Are you looking to become an elite financial advisor or independent consultant? At The Scalable Advisor, we're working with the smartest business coaches, the sharpest digital tools and the collective know-how of 50+ years in finance, sales, consulting and marketing. We want to help you - an advisor, a consultant, somebody looking to add value - become client-orientated, results-driven and focused on the goals that really matter.Reach out to me on kenneth@thescalableadvisor.com to book a free consultation.

What if personalized marketing was easy and affordable? In the past 2 years, I’ve helped 30+ retail businesses 4x their reach by building a comprehensive strategy combined with a workforce to execute. Being able to to not only reach these client’s ideal prospects, personalization has allowed them to sell a higher percentage of conversions but as well, more value per sale.To learn how your business can 3-4x your own business please ping me a message.

-Helped grow companies housing portfolio by 3% -Forecasted revenue growth over a 3-10 year period -Underwrote deals for multifamily housing complexes -Analyzed growth and revenue for current propeties

- Gathered, analyzed, and synthesized data to prepare client deliverables (quarterly reports, annual presentations, etc.) by utilizing Capital IQ and Microsoft Excel- Assisted with research and analysis for M&A and debt offerings, by reading press releases and recent news to analyze the industry data and trends - Helped prepare comparable lists and pitch books with charts to present to venture capital, private equity, and family offices for client funding- Assisted on specific projects to address investment banker requests such as writing press releases and updating company brochures to help pitch to new clients - Monitored existing deals by attending and participating in daily meetings with managing directors and other senior personnel, and updated financials and summarized companies as reflected by meetings

- Managed accounts for three airport stores including KUSI News- Forecasted over $30,000 in product sales by analyzing past product sales performances - Identified product cost improvement opportunity for Apricot Lane, KUSI News, and The Beach House- Coordinated over $50,000 in financial transactions with vendors successfully

-Squad leader-Achieved a "zero loss" period in 3 years of managing the security of different equipment worth $125,000-Insured troop safety -Was the breach man first to enter the room -Provided strategic advice to my team while completing challenging tasks-Assisted superiors in cross-departmental goals