FinTech Entrepreneur | Financial Services Expert | Author | Alumni Leader•Co-founder/CEO, NeoMana Labs: Pioneering community-branded and focused payment network, rewards & loyalty platform.•35+ years in financial services: Portfolio management, retirement planning, and executive benefits, business development. Chief Compliance Office.•FinTech expertise: SME for investment and financial planning app; Co-founder of Ephus, an educational financial planning platform•Author: Co-authored "The 3 Simple Rules of Investing" (Berrett Koehler, 2014); Blog content for Compendium Financial Advisory and Euclid Investment Advisory•Alumni leadership and service: Former Board Member Georgetown University. Past President, Georgetown University Alumni Association; ; John Carroll and Gaston Awards recipient.•Professional background: Investment advisor since 1987; Experience in FinTech and MedTech startupsEducation: BA in English, Georgetown University•Unique interests and activities: Stand-up comedy, acapella singing, and bitcoin/lightning/taproot assets
Listed skills include Investments, Investment Advisory, Asset Allocation, High Net Worth Individuals, and 40 others.