Lou Abrams, Cfp® Email & Phone Number

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

Listed skills include Finance, Microsoft Excel, Microsoft Word, Analysis, and 9 others.