1
Total investments
0
Early stage
1
Mid stage
0
Late stage
2y
Years active
Portfolio
1 investments ยท sorted by recency
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Board Member
May 2024
Stirlingshires mission is to structurally change the financial services model to be Better for Clients, Better for Advisors. Were hiring - contact us to learn more.
Securities offered through Stirlingshire BD LLC, Member FINRA/SIPC. Investment advisory services offered through Stirlingshire RIA LLC, an SEC registered investment advisor.
Experience ยท 4 entries
All (4)
Investments (1)
Board (1)
2024
Board Member
May 2024
Stirlingshires mission is to structurally change the financial services model to be Better for Clients, Better for Advisors. Were hiring - contact us to learn more.
Securities offered through Stirlingshire BD LLC, Member FINRA/SIPC. Investment advisory services offered through Stirlingshire RIA LLC, an SEC registered investment advisor.
2023
Financial Services Consultant, Co-Investment and Innovation Partner
Aug 2023
Let us help you through uncharted waters.
2021
Private Equity, Angel Investor, and Advisor
Feb 2021
Founder & Co
For founders who want to:
โ Learn from real builders(wins, pivots, and lessons)
โ Steal time-saving tools and playbooks
โ Grow smart, without losing control of their vision
Each week we drop:
โ The Builder Brief: 1 strategy, 1 mindset shift, 1 tool
โ Founder Spotlights: stories from operators in the trenches
โ Actionable frameworks to help you execute faster
2004
Compliance Registered Options Principal/Sales Registered Options Principal
2004
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, we have long been at the forefront of the digital revolution, focused on delivering complete and easy-to-use solutions for traders, investors and stock plan participants. Founded on the principle of innovation, E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering. E*TRADE is part of Morgan Stanley, a leading global financial services firm renowned for the quality of its wealth management, investment advisory services, research, and market insights.
Securities products and services offered by E*TRADE Securities LLC, Member SIPC. Investment advisory services offered by E*TRADE Capital Management, LLC, a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC. All separate but affiliated subsidiaries of Morgan Stanley.
ยฉ 2022 E*TRADE from Morgan Stanley. All rights reserved.
Morgan Stanley is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.
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