Lou Abrams, Cfp®

Lou Abrams, Cfp® Email and Phone Number

Former Founder | Banking to Startup | Business Development Leader @ Fisecal
Lou Abrams, Cfp®'s Location
New York, New York, United States, United States
Lou Abrams, Cfp®'s Contact Details

Lou Abrams, Cfp® work email

Lou Abrams, Cfp® personal email

n/a
About Lou Abrams, Cfp®

Results-driven leader with 15+ years spanning banking, entrepreneurship, and technology. Leveraging my unique journey from banking (JPMorgan, TD Wealth) to FinTech founder, I combine deep financial services knowledge with startup operational expertise to drive growth. As founder of Fisecal, I drove all aspects of the business from concept to scale - building automated financial software, managing the product roadmap, leading sales, building relationships, and driving adoption across small businesses, startups, and institutions. Previously, I established a successful financial planning practice, streamlined credit underwriting operations, and grew and managed loan portfolios. Throughout my career, I have consistently demonstrated the ability to identify opportunities, build strategic relationships, and optimize operations for growth.Areas of Expertise:Business Development: Leading end-to-end sales cycles and building strategic partnershipsOperations: Optimizing processes and implementing efficient workflows to drive growth and scaleRelationship Management: Building and maintaining long-term partnerships across consumers, small businesses, financial institutions and startupsProduct Strategy: Translating customer feedback into technical solutions that drive user adoption and ROIFinancial Services: Deep understanding of banking, lending, and financial products

Lou Abrams, Cfp®'s Current Company Details
Fisecal

Fisecal

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Former Founder | Banking to Startup | Business Development Leader
Lou Abrams, Cfp® Work Experience Details
  • Fisecal
    Chief Growth Officer
    Fisecal Jan 2022 - Present
    Nyc, New York, Us
  • Abrams Financial Advisory
    Managing Director, Business Development
    Abrams Financial Advisory Jan 2019 - Dec 2021
  • Td
    Avp, Wealth Credit Advisor
    Td Nov 2012 - Dec 2018
    Toronto, Ontario, Ca
  • J.P. Morgan
    Credit Analyst, Private Banking
    J.P. Morgan Jun 2010 - Nov 2012
    New York, Ny, Us
  • J.P. Morgan
    Investment Bank Analyst
    J.P. Morgan Jul 2009 - Jun 2010
    New York, Ny, Us

Lou Abrams, Cfp® Skills

Finance Microsoft Excel Microsoft Word Analysis Investments Microsoft Office Financial Modeling Financial Analysis Credit Sales Social Media Powerpoint Sketch App

Lou Abrams, Cfp® Education Details

  • New York University
    New York University
    Certificate In Financial Planning
  • Penn State University
    Penn State University
    Finance

Frequently Asked Questions about Lou Abrams, Cfp®

What company does Lou Abrams, Cfp® work for?

Lou Abrams, Cfp® works for Fisecal

What is Lou Abrams, Cfp®'s role at the current company?

Lou Abrams, Cfp®'s current role is Former Founder | Banking to Startup | Business Development Leader.

What is Lou Abrams, Cfp®'s email address?

Lou Abrams, Cfp®'s email address is louis.abrams@td.com

What schools did Lou Abrams, Cfp® attend?

Lou Abrams, Cfp® attended New York University, Penn State University.

What are some of Lou Abrams, Cfp®'s interests?

Lou Abrams, Cfp® has interest in Education.

What skills is Lou Abrams, Cfp® known for?

Lou Abrams, Cfp® has skills like Finance, Microsoft Excel, Microsoft Word, Analysis, Investments, Microsoft Office, Financial Modeling, Financial Analysis, Credit, Sales, Social Media, Powerpoint.

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