Andy Lapointe Email and Phone Number
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My experience in fintech, blockchain and entrepreneurial success combined with a solid foundation of 15 years of corporate investment advisory and mutual fund/separate account wholesaling experience allows me to deliver results. I have created and conducted in-person education and virtual training sessions for Registered Investment Advisors, CPA's, family offices, money managers and more.My experience allows me the ability to comprehend, create and implement long-term, fully integrated campaigns and learning systems, designed to increase cross-sell ratios, cash flow and build long-term strategic relations. Experienced in crypto/financial product launches as a product manager. I was an internal launch manager to rollout the American Performance mutual funds into the Bank of Oklahoma network of financial advisors.My team owns and operates several businesses including a digital asset management firm, and crypto education company: CryptoWisdom.com. Also an equity investor in a digital asset firm startup.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 sales and marketing, creating education systems, entrepreneurship, financial and analytical analysis, E-commerce and public speaking. My skills have been honed at the likes of Pilgrim/ING Mutual Funds, Citi/Travelers Insurance Group, Lockwood Advisors/Bank of New York and the University of Hard Knocks. I am able to see through the clutter and constant distractions of product launches and market strategies. I have been interviewed for some of America's largest publications on the subjects of crypto, small business start up, factoring, acquisitions and exit strategies. List of a few of the publications I have be interviewed in include: Bank of America/Merrill Lynch, American Express, Kiplinger, Nasdaq.com, National Enquirer, Briefings, Entrepreneur and more.I have spoken to groups ranging in size from 5 to 500 participants on the subjects of asset allocation, fintech and blockchain related subjects. My speaking experience includes breakout sessions and keynote presentations. I was the keynote speaker at the Midwest Treasury Management Association on bitcoin and cryptocurrencies.Author of 24+ books and education courses on the subjects of fintech, personal finance, digital assets, entrepreneurship, advisor practice building, management and marketing strategies. I have over 5,000 students worldwide that have taken my cryptocurrency, blockchain and Metaverse courses.
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Co-FounderFruit Advantage / Traverse Bay FarmsTraverse City, Mi, Us -
National Sales Director UsMeetami Innovations Inc. Aug 2020 - PresentVancouver, Bc, CaAmiPro is a feature rich platform that partners with financial advisors to manage digital assets from learning to liquidity. The customized software tool enables advisors to meet know your product, reporting and regulatory requirements all from one platform.Our team supports financial advisors in design and implementation to add digital assets into their practice, as well as keep advisors up-to-date as new products and investments become available.We de-risk the process for investing in digital assets so financial advisors can do what they do best - construct personalized financial plans that aim to achieve the financial goals of their clients. If you would like to learn more about incorporating digital assets in your practice, reach out to me and learn how AmiPRO can support your practice to incorporate digital assets. -
Co-FounderFruit Advantage / Traverse Bay Farms Sep 2009 - PresentTraverse Bay Farms is an AgTech company focusing on a trust-focused food authenticity blockchain solutions and delivering nationally award-winning gourmet food products. About our AgTracer Solution:Our AgTracer services delivers cloud-based technology to allow retail consumers complete traceability, transparency, authenticity and quality in the food they eat. This allows farmers, artisan food and beverage producers (micro-breweries, distilleries and wineries), farm-to-table restaurants and retailers, food distributors and wholesalers to build brand loyalty by providing complete transparency and traceability. Our business customers will use AgTracer to share their backstory, growing processes and more with the end consumer. The AgTracer platform allows agricultural-related operations and any food related business to build trust with consumers. We are a food supply chain solution that provides traceability, transparency and authenticity.About our Gourmet Food ProductsSince 2009, Traverse Bay Farms has won 42+ national food awards at America's largest and most competitive food competitions. Our gourmet food division allows use to provide proof-of-concept for our AgTech division. -
Crypto Product Manager | Cryptocurrency Trainer | Digital Asset AdvisorLapointe Capital Apr 2015 - PresentCryptocurrency advisory services, digital asset management, cryptocurrency education and product launch strategies. We are very selective on the clients we advise.
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Regional Vice President - Registered Investment Advisor - Mutual Fund WholesalerTravelers / Bank Of New York / Lockwood Advisors 2000 - 2015At the age of 31, I held the title as a Regional Vice President for Travelers, a subsidiary of Citibank at the time. Conducted numerous training meetings, public seminars, conferences and investor meetings. Sold separate accounts, hedge funds, annuities (fixed and variable) and mutual funds. I was a wholesaler working with America's top money managers and responsible for working with and training independent advisors (RIA's), CPA's, family offices and pension funds in several states.
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Mutual Fund WholesalerPilgrim Mutual Funds / Ing Investment Banking 1999 - 2000External / Regional wholesaler for Pilgrim Mutual Funds for Michigan, Indiana, Illinios and Missori. Worked with Independent Investment Advisors.Increased sales from $5 million to over $40 million per month. Increased cross sell ratio from 26% to over 79%.Pilgrim was acquired by ING Funds in 2000.
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Hybrid Mutual Fund Wholesaler / Tele-Mutual Fund WholesalerBisys Fund Services 1998 - 1999Internal wholesaler / Tele-wholesaler responsible for increasing mutual funds sales for the Bank of Oklahoma. This was accomplished by working closely with the program manager and creating sales strategies, learning/educational courses, sales material, conducting investment seminars and one-on-one meetings with investment advisors and clients. I was responsible for the launch of the BoK American Performance Family of mutual funds into the BoK network. I was the wholesaler for inbound and outbound sales calls to the brokers and investment advisors in the Bank of Oklahoma network of banks and affiliates. -
Stock Broker / Bank BrokerFirst Of Michigan Corporation 1994 - 1998Series 7 stockbroker / Bank broker. The broker/dealer was acquired in 1998. The office was closed soon after.
Andy Lapointe Skills
Andy Lapointe Education Details
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Eastern Michigan UniversityFinance
Frequently Asked Questions about Andy Lapointe
What company does Andy Lapointe work for?
Andy Lapointe works for Fruit Advantage / Traverse Bay Farms
What is Andy Lapointe's role at the current company?
Andy Lapointe's current role is Co-Founder.
What is Andy Lapointe's email address?
Andy Lapointe's email address is la****@****rms.com
What is Andy Lapointe's direct phone number?
Andy Lapointe's direct phone number is +123153*****
What schools did Andy Lapointe attend?
Andy Lapointe attended Eastern Michigan University.
What are some of Andy Lapointe's interests?
Andy Lapointe has interest in Building Businesses, Food Marketing, Social Media, Investing, Health And Wellnes, Brand Building, Internet Marketing.
What skills is Andy Lapointe known for?
Andy Lapointe has skills like Entrepreneurship, Social Media Marketing, Marketing, Online Marketing, Sales, Social Media, E Commerce, Public Speaking, Brand Management, Web Marketing, Management, Blogging.
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