Partner, Financial Consultant, Colorado Springs, USA
Financial Consultant in Colorado Springs Seeking Energy and Technology Businesses Upto USD 5 million
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Name, Phone, EmailAvailable after connect
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CompanyAvailable after connect
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Professional Summary
As a partner in the firm, I bring years of experience in financial strategy, investment management, and retirement planning to provide comprehensive and tailored solutions tailored for each client's individual financial needs and objectives. I pride myself on empowering clients through informed decisions and sound financial consulting in order to secure long-term financial success and wealth management.
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Transaction Preference
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Investment SizeUpto 5 million USD
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Investment Criteria
As a financial consultant, I am focused on working with businesses in the energy, technology, food and beverage, and logistics industries. I prioritize supporting companies located in Colorado Springs and the surrounding areas like California and Colorado.
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Overall Rating
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Local Time5:12 AM (America / Denver)
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StatusActive
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Sector Preference
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Location Preference
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Recent Activity
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Connected with 1 business
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Received 6 proposals
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4 days, 1 hour agoReceived a proposal from Acquire a popular franchise offering printing, shipping, design, and mailbox services for individuals, small businesses.
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Earlier than 15 daysReceived a proposal from New media streaming platform like Netflix or Tubi, using AVOD model sharing revenue with subscribers.
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Earlier than 15 daysReceived a proposal from Craft brewery & pizzeria: uniting community with premium beers and pizzas, generating $300k+ revenue.
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Preferences
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Tags
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