I am an experienced businessman and entrepreneur from an early age. My trajectory went from hauling wheeled carts of printer parts thru the streets of Philly and up cargo elevators. To key managerial roles within the financial industry 'complex'. My Start in the Financial world was in 1998. I've always been told, and have been, a 'thought leader' within my circles since the age of 7. From whiffle ball in the alley to seriously impactful business situations. Executive level Corporate Business Development, Sales Strategies via Key Strategic Relationships, Service Teams. Synergies. Particularly well rounded within the financial sector, from the phones straight up into roles including the most challenging industry topics. I am Degreed within the 'Media Tech' Complex, or 'B&C;Communications, Media, Telco' with a Business Minor specifically focused within these exact 'Communications' sectors. And did a stint in Italy traveling with professors from Temple University to Yale. This was focused around Art & Architcture; History & Printmaking, truly cannot leave that fact out. It has shaped my life to this very day, including post study travels across the world. Living abroad young opens your mind and the characters met along the way are never forgotten. Did it right...
Family runs a 55 year old TPA. This means the most detailed guidance & administration for your 401k plan document itself. The rules and regulations mandated et al. Pension Administration & Record Keeping Services. Our family firm has thrived/survived as an 80% consolidation within the market has dominated these days. Per Example; Ascensus, Paychecks or ADP.
We focus in person, can work nationwide. and seriously at fractional costs compared to anyone else we know of. In fact, we have survived because of this philosophy. Other TPA firms and related professionals send us work! This advanced consulting for smaller Businesses, Owners from doctors to attorneys, landscapers and non profits has certainly influenced my well rounded views of the markets. The cherished SMB plan administration sector. Hundreds if not thousands of business owners and Financial Professionals, Accountants and the IRS, over time. Why? We are a non producing TPA; meaning Advisors seek us out, as their TPA of choice to provide IRS mandates for plan design templates and further guide them with the massive amount of rules and regs, behind the scenes. Meaning, they will have time to seek out more business partners come audit season to advise correctly, ethically and to the letters of law. We can be and often are present at the long sales process to explain the always changing IRS and DOL rules; yet we do not pick investment options. The owner/FA does. No conflicts at all.
Other past work includes help in the designing, build and rolling out of Nationally Sold financial products. Creating and managing revenue generating marketing campaigns, with complete ownership of the related accounts. I have worked with and co-managed wholesalers nationwide, working with the best from all firms imagined. From full firm CE conference calls to executive retreats. Representing our well known Chief Economists, Gerontologists, Actuarial Geniuses, even Celebrities of many stripes for speaking slots at meetings, executive boards, management teams. Yes, the conference and key accounts circuit and 'believe me' all related experiences. I am well traveled, currently residing outside Philadelphia with my incredible family and am a proud father. A passionate musical and media fan, and family. I also play Dejembe and percussion 'in a band' called Mama Mac! She is a multi nominated musician including the Grammy Awards. If you read all of this, thank you. Message me. JBg
EDUCATION: Masters in Mathematics; WVU (Graduate Assistant)
BS Mathematics and English - WVIT
University Of Virginia - Post Graduate/Accounting Classes
FORMER TEACHER: West Virginia-Virginia-Hawaii
OTHER TRAINING: Former NASDAQ Representative and Financial Planning
FULL TIME MOTHER: Applied education and background to being a 'stay at home' Mom
who invested for family in the stock market and for offspring's education.
MUSICIAN: PIANO Since age 8
Being a 'stay at home Mom" is a great way to care for family and to have a job at home such as investing in stocks.
ORGANIZATIONS: Political , Civic Association, PTA, Newsletters , Legislation, Art Advisory Board and Public Speaking , Dramatic Arts, Child Care Advisory Commission
MY PASSION IS MUSIC! My father persuaded me to study mathematics and business; however, my passion is Music-----the Piano. Music opens doors . I began at age 8 -----I knew nothing about the guru's of the Stock Market then, However, I would later combine my knowledge in mathematics and music in an attempt to understand the rhythms of the stock market------as I saw the similarity in the two endeavors.
That combination came together as I began reading Joseph E. Granville's books and market letters. Suddenly, the theories of music and timing the market came together for me. I now had the perfect job for a "stay at home" Mom.
I became a voracious reader--------Granville, Forbes, Howard Ruff and opinions on Gold, Value Line at the library--I bought old fashioned charting paper as used in mathematics and an Excel style spread sheet----------and yes a ruler and colored pencils to draw the charts.
My reading list included the Wall St. Journal and Popular Science Magazine to stay abreast of the latest in technology.
In some small way I aspire to write a few articles on Seeking Alpha ----sharing some of my experience as it applies to the stock market in helping a person make decisions.