David Kakish
President and CEO · InhouseCIO
TechnologyNew to EO
The rest of David's story is inside the speakeasy.
Bio, fun facts, conversation starters, and the best ways to connect.
About
David Kakish is President and CEO of InhouseCIO and RIA WorkSpace, technology firms serving small and midsize businesses and registered investment advisors. Public bios describe his focus on IT support, security, cloud services, and managed technology.
Who You Should Meet
Your top suggested 1:1s, matched on complementary needs, shared ground, and proximity.
Snigdha Kedia
- Snigdha can help with what you're looking for: referrals to wealth management firms needing IT support
- You can help Snigdha with: peer connections in healthcare billing and revenue cycle management
- You're both in Chicagoland — this one can happen over coffee
JP Midgley
- JP can help with what you're looking for: referrals to wealth management firms needing IT support
- You can help JP with: networking with legal-tech and EO leadership alumni
- Both building in it services
Ernest Swierk
- Ernest can help with what you're looking for: referrals to wealth management firms needing IT support
- You're both in Chicagoland — this one can happen over coffee
- Both new to the chapter this year — start the journey together
Siva Balakrishnan
- You can help Siva with: support with US relationship development for Vserve leadership
- Both building in it services
- Siva has 10+ years in EO — a great first 1:1 for your new-member year
Donald Britton
- You can help Donald with: exploring reinvention and experience-based business models
- Both building in it services
- Donald has 10+ years in EO — a great first 1:1 for your new-member year
On LinkedIn
982connections
972followers
1 posts this monthOn LinkedIn since 2007
Sales ManagementCloud ComputingStrategic PartnershipsLeadershipSalesManagementProfessional ServicesSelling
One of the most common frustrations I hear from RIAs is surprise IT bills. Something breaks. An emergency pops up. A project suddenly costs more than expected. That unpredictability makes it hard to plan and budget. In m…
One of the biggest differences I see between firms that operate smoothly and those that feel constant stress is their approach to IT. Reactive IT waits for problems. Proactive IT prevents them. We focus on proactive moni…
I’ve seen how disconnected systems create unnecessary work for RIAs. When CRM platforms and email systems operate separately, teams spend more time managing records and less time serving clients. Optimizing integration b…
I’ve seen how disconnected systems create unnecessary work for RIAs. When CRM platforms and email systems operate separately, teams spend more time managing records and less time serving clients. Optimizing integration b…
Fun Facts
- Holds CISSP designation according to company bio
- InhouseCIO says it was founded in 2007
Conversation Starters
- Ask about IT for RIAs
- Ask about cybersecurity for small firms
- Ask about scaling recurring managed services