Andy Lapointe Email & Phone Number

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.

Listed skills include Entrepreneurship, Social Media Marketing, Marketing, Online Marketing, and 18 others.

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  Eastern Michigan University

  Finance