Lou Abrams, Cfp® Email and Phone Number
Lou Abrams, Cfp® work email
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Lou Abrams, Cfp® personal email
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
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Chief Growth OfficerFisecal Jan 2022 - PresentNyc, New York, Us -
Managing Director, Business DevelopmentAbrams Financial Advisory Jan 2019 - Dec 2021
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Avp, Wealth Credit AdvisorTd Nov 2012 - Dec 2018Toronto, Ontario, Ca -
Credit Analyst, Private BankingJ.P. Morgan Jun 2010 - Nov 2012New York, Ny, Us -
Investment Bank AnalystJ.P. Morgan Jul 2009 - Jun 2010New York, Ny, Us
Lou Abrams, Cfp® Skills
Lou Abrams, Cfp® Education Details
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New York UniversityCertificate In Financial Planning -
Penn State UniversityFinance
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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