Tagline
I've spent the first 25 years of my career in financial services, mostly sales. I left the industry about 10 years ago and founded a sports management company. I've rejoined the financial services world by hooking up with a start up where we use machine learning to build our portfolios.
Bio
In addition to my short bio I've spent time in financial operations, as a regional consultant, as a national sales manager, and a regional sales representative. My experience is broad and deep having held many positions across the financial landscape.
Location
Zephyrhills, Florida, US
Last Active
6 months ago
Industry
Finance
Team Size
Just Me/Co-Founders
Funding Stage
Unsure
Funding Raised
None/Bootstrapped
Annual Revenue
$1M to $2.5M
Skill | Strength | Explanation |
---|---|---|
Finance | 85 / 100 | Spent 25 years in the financial services industry, with a focus on sales. |
Sales | 80 / 100 | Extensive experience in sales roles, including national sales manager and regional sales representative. |
Founder | 75 / 100 | Founded a sports management company after leaving the financial services industry. |
Sports Management | 70 / 100 | Founded and managed a sports management company. |
Financial Operations | 70 / 100 | Broad experience in financial operations across various roles in the financial services industry. |
Machine Learning | 60 / 100 | Involved in a startup utilizing machine learning to build financial portfolios. |
Title
Consultant
Position Description
Consulting for a startup that utilizes machine learning for portfolio management.
Accomplishment Notes
Contributed to the development of innovative financial solutions using machine learning.
Title
Founder
Position Description
Founded a sports management company focusing on athlete representation and management.
Accomplishment Notes
Successfully established and grew the company, leveraging my extensive network in the sports industry.
Title
Regional Consultant
Position Description
Provided consulting services to improve financial operations and sales strategies.
Accomplishment Notes
Helped clients optimize their financial processes, leading to improved efficiency and profitability.