Executive Track Record
Mr. Shadan is a seasoned executive and entrepreneur recognized for his expertise in business strategy, corporate development, and venture capital. Over the course of three decades, he has executed transformational business plans and built high-value strategic alliances for both startups and established global firms.
Saba Software (Formerly Publicly Traded)
Recruited by the CEO and Sr. Vice President to overhaul their partner ecosystem. He successfully scaled the base from three unproductive contracts to 120 global partners in just one year, reaching a client base that included the majority of the Fortune 500.
Fidelity Investments
Served at the world’s largest global retirement platform, applying deep expertise in relationship management, retirement and investment strategy.
Wells Fargo
Led a Private Banking division where he built and managed a $300M+ portfolio from the ground up, specializing in wealth planning and succession.
Venture Capital & Innovation
As COO of Coherity and Strategy Director at IQLabs, he spearheaded fundraising efforts that secured over $17 million in venture capital. He is the founder of Diginome, where he holds a revolutionary patent for “DataDNA.”
Education & Specialized Expertise
Mr. Shadan holds degrees in Industrial/Organizational Psychology (BS) and Bioengineering (AS). His multidisciplinary background is further strengthened by postgraduate studies in Contract Law, Financial Management, and Venture Capital, providing the technical and legal lens necessary for elite-level auditing and advocacy.
The Private Client Perspective
Beyond the boardroom, Mr. Shadan’s life is defined by a commitment to service, tactical precision, and peak performance. These disciplines inform the high-stakes security and logistics protocols of Private Client Services.
Public Service
A dedicated member of the United States Coast Guard Auxiliary and veteran of the San Francisco Sheriff’s Dept. Mounted Unit and the Marin County Sheriff’s Mounted Search & Rescue Unit.
Tactical Training
A Master Search & Rescue Scuba Diver, specialized Executive Protection operative, NRA Certified Firearms Instructor, and Range Safety Officer.
Discipline & Sport
A Master Instructor in Kung Fu and an avid polo player. He is the founder of the Golden Gate Polo Club and Polo4All, a 501(c)(3) non-profit dedicated to expanding the sport.