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Capital Formation; Investor Relations & Board Member
Apr 2021
AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor. From 1-1 phone meetings to formal Advisory Board positions, you can set your desired compensation and make your expertise available as an advisor to anyone or any company in the world. It all starts by establishing your profile, developing your professional brand, and making yourself available as an advisor on AdvisoryCloud.com . Welcome to your future as an advisor and a lifetime of stimulating advisory work.
AdvisoryCloud has received multiple awards, including taking home the silver award for “Fastest-Growing Company of the Year” at the 2017 Best in the Biz Awards and being ranked 591 on the 2017 Inc. 5000. In 2018 AdvisoryCloud was named the eleventh-fastest-growing company in the Bay Area by San Francisco Business Times, and in 2019 it achieved the “Best Company Outlook” award from Comparably.
Over the last eight years, AdvisoryCloud has truly modernized the way advisory work is done and have grown to include over 12,000+ advisors the AdvisoryCloud platform. Traditionally, connecting with advisory work was all word of mouth and based on who you know, but just as Uber and AirBnB revolutionized transportation and hospitality, AdvisoryCloud has brought the marketplace model to the advisory space, making it as easy to hire an advisor as it is to call an Uber…
Experience · 3 entries
All (3)
Investments (2)
Board (1)
2021
Capital Formation; Investor Relations & Board Member
Apr 2021
AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor. From 1-1 phone meetings to formal Advisory Board positions, you can set your desired compensation and make your expertise available as an advisor to anyone or any company in the world. It all starts by establishing your profile, developing your professional brand, and making yourself available as an advisor on AdvisoryCloud.com . Welcome to your future as an advisor and a lifetime of stimulating advisory work.
AdvisoryCloud has received multiple awards, including taking home the silver award for “Fastest-Growing Company of the Year” at the 2017 Best in the Biz Awards and being ranked 591 on the 2017 Inc. 5000. In 2018 AdvisoryCloud was named the eleventh-fastest-growing company in the Bay Area by San Francisco Business Times, and in 2019 it achieved the “Best Company Outlook” award from Comparably.
Over the last eight years, AdvisoryCloud has truly modernized the way advisory work is done and have grown to include over 12,000+ advisors the AdvisoryCloud platform. Traditionally, connecting with advisory work was all word of mouth and based on who you know, but just as Uber and AirBnB revolutionized transportation and hospitality, AdvisoryCloud has brought the marketplace model to the advisory space, making it as easy to hire an advisor as it is to call an Uber…
2016
Vice President of Investments
Feb 2016
Aegis Capital Corporation “Aegis” has been in business for over 35 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full-range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. Aegis is able to provide quality service through its primary clearing relationship with RBC Correspondent Services whose parent company, Royal Bank of Canada (NYSE:RY), is one of the world’s leading diversified financial services companies. Member: FINRA / SIPC
2011
Private Wealth Manager
Jul 2011
About Spartan Capital Securities LLC:
Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high net worth individuals and institutions. Our in-depth market knowledge, calculated risk management strategy and investment acumen have earned us a strong reputation as trusted Financial Advisors. Our philosophy is simple: Understand our clients’ objectives and execute accordingly. Our experienced investment professionals provide highly customized personal service, tailoring an asset allocation program to enable each client to meet their financial goals.
SCS brings decades of experience in the financial services industry, as well as extensive market knowledge coupled with investment banking and wealth management experience. With a diverse suite of capabilities and unparalleled attention to detail, we have built solid client relationships globally. At SCS, our goal is to deliver strategic, customized financial solutions, tailored to meet each client’s unique requirements and we will continue to serve our clientele with insight, prudence and confidence. SCS also offers advisory and insurance services through its affiliates, Spartan Capital Private Wealth Management LLC and Spartan Capital Insurance Services LLC.
About Spartan Capital Private Wealth Management LLC:
Spartan Capital Private Wealth Management LLC: directly serves high net worth and ultra high net worth clients globally offering a full suite of banking, investment and other wealth management solutions. The business also provides asset management products and services through its partnership with RBC Wealth Managements Portfolio Advisory Group.
