prior to joining Motive, Jeff spent eight years working in operational positions at Financial Technology companies, including The Receivables Exchange (now LiquidX), SR Labs (now Vela) and Airex. Most recently at Airex, an investment research marketplace, Jeff served as the Vice President of Finance, helping the early-stage company plan and raise funds. At SR Labs, a trading and market data technology company, he served as the VP of Corporate Development, leading FP&A efforts as the company evaluated acquisition opportunities and integrated its recent purchase of Wombat Technologies. At The Receivables Exchange (TRE), an online marketplace for accounts receivable financing, Jeff served as the Senior Director of Corporate Operations, leading the company’s budgeting and analytics efforts and helping it raise its Series B and C funding. Jeff then moved to TRE’s Operations department, leading its trade settlement and risk monitoring divisions. Jeff subsequently worked with the company’s Chairman to expand the company to Asia and Australia.
Prior to The Receivables Exchange, Jeff worked in Investment Banking at JPMorgan and in Fixed Income Research at Vanguard.
Jeff graduated with Honors from Princeton University and is a CFA Charterholder.