Ronald Solis Email & Phone Number

West Palm Beach, Florida, United States

By incorporating Bitcoin within traditional financial mediums, investors can improve their risk-adjusted returns while decreasing volatility. This nascent industry is providing a multitude of opportunities for those willing to take the time and effort to understand the current financial landscape's flaws and how Bitcoin can help you in the long-term. My hybrid approach of meeting clients where they are in their finances, and showcasing Bitcoin's properties in a digestible form allows for newcomers to avoid the countless pitfalls that exist and appropriately gain exposure to the asset.

West Palm Beach, Florida, United States

Manage existing and prospective clients’ onboarding and education on Bitcoin in the context of the funds• Educate clients on benefits of different custodial solutions, Bitcoin purchases, investment opportunities, drafting will and testaments, portfolio construction analysis, and retirement solutions.• Create PowerPoint presentations and materials centered on proven models such as stock-to-flow, breakdown analysis, Metcalf’s law, and S-Curve analysis.• Draft and maintain internship program designed to help college students efficiently learn about Bitcoin.• Created LedgerStat Capital’s MasterClass, a flexible learning guide on Bitcoin’s value proposition.• Assist clients in setting up Bitcoin Onchain and Lightning nodes.• Partnered in capital raises with Custodia Bank and a Bitcoin mining firm based out of Kentucky.• Coached subject matter experts to articulately deliver multi-signature custodial services, node operation best practices, and lightning network development.• Represent LedgerStat Capital at industry conferences to increase awareness and attract new clients.• Curated client experience at conferences to maximize value of attending.These experiences enabled me to guide high net-worth individuals through the complexities of Bitcoin, illuminating its fundamental properties and potential as an investment.

Boston, Massachusetts

Partnered with internal partners to deliver Empower’s value proposition to consultants and plan sponsors.• Negotiated with internal partners to arrange solutions for prospective clients.• Drafted responses to inquiries from sponsors and consultants in partnership with RFP team.• Coached service teams to present Empower’s services to plan sponsors.• Guided implementation teams to onboard plans onto Empower’s platform.With this experience, I honed my ability to articulate a firm's value proposition, collaborating closely with internal partners to craft compelling financial solutions.

Boston, Massachusetts, United States

Presented Empower’s various products to employees, consultants, and plan sponsors while encouraging the use of all available tools and resources.• Traveled to client sites to conduct educational meetings with participants to drive contribution rates, beneficiary designations, and enrollments.• Utilized Spanish fluency to deliver meaningful and targeted content to Spanish speaking participants. Improved educational materials by implementing experience-driven solutions to meet team and client goals.• Translated educational materials into conversational and accessible Spanish.• Offered strategic insight and feedback on improving plan health to plan sponsors, relationship managers, and communications strategists.

Andover, Massachusetts

Provided client service to participants in 401(k), IRA, Government, Brokerage, and 403(b) plans.• Coached, lead policy integration projects, and assisted with resource improvement management.

Greater New York City Area

Founded club that provides a valuable resource for all students interested in pursuing a career in the law fieldStudent Supervisor- Skidmore College Annual Fund ProgramTrain, lead, supervise, and evaluate groups of students for the purpose of contacting alumni for college donationsEncourage teamwork through open communication, and encouraged growth though exampleGenerated scripts for the purpose of reaching diverse communities.