Kamal Jafarnia

Evaluator
DISC Type : CDS

Chief Legal Officer and General Counsel at Vise

New York, New York, United States

Overview

Kamal Jafarnia is a seasoned corporate securities attorney and financial services executive with over 25 years of experience. Currently the Chief Legal Officer at Vise and a Co-Founder of Opto Investments, he specializes in regulatory compliance, M&A, and corporate governance for FinTech companies. Colleagues describe him as highly skilled, personable, and knowledgeable.

He is a frequent speaker at industry events, sharing his expertise on alternative investments and emerging regulatory trends in the financial services sector. He earned his J. D. from Temple Universitys Beasley School of Law and an LL. M. from Georgetown Law, demonstrating a deep commitment to his legal craft.

Unique fact: Despite his serious legal and compliance roles, a former colleague noted that "a lot of humor went with him" when he left, highlighting his ability to liven up any meeting.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

FinTech Compliance
As a CLO and CCO for multiple FinTech firms like Vise and Artivest, he specializes in navigating complex regulatory landscapes for innovative financial products.
Private Market Access
Co-founded Opto Investments to build a platform that provides financial advisors with access, insights, and tools for private investment strategies.
Crypto for Advisors
Expressed pride in Vise's partnership with Bitwise, which is focused on bringing crypto investing capabilities to Registered Investment Advisers (RIAs).

Media Appearances

Kamal has no verified media appearances

Work History

12-2024
Chief Legal Officer and General Counsel at Vise
12-2024
Co-Founder, Adviser, and Counsel Emeritus at Opto Investments
1-2021 - 12-2024
General Counsel and Co-Founder at Opto Investments
10-2018 - 3-2021
General Counsel and Chief Compliance Officer at Artivest
12-2017 - 9-2018
Attorney At Law and Regulatory Compliance Consultant at Kamal Jafarnia, Esq.

Education

2008 - 2011
LL.M. from Georgetown Law
1989 - 1992
J.D. from Temple University - James E. Beasley School of Law

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York, New York, United States Job Level : Leadership Designation : Chief Legal Officer and General Counsel at Vise
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Insights For Selling To Kamal

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kamal is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kamal

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kamal move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kamal take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kamal

Personality Compatibility


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