July 27 2020
Media & Presentations
Most recent media interviews
Watch the XS Financial executive team speak to the company’s success.
UPCOMING EVENTS
32nd Annual ROTH Conference
March 15-17, 2020
David Kivitz, CEO, will be presenting at the 32nd Annual ROTH Conference California March 17th at The Ritz Carlton, Laguna Niguel in Orange County, CA. Following the success of the previous year’s events, the ROTH Conference, with close to 550 participating companies and over 5,100 attendees, will feature presentations from public and private companies in a variety of sectors.
SHAREHOLDER INFORMATION
XS Financial trades on the Canadian Securities Exchange (“CSE”), under the symbol “XSF” and the OTCQB, under the symbol “XSHLF”
Transfer Agent
Our transfer agent is Odyssey Trust Company. For information relating to your share position, please contact our transfer agent for assistance.
Website: odysseycontact.com
Telephone: 1-587-885-0960.
Investor Relations
For all other inquiries, please contact Investor Relations.
Email: ir@xsfinancial.com.
Telephone: 407-900-4737.
TEAM
David Kivitz
CEO & Director
Previously Managing Partner and Co-Founder of Alta Verde Group, awarded #3 Fastest-Growing Private Company in Los Angeles in 2015. Bachelor of Business Administration from The George Washington University.
Antony Radbod
COO & Director
Co-founder and lead investor of Nobody Media, a leader in digital content, strategy and behavioral targeting, whose clients included AARP, Boeing, and Ducati. Founder of Pollen Partners, a B2B SaaS venture capital firm.
Joe Fazzini
CFO
Chief Financial Officer and VP of Corporate Development for Eastmain Resources Inc. (ER: TSX), prior Vice President, Analyst, and Senior Equity Research Associate roles at Dundee Capital Markets. Bachelor of Commerce from University of Toronto
Jim Bates
Director of Credit
An equipment and leasing professional with over 30 years of managing risk. Served as a Credit Manager for Meridian, Whitney Bank, SunTrust Equipment, AIG Equipment Finance, Transamerica Equipment Finance, NationsCredit, CAT Financial, and more. Bachelor of Science in Business Administration from Western Illinois University.
Alex Karol
VP of Technology
Former Laboratory and Processing Director of the first cannabis license holder in the State of Florida, Knox Medical. Bachelor of Science in Biomedical Engineering and Biopsychology from Tuffs University
Matt Suozzi
Senior Underwriter
Former Underwriter and Portfolio Manager for Capital One Bank (NYSE: COF). Prior Senior Credit Analyst with a $2 billion portfolio in the generalist middle-market department. Bachelor of Arts in Mathematics from the University of Virginia
Trevor Kross
Operations Manager
Extensive experience in cannabis extraction and maintenance of laboratory equipment as well as regulatory knowledge in both pharmaceuticals and cannabis. Former Inventory Control Manager with KB labs, and an Extraction Lab Team Lead with Tryke Companies. Bachelor of Arts in Biology with a minor in Chemistry from the University of Boston.
Ken Senter
Client Services Manager
A Certified Lease and Finance Professional with over 25 years of management and training experience. Ran a leasing and finance consulting group for 15 years handling all aspects of required capital funding. Bachelor of Science in Business Administration from the University of Southern California.
Justin Vuong
Finance Manager
Hands-on experience working with middle-market public and private companies. Former Consumer Investment Banker at Roth Capital Partners and Mufson Howe Hunter. Master in Science in Finance from Villanova University.
Jacquie Sando
Compliance Manager
Well-versed in a wide range of federal and state financial regulations, with a track record of implementing policies and procedures to maintain compliance standards. Bachelor of Arts in Sociology & Criminology with Villanova University.
Stephen Christoffersen
Independent Director
Executive Vice President of Corporate Development for KushCo Holdings (OTC:KSHB). Managed $500MM equity portfolio for Comerica Bank and advised on M&A and fundraising initiatives for seed and growth-stage companies.
Gary Hermen
Independent Director
An experienced investor and board member in developing and growth-stage companies. Previously a Fund Manager at Strategic Turnaround Equity Partners, Abacoa Capital Master Fund, Ltd., and an investment banker with Burnham Securities, Inc.
NEWS
July 22 2020
XS Financial Announces Jim Bates as Director Of Risk And Kenneth Senter as Director Of Client Services
Download Press Release (PDF)Financial Reporting
Financial Statements and the Management Discussion and Analysis for the most recent quarter ended is available on the website. For all of the previous financial documents please refer to the Company’s profile on SEDAR.
Financial Statements MD&AGovernance
The Board of Directors of XS Financial is responsible for ensuring sound corporate governance in order to promote a culture of integrity. Our governance policies ensure that we conduct ourselves and our business in a responsible and ethical manner and that we act in the best interest of our shareholders. Practices and policies are periodically reviewed to comply with best practices.