Mineral Joins Carson Group
Talks about Marketing, Financial Planning and Advisor
Milemarker is a Data & Analytics Platform for Advisors
Mammoth Scientific is a venture capital company that specializes in health science and technology funds.
Raised $2,400,000.00.
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.
Raised $2,600,000.00 from Vestigo Ventures, Allianz Life Ventures and Vestigo Ventures.
Carson Group serves financial advisors and investors through its businesses.
The digital growth partner for independent financial firms. We partner with great financial services firms to help them ignite their digital presence, better connect their message with their target marketing and grow their sales funnels.
I oversaw user interface, user experience, and marketing for Orion Advisor Services. Seriously great team, incredible experience.
Oversaw all new relationships from the latter stages of the business development process through the transition of services onto the Orion platform. Led an incredible team of Project & Relationship Managers and Accounting Analysts to properly transition Registered Investment Advisors, Broker Dealers, and Third Party Asset Managers onto software and service platform for fee billing, performance and tax reporting, market analysis, client access, new account processing, mobile app deployment and trading. Successfully led 250+ new customer implementations/transitions accounting for 80B in assets under administration.
We provide web design and marketing solutions for small to medium sized businesses and organizations.
Talks about Marketing, Financial Planning and Advisor
Talks about Leadership, Business and HR
Talks about Life Lessons, Financial Advisor and Practice Management
Talks about Financial Advisor, Practice Management and Entrepreneur