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.
Consultant · Zephyrhills, Florida, US
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.
Funding Stage
Unsure
Funding Raised
None/Bootstrapped
Team Size
Just Me/Co-Founders
Annual Revenue
$1M to $2.5M
Founded
2008
Industry
Finance
Finance
Spent 25 years in the financial services industry, with a focus on sales.
Sales
Extensive experience in sales roles, including national sales manager and regional sales representative.
Founder
Founded a sports management company after leaving the financial services industry.
Sports Management
Founded and managed a sports management company.
Financial Operations
Broad experience in financial operations across various roles in the financial services industry.
Machine Learning
Involved in a startup utilizing machine learning to build financial portfolios.
job
Consultant
Startup
Consulting for a startup that utilizes machine learning for portfolio management.
Contributed to the development of innovative financial solutions using machine learning.
milestone
Founder
Self-Employed
Founded a sports management company focusing on athlete representation and management.
Successfully established and grew the company, leveraging my extensive network in the sports industry.
job
Regional Consultant
Various Financial Institutions
Provided consulting services to improve financial operations and sales strategies.
Helped clients optimize their financial processes, leading to improved efficiency and profitability.