We shepherd conversation so that the most impactful insights come from it.

Industry knowledge and effective communication allow us to uncover imperative information.

Conferences, roundtable discussions, all-hands meetings, strategy sessions, brainstorming, committee meetings, workshops, etc. All these terms have one thing in common, and that is they all involve conversation between multiple parties. Information is shared, dialogue is spoken, and key action points are brought to light. These direct insights can allow businesses to make informed decisions. However, these insights need to be vetted and connected across all parties within the conversation. This is where we come in:

Our end goal is to provide an impartial service to guide conversations along, listen intently to all sides of the business, make sure key points are covered, and ensure productive feedback.

Areas of Expertise

Technology

  • 8+ years of experience within IT/Software Development, leading initiatives across various industries.

  • Firsthand experience performing both software development and analytic visualization, while also driving key projects through lifecycles.

  • Led governance and consortium discussions regarding data alignment, software development best practices, and impact analysis.

  • Understanding of corporate structure and ownership, with the main goal of performing conversational analysis on blockers, priority of requests, and impact.

  • Educational background in investment management, computational finance, and various other quantitative security analysis methods.

Personal Finance/Banking

  • 6+ Years of experience working within Global Markets/Capital Markets team, with exposure to trading activity, client relationship management, operational metrics, and advisory services.

  • Personal advisory services and insurance recruiting.

  • SIE Exam credentialed, NC Life & Health insurance license candidate.

Sales

  • Current account executive and business development representative for two start-up technology companies, focusing on software tailored to restaurants and small businesses.

  • In-depth knowledge of artificial intelligence, and its tangible benefits to small business from an operational and digital presence standpoint.

Get in Touch

Please click the link below to help us understand what you are looking to achieve.