
Platform commercialization @investedgepa | Multibillion dollar product developer | BBQ lover | ISO world's best taco #Fintech #finserv #investments
San Francisco Bay Area
Joined July 2010
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Bought the PerfectAmino 150ct - SPECIAL (6-Pack), check out my review! bodyhealth.com/products/perf… #BodyHealth
Group run #FISConnect ? Heck yeah! Meet Tuesday morning at 6:30am in the @swandolphin lobby? 🏃🏻♂️💨💪
Love the momentum at InvestEdge, Inc.! Recognized again for our client reporting solution :)) lnkd.in/die8fa5
Final day at #NationalLINC with Katie! So happy to see all my friends @TDA4advisors @InvestEdgePA
Stop by and hear why firms trust us with over $1trillon of client assets...go bionic! @InvestEdgePA #NationalLINC @TDA4advisors – at Florida, USA
Sunny beautiful Orlando! Three days of fun 😃 #NationalLINC @InvestEdgePA
I took the @BottleRockNapa"Which Headliner are You" quiz and got...The Black Keys! 1.shortstack.com/3gSR7x/m4np… – at North Carolina, USA
Rusty Sommer retweeted
My wife Jean Sinclair's fiduciary doctrine:
If you're not working in my best interests, please explain whose interests you ARE working for.
Part advisor part cyborg = #fiborg the #fintech advisor of the future xitter.gq/psb_dc/status/73090231… – at San Jose, CA
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@nsturgill leads powerful @nextbank panel discussing #roboadvisers.
#NBSV16 @RustySommer @stojanovicdusan @sdubois
Take negative feedback and accept that it is happening. Realize it's an opportunity to make things better / improve #NBSV16 @catykobe – at San Jose, CA
Most managers seem to fear change more than they fear irrelevance @JPNicols #NBSV16 #fintech @nextbank foliodynamix.com/jp-nicols-q… – at San Jose, CA
Banking' call to action customer-centricity, contextual and design matters @JimMarous #NBSV16 – at San Jose, CA









