About us
At Nucleus DNA, we believe in the power of strategic financial management and operational expertise to drive accelerated growth for companies. Our dedicated team of expert CPAs and advanced technology streamline operations, allowing you to focus on driving growth. At Nucleus DNA, we go the extra mile to protect your assets, prevent fraud, and ensure accurate financial reporting through robust internal controls. Moreover, we offer effective tax planning solutions to minimize liabilities and maximize your business's potential. Trust Nucleus DNA to be your partner in achieving your growth objectives and thriving in the business world.
Our Team
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Sunil Wadhwa
CLIENT SUCCESS DIRECTOR
Sunil Wadhwa is highly experienced financial services technology leader with in-house and consultancy experience in the US and Asia. Sunil has worked for both large investment banks and small service companies and knows what it takes to be successful. He holds an MBA from Kellogg School of Management and is fluent in Japanese.
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Gautam Mehta
CHIEF FINANCIAL OFFICER
Gautam Mehta is an Indian CPA who assists multinationals across the US, Europe, and Australia in structuring their entities and establishing their operations in India. He works with clients across diversified sectors, advising them on start-up, strategic direction, transfer pricing, and direct tax matters. Additionally, Gautam provides virtual CFO services to clients.
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David S. Klein
PRINCIPAL CONSULTANT
David S. Klein is a business development executive with over 25 years of experience in capital markets and tech sales. As a Principal Consultant at NucleusDNA, he has a strong record in building companies and managing sales. He holds an MBA and a Bachelor's in Accounting.
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Courtney Fox
VICE PRESIDENT OF BUSINESS DEVELOPMENT
Courtney Andrea Fox is a seasoned sales executive with decades of buy-side financial technology experience and formidable, long-standing industry relationships. Passionate about leveraging technology to drive business success, she helps alternative investment management firms implement innovative technology solutions that harness the power of data, streamline enterprise operations and accelerate business growth.
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Vera van Vliet
MARKETING DIRECTOR
With years of experience in advertising and the METRO Accelerator program Powered by Techstars, Vera gained a combination knowledge in marketing and the startup ecosystem. She holds a Master of Science in Economic and Consumer Psychology. She is currently based in New York City.
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Jan Hogewoning
SENIOR BUSINESS DEVELOPMENT MANAGER
Jan is a business development professional with a strong passion for making new connections and identifying the needs of organizations. He has held a variety of business development roles, particularly in the professional services sector. He is trained in advanced data analytics and holds an MBA at EGADE Business School.
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Anjali Parwani
ACCOUNTANT
Anjali Parwani is a Chartered Accountant based in India with 8+ years’ experience of having worked with CPAs in USA, Canada and UK for Accounting and Statutory Compliances. Her strengths include detailed and process oriented, tech savvy, good communication skills. Prior to working with Nucleus, she has worked with SKS Business Services (UK KPO) and Analytix Solutions (USA KPO).
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Divya Jain
ACCOUNTANT
With over 10 years of professional experience, she understands the significance of maintaining organized financial records as they form the foundation for informed decision-making and effective financial management. She has worked with a diverse range of industries, including manufacturing, retail, technology and professional services. Prior to Nucleus, she has worked with Vodafone India and other Indian CA Firms.
Founders & Advisors
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Jayesh Punater
CEO & FOUNDER
Jayesh is the Founder and CEO of Nucleus, a fintech studio and venture investment platform. He is a successful entrepreneur, fintech strategist, and thought leader innovating tech and business models in the fintech industry. He is an advisor to Mission OG, a board member of Untap, ITZA, Life Plugin, the Economic Club of New York, and a member of Mavericks 1000 and Mind Valley University.
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Frank Sica
FOUNDING PARTNER
Frank V. Sica is a Partner at Tailwind Capital, a private equity firm. Prior to Tailwind, he worked at Soros Fund Management, LLC, responsible for private equity and real estate activities. He is a director of CSG Systems International, Inc., Kohl’s Corporation and Safe Bulkers. He has a BA degree in Biology from Wesleyan University and an MBA from the Tuck School of Business at Dartmouth College.
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Eric Vincent
MEMBER ADVISORY BOARD
Eric Vincent is the President of Sarissa Capital Management, LP, a healthcare-focused investment firm. Most recently, Mr. Vincent served as the Head of Business Development at Mubadala Capital, the financial investment arm of the sovereign wealth fund Mubadala Investment Company and, from 2012 through 2017, as Chief Executive Officer of The Electrum Group.
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Jay Dweck
MEMBER ADVISORY BOARD
Jay Dweck was formerly Managing Director and Global Head of Strategies and Technology for the Institutional Securities Group at Morgan Stanley, and a member of the firm's Management Committee. Prior to Morgan Stanley, he was the head of Core Strategies, and then Equities Strategies for the Global Strategies Group at Goldman Sachs.
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Amit Lalwani
Amit is the Head of Global Business Development at DealCloud, an Intapp Company. He has 15+ years of experience in capital markets, delivering software solutions for investment banks to benchmark, strategize, identify opportunities, target clients, and increase market share. Amit holds a bachelor's degree in business management and a master's degree in information systems and corporate finance from the New Jersey Institute of Technology.
Our Values
Reliability
Trustworthy and consistent performance
Agility
Open to new opportunities and able to act fast
Curiosity
Strong desire to know and learn