Connie S

San Francisco, California, US

Founder & CEO
Connie's Skills
Finance
Strategy
User Experience
Design
Operations
Fundraising
Recruiting
Sales
Business Development
Public Relations
Growth
Marketing
Background

Startup Experience

First time founder

About Connie

I have a background in finance, working in wealth management with one of the big 4 investment firms. I am skilled in business development, ideation, and business management.

I am looking for a technical co-founder who has experience in big data/artificial intelligence, and can build a wearable product. Please message for details.

Work Experience

Vice President, Financial Advisor

Ameriprise Financial Services, Inc.

July 2019 - Today

--Sold and integrated my 30-million-dollar practice into one of the top Ameriprise private wealth practices in the D.C. area --Trained my successors on financial advising, practice management, and financial planning

Board Advisor

blockchange.ai

September 2019 - Today

--Advise CEO and team on integrating digital asset platform into financial advisory practices --Make introductions to independent financial services firms

Founder and CEO

Veritech Performance Group, Inc.

February 2020 - Today

--Develop Virtual Reality technology to train Naval Officers --Manage Naval training specialists across the country --Communicate with government entities to ensure training is executed appropriately

Financial Advisor

Merrill Lynch

September 2014 - July 2019

--Achieved #1 in client acquisition in the Mid-Atlantic region every year since registration. Each client was of average liquid net worth around $250,000-$500,000 --Spoke at dozens of national internal and external engagements --Advised 60 current clients while developing new client base --Trained financial advisors across the nation on best practices in acquiring new business --Trained personal interns and assistants on how to cold call, acquire sales, and manage a practice of clients --Organized largest diverse events in the region pertaining to female, Asian American, and the LGBTQ communities --Held Regional Acquisition Board position as the youngest member ever inducted, where I advised Andy Seig, Head of Merrill Lynch in business growth and acquisition

Education

University of Maryland

B.S. Business Management

2009 - 2013

Certification

FINRA Series 7

FINRA

FINRA Series 66

FINRA