Gilbert Roberts Email & Phone Number

Louisville, Ky, Us

Louisville, Ky, Us

Louisville, Ky, Us

Serving as the chief administrator and leader of a comprehensive education organization, overseeing operations for an infant and toddler daycare, preschool, and private K-8 school. Leading strategic planning, financial management, regulatory compliance, and program development while ensuring the organization’s mission and values are upheld.Key Responsibilities:Leadership & Strategic Vision: Developing and executing strategic goals in collaboration with the Board of Directors. Fostering an inclusive culture aligned with the organization’s mission. Acting, with the Board, as a primary spokesperson to families, donors, and community partners.Operational Oversight: Managing daily operations and supervised administrative staff. Ensuring compliance with local, state, and federal regulations. Maintaining and improving safety, accreditation, and licensing standards.Financial Management: Preparing and managing budgets to ensure financial sustainability. Overseeing tuition collection, fundraising initiatives, and grant applications. Monitoring financial reports and optimized resource allocation.Educational Excellence: Collaborating with the Board of Directors to ensure developmentally appropriate curricula. Supporting professional development for educators and staff. Assessing program quality and drove improvement initiatives.Family & Community Engagement: Cultivating relationships with families to enhance satisfaction and support. Build partnerships with community organizations to further the mission. Planning events and activities to promote family and community involvement.

Providing clear, jargon-free Bitcoin education tailored to Registered Investment Advisors (RIAs) and curious investors. We focus on practical, actionable knowledge without bias or hype.Key Offerings:Comprehensive coverage of Bitcoin topics, including Spot ETPs, Futures ETFs, Options Strategies, Bitcoin Lightning, Sidechains, Fedimints, and Ordinals.One-on-one or group sessions, designed to empower participants to speak confidently and think critically about Bitcoin's value and applications. Flexible, à la carte services with no upfront commitments or contracts. Instruction delivered by experienced educators committed to fostering independent thought in the evolving world of Bitcoin.

Louisville, Kentucky, Us

Brick Bridge specializes in customized solutions and products for both Public and Private sectors that come in the form of organizational process consulting, workflow improvement, software development, and solution implementations. We improve sustainability in mission-oriented and public sector organizations by helping them select and implement solutions to solve tough resources issues. Our strategies are designed to create or increase evergreen, unrestricted funding while harvesting more grant outcomes and reducing agency overhead expenditures.Our For-profit clients leverage our innovation services for the creation of custom internal software solutions as well as products designed to be sold in the market place. The ultimate goal of any solution created is to increase revenue opportunities and decrease both transactional and administrative costs for the end user.

Louisville, Kentucky, Us

The host of Brick Bridge's Citrix-based podcast, the "Citrix Developer Solutions Podcast", where we discussed the business, challenges, and solutions around the Citrix SaaS Developer community. Find our archive on Apple Podcasts and most other places that podcasts are offered.

Louisville, Kentucky, Us

Organizer and MC of the "International Podio Developer Meetup" 2020 and 2022 editions

As Senior Investment Officer of a Family Limited Partnership, I develop and execute strategic investment plans that balance long-term wealth preservation with tactical trading opportunities. I manage a diversified portfolio spanning Bitcoin, equities, ETFs, REITs, bonds, and derivatives, optimizing asset allocation and leveraging advanced market analysis. My role includes overseeing risk management, conducting due diligence, and providing advisory support to ensure alignment with family objectives and regulatory compliance. I also build strong relationships with external partners to access exclusive investment opportunities and drive portfolio growth.Key Responsibilities:Develop and execute sophisticated investment strategies to balance long-term wealth preservation with tactical trading opportunities, ensuring alignment with family goals.Manage a diverse portfolio of assets, including Bitcoin, equities, ETFs, warrants, REITs, bonds, trust units, and royalty-based limited partnerships (LPs), achieving consistent risk-adjusted returns.Oversee long/short trading of equity options and commodity-based futures, leveraging advanced market analysis to generate alpha and mitigate portfolio risks.Conduct in-depth market research and due diligence on investment opportunities, ensuring high-quality acquisitions across multiple asset classes.Optimize asset allocation by analyzing economic trends and market conditions to enhance portfolio Provide advisory support to family members and stakeholders, fostering transparency and alignment on investment decisions and long-term objectives.Key Highlights:Enhanced portfolio returns by ~65% through a combination of strategic asset allocation and tactical derivatives trading. Successfully integrated Bitcoin into the portfolio, achieving 441.3% growth in this emerging asset class. Developed a derivatives trading framework that reduces portfolio volatility by ~30% while increasing overall returns.

I officiate elementary-aged recreational soccer matches, ensuring fair play and adherence to the rules of the game. I manage game flow, make quick and accurate decisions on fouls, penalties, and other in-game situations, and maintain player safety as a top priority. I also communicate effectively with players, coaches, and other officials to foster sportsmanship and respect on the field.Key Responsibilities:Officiate soccer matches by enforcing game rules, ensuring player safety, and maintaining fairness on the field. Manage game flow, resolve disputes, and make decisive calls in high-pressure situations. Collaborate with assistant referees and coaches to provide a positive experience for players and spectators. Stay updated on the latest rules and regulations to deliver consistent and professional officiating.

Served as a Jefferson County Kentucky Elections Official for election cycles: 2022 General, 2023 Primary, 2024 Primary, and 2024 General elections.I oversee and coordinate all aspects of the voting process, from setting up polling locations to verifying voter registrations. I assist voters with questions, address any operational issues, and ensure compliance with all electoral regulations. I also maintain the confidentiality of ballots, oversee vote counting, and uphold the highest standards of accuracy and transparency in every election.

As the Director of University Relations and Deal Flow (US), I was responsible for forging strong partnerships with universities across the country to identify high-potential startups and cutting-edge technologies. By collaborating closely with entrepreneurship programs, research departments, technology transfer offices, and alumni networks, I created a robust pipeline of investment opportunities. My role included actively seeking out and evaluating early-stage ventures—attending pitch events, connecting with entrepreneurs, and assessing potential returns on investment—to ensure we continued to back the most promising ideas in the startup ecosystem. Through these relationships, I helped develop programs to support student and faculty entrepreneurs, facilitated technology transfer, and provided mentorship and resources for university-affiliated startups. Ultimately, my goal was to foster an environment where academia and industry intersected seamlessly, driving innovation and bringing transformative solutions to market.

Webcast Producer for an international in-person event. Produced web stream so that remote attendees could enjoy content. Event and stream had over 300 attendees and was hosted at the prestigious Level39 in London, England.

Creation and daily operations of a family business focused on generating income and Bitcoin procurement. This operation was combined with Roberts FLP in October 2022.The business operates in Bitcoin and Lightning Node Operations* Configuration and administration of Bitcoin & Lightning nodes* Research, funding, and liquidity management of a Lightning Node* Continued channel management of a Lightning Node for profit.* Installation and operation of a personal Fedimint* Operation of a Blog at bitcoinlightningrouters.comCourier and Retailer Services* Courier Services - 750+ express deliveries of Alcohol, Tobacco, Electronics, Home Goods, and Food/Grocery* Retailer Services - 275+ Mystery Shops, Signage Audits, and "Off-the-Shelf" Product Reviews* CPG Services - 100+ Merchandising Visits, Shelf Images, Display Audits, and Influencer Product Reviews* Business Services - 50+ Mobile Notary, Valuables/Document Handling, and eCommerce "Verified Purchase" Reviews* Social Media Modeling Services - 20+ Promotional and advertising photo modeling shoots

Louisville, Ky, Us

Phone Falcon, LLC was a premier provider of smart device repair in the Louisville, KY and Cincinnati, OH markets from 2013 through 2017. As Founder and President, my primary operational activities covered all aspects of running a business such as Accounting, Financing, Marketing and Advertising, Business Development, Software Development, Sales, Digitial and Web Presence, Legal, and Supply Chain Management.Accomplishments:* Used Lean Start-up methods to originate concept, perform customer discovery, and pivot from initial hypothesis to a final business model* Pitched to over 100 investors, live, in the Louisville Venture Sharks contest and Louisville Dream Funders television show* Created a concept that proved to be of great value to its customer segments based on average reviews of 4.8 stars or better during the life of business on all review platforms* Provided services on over 5,000 consumer and business appointments during the lifetime of the business* Generated over $500k in sales by creating more than 8,000 inbound leads using SEO, SEM PPC (Social Media and Google Adwords) marketing strategies only, no outbound sales required* Secured more than 50 commercial clients during the life of the business* Recruited, trained and managed performance of 7 field agents in two cities* Designed and developed a software suite to fit the needs of Sales, Appointments, Inventory, and Human Resource aspects of the business on the Citrix Podio Platform

Louisville, Kentucky, Us

Louisville Housing Opportunities and Micro-Enterprise Community Development Loan Fund (LHOME) is a Community Development Financial Institution (CDFI), a Non-Profit Bank sponsored by the US Treasury.Accomplishments:* Created a CDFI specifically providing funding for targeted low-to-moderate income, immigrant, and refugee owned businesses within the Louisville, KY community.* Formed a Board of Directors that met the US Treasury requirements for CDFI certification to assess mission-based opportunities and banking products* Contracted and worked with industry-leading consultants Friedman & Associates to establish objectives, work plans, and infrastructure for CDFI banking operations* Conducted preliminary market analysis and other research necessary to complete the planning and US Treasury CDGI Grant process* Began developing initial relationships with bank investors to secure capital resources for both loan pool and operations* Managed day-to-day bank marketing and operations* Formed and facilitated the work of the Loan Committees responsible for oversight of the lending program* Originated the first two micro-business loans from the LHOME Loan Pool totaling $8,000* Created operating guidelines of all banking procedures such as the identification of borrowers, loan underwriting, social impact assessments and reporting, structuring of the loan products, closing paperwork, loan servicing, and collections* Wrote, and won, an development and operations grant from the US Treasury of $125k* Prepared copy and communication materials for website and other publications* Represented, at the St. Louis Federal Reserve’s request, LHOME at the 2016 CDFI Conference in Memphis, TN

Louisville, Kentucky, Us

Engagely, LLC provided advanced website form security, via CAPTCHA, while collecting valuable survey and marketing data.Accomplishments:* Executed customer discovery and pivots using Lean Start-up principles to develop and commercialize new software technology developed through university research.* Created business plan, financial model, investor pitch decks, fastpitch, and trade show setups* Pitched to Investor-Judges at 7 Business Plan and Lean Model competitions inside and outside the United States* Raised $42,500 in funding for Proof-of-Concept development via business plan competitions* 2015 Idea State U pitch competition Kentucky State Champion

Louisville, Ky, Us

Navigate Enterprise Center provides low-income individuals and refugees with the skills and tools that will lead to security through entrepreneurship and financial education. Accomplishments:* Supplied Federal and Foundation funded micro- and small business consulting programs to low-income Americans, immigrants, and refugee entrepreneurs* Provided general entrepreneurial support and business plan creation to over 150 new business concepts* Consulted over 35 existing business owners to troubleshoot problems that covered sales, marketing, accounting, purchasing, human resources, daily operations, and digital/website presence* Created a training curriculum and related educational content based on business best practices and time-tested enterprise principles * Implemented curriculum though various seminars, group classes, and one-on-one coaching * Engaged in outreach for client recruitment activities in partnership with refugee/immigrant community leaders, Community Action Partners, and local economic development coalitions* Built relationships with Louisville Metro Economic Development and Office of Globalization, SBA, SBDC and SCORE for client referral activities* Gave to clients in developing the financial documentation needed to prepare financial forecasts for loans to new and existing businesses, including profit/loss statements, cash-flow projections, and break-even analysis* Follow-up after the loan process by cultivating long-term mentoring relationships with clients to ensure successful loan payback* Built marketing events, tradeshows, and other fund-raising efforts related to the development of the Navigate Enterprise Center* Developed client database and reporting software on the Citrix Podio platform to complete all administrative reports required by all grant funders* Complied with grant guidelines of the Federal Office of Refugee Resettlement as well as several private foundations

Jefferson National Life (now Nationwide) was an innovative insurance agency that provided flat-rate, low-cost Variable Annuities designed to service RIAs and tax deferral strategies.Accomplishments:* Provided sales support to a Territory Manager covering 4 states over a 6-to-8 month sales cycle resulting in over $8m in product sales and 5 new producing relationships* Persuaded RIA and Fee-Based financial advisory firms to recommend Jefferson National’s financial products to their clients for retirement, estate, and trust financial planning via sales calls and presentations* Qualified advisory firms and Broker/Dealers for selling group agreements and product distribution* Performed financial product presentations and website/account demos to third-parties via the Internet* Acted as a knowledge base for educating advisors and clients on features, benefits, and implementation of product* Created prospect and producer databases to increase sales efficiencies and help implement company-wide* Completed all licensing requirements within 90 days of hiring for the Series 6, 63, and KY Life Insurance licenses

First Commonwealth Mortgage is an independent mortgage broker servicing many states and verticals for residential and commercial mortgage needs.Accomplishments:* Secured over $18M in commercial, residential, and SBA financing for real estate and capital goods* Consistently met increasing personal sales goals by successfully creating a personal brand of relationship selling focused on in-depth communication with clients, lenders and 3rd party vendors* Increased sales volume by building client referral networks with other financial service professionals and leveraging social networking media such as Facebook, Twitter, LinkedIn, and Blogger.com* Analyzed economic events and market conditions to give interest rate and financing term recommendations* Created quality vendor relationships for efficiency in repeated third-party contracting situations* Obtained and maintained 8 national and state financial licenses for residential mortgage loan origination

Washington, Dc, Us

The RNC Victory Office - Louisville was operated to support victory activities for the 2008 National and Local political races.Accomplishments:* Supervised up to 30+ volunteers during phone bank, sign placement, and other political outreach efforts* Organized 3 small events to maintain/increase volunteer recruitment and morale* Assisted Victory Coordinator with general phone bank volunteer operations. Duties also included event organizing, sign delivery/retrieval, and canvassing planning.

Oklahoma City, Oklahoma, Us

* Managed a collections portfolio of over $4M in commercial charged-off receivables at all stages of recovery* Recovered over $800K personally in past-due receivables by coaching small-business owners* Assisted in the litigation of outstanding debts in excess of $1.5M with the largest case involving over $300K* Solicited and negotiated the sale of over $1.2M in charged-off commercial receivables to debt brokerage firms* Administrated multiple collection vendors through contracting, performance review, and dismissal* Prepared performance and department reports reviewed by senior and executive management* Functioned as a bankruptcy knowledge specialist and assisted internal software developers in the creation of proprietary database applications that tracked and disbursed vital client bankruptcy information company-wide

Stripped and waxed floors for CVS and Walgreens. Also performed general floor cleaning and maintenance tasks.

Louisville, Kentucky, Us

Responsible for supervision of evening deli operations and nightly closing procedures.Experience in dispensing alcoholic beverages to customers and changing taps/kegs

My first business was the purchasing of an existing business that specialized in the importation and retailing of South American single-plantation chocolates and Asian specialty candies.Accomplishments:* Operated boutique retail location that achieved over $15k in sales.* Complied with all local food safety and fire codes* Learned how to import luxury foodstuffs

Third-party debt collector working delinquent debt portfolio tertiary-placements (3 to 7 years no-payment) from Sherman Financial Group and LVNV Fundin. Consumer Credit Cards, Cellular Phone Bills, Auto Loan Deficiencies, Personal Signature Loans and other charged-off account receivables. Accomplishments:* Collected $250k in account collections via payments and settlements* Skiptraced lost contact account using Tri-merge Credit Reports, LexisNexis Accurint, and Public Internet sources.

Chicago, Il, Us

Performed first-party collections of retail and bank branded credit card customers up to eight months past-due. Life time collection of over $500k in amounts due. Negotiated small dollar settlements and monthly payment plans to prevent account charge-off.

Cincinnati, Ohio, Us

Resolved complaints with exchange or refund resolutions. Held supervisory duties and transaction overrides for POS exceptions during the check-out process. Processed Western Union and check cashing transactions up to $5,000. Complied with State of Kentucky tobacco and lottery distribution laws. Trained co-workers on "U-Scan" software and operations.

Irvine, Ca, Us

Handled customer orders and cash via drive-thru and in-store transactions. Prepared, cooked, and assembled food to franchisor specifications. Performed general duties around food safety and sanitization procedures in compliance to local code.

Master Of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Summer Exchange Program, International Business

Bachelor'S Degree, Business Administration, Finance

Associate'S Degree, Business/Commerce, General

High School Diploma

Continuing Education, Bitcoin & Software Development

Continuing Education, Digital Marketing & Project Management

Continuing Education, Liberal Arts And Sciences