My experience in cryptocurrency, investment advisory and entrepreneurial success combined with a solid foundation of 15 years of corporate investment advisory experience allows me to deliver results for my clients.
This provides the ability to comprehend, create and implement long-term, fully integrated marketing and campaigns designed to increase cross-sell ratios, investment and build long-term strategic relations with customers and clients.
My team owns and operates several businesses including a cryptocurrency company, fintech company, start-up blockchain company and a nationally award winning food business with global distribution.
I spent 15 years in the corporate world as a Series 7 stockbroker, mutual fund/separate account wholesaler and RIA (registered investment advisor). My experience is a rare blend of expertise in sales and marketing, entrepreneurship, financial and analytical analysis, ecommerce and public speaking.
I have spoken to groups ranging in size from 5 to 2500 participants on the subjects of asset allocation, crypto and blockchain related subjects. My speaking experience includes breakout sessions and keynote presentations.
My skills have been honed at the likes of Pilgrim/ING Mutual Funds, Travelers Insurance Group, Bank of New York and the University of Hard Knocks. I am able to see through the clutter and constant distractions of starting up and operating a business.