Thanks for stopping by! I created GrowthHub to connect with like minded, growth oriented Founders, Operators, CEO's, and Marketing Professionals for collaborating on:
Financial Services | SaaS | FinTech | WealthTech | Growth Hacking
Digital Strategy | Customer Acquisition | Customer Retention
Content Marketing | Growth Analytics
...and all things business expansion.
I've spent the past 15 years in financial services. I was a co- founder and Chief Revenue Officer of Succession Link, the largest digital community connecting financial advisors and RIA’s who are interested in buying, selling or merging their practices. There, I was tasked with uncovering new business and revenue verticals, sales, marketing, and partner strategy for the overall revenue growth of the firm. Succession Link surpassed 40,000 users before being acquired in 2018 by Chalice Financial Technology.
I was co-founder and managing partner of StarPoint Consulting, a recruiting and consulting firm that transitioned over $6 billion in assets under management. Early in my career I held marketing and sales positions with Goldman Sachs & Co, Absolute Capital Management, and First Allied Securities. My current projects, Wimple.com and Clientwell.com are detailed below.
I'm grew up in Western NY (Rochester), went to college in Boston and graduated from Northeastern University with a B.S. Finance / B.S. Management Information Systems. I was fortunate during college to have spent 6 months living and working in London, UK at a research firm named Vickers Equity Research. When not working on business ventures, I enjoy traveling with my wife, golfing, skiing, outdoor activities and spending time with our families, friends, and most of all our dog, Oliver.
Co-Founder & Chief Revenue Officer
Wimple is a financial empowerment platform that provides resources and education to investors and consumers, and lead generation to financial advisors through matchmaking.
Co-Founder & Head of Growth
Digital strategy and content to engage clients for businesses & financial professionals.