I help entrepreneurs grow their business by establishing finance and operations processes, fueling the sales funnel and shaping strategic operational decisions. I develop new business and product ideas, research them & write pitch decks. Previously, I held sales and M&A positions at Goldman Sachs and [...]
- Strategy And Business Development
- Financial Modeling
- Giving Presentations
- Operations And Stakeholder Mgmt
- Professional Match Making
- Due Diligence
Founder & Managing Director, Commerical Operations, CFO, COO, Strategic Partnerships, Income Tax [...]
Successfully founded a Google funded customer facing tax and financial services technology startup in 2011, servicing over 1.7m users annually. I have 15+ years’ experience in working across the global financial services sector and building key relationships with banks, insurers and financial [...]
As portfolio professionals, we make money in a variety of ways - freelance work, running businesses, consulting, teaching, entrepreneurship and other general gig situations - so how can we know where to begin when it comes to managing our diverse income streams? After almost thirty years working for [...]
Having co-founded a strategic business communications firm in New York, and worked at some of the best-known global companies, Tina has built a portfolio career using this foundation to brand, coach and counsel executive professionals. Reflecting on the different stages of her career, Lexi caught up [...]
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