Pilgrim on the 405

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Entries from August 2017

Anthony Beltran and Scott Campbell from Capstone Partners Financial and Insurance Services

August 22nd, 2017 · Comments

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Peter M. Vessenes CEO and Chairman of the Board of ProfitSee, Inc.

August 22nd, 2017 · Comments

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Peter has served as a high-level corporate adviser since 1983. Projects that began with assisting presidents of Fortune 100 companies broadened to include mid-sized corporations, closely held companies, start-ups, and capital formation. Peter is a popular platform speaker and the co-author of two books, Building Your Multi-Million-Dollar Practice and The Golden Rules of Economics: The Real Way Out Of America’s Financial Crisis. His works have been published in Investment News, Wall Street On-Line, The Journal of Financial Planning, Producers Web, Horsesmouth, The Register, Financial Planning Magazine, Adviser Max, American Management Magazine, American Venture Magazine, Broker Dealer Magazine, and more. As the founder and CEO of ProfitSee Inc., his team has created a suite of cloud based software tools that provide Fortune 100 level financial analytics and tools to CPAs and other consultative service organizations that help the fiscal management of their small to mid-sized business clients. ProfitSee is far more than a reporting tool providing powerful insights to manage cash flow, grow profitability, and increase valuation.

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Steve Bender - Advocate for the Underdog

August 22nd, 2017 · Comments

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Kelly Peeler - CEO of NextGen Vest

August 1st, 2017 · Comments

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Kelly is the founder and CEO of NextGenVest.com, the Money Mentor for every student. NextGenVest helps students save time and money with all major financial decisions, starting with paying for college, over text message by connecting them to a Money Mentor, a real person over a 24/7 hotline. Students leave $2.7 billion unclaimed every year in free federal aid for college because they do not fill out the appropriate forms. NextGenVest has helped thousands of students across 40 states get more money for college – last week alone they saved students $143,000 in tuition costs.
 
Prior to starting NextGenVest, Kelly was an analyst at JPMorgan’s Investment Bank covering financial institutions and also as a financial advisor. Alongside her time at JPMorgan, she ran a non-profit that brought entrepreneurship programs to Iraqi Universities (after she traveled to Iraq). After graduating from Harvard, she was selected as one of the eight Kauffman Foundation Global Scholars, accepted as one of 30 up and coming women in Women In America, named by Goldman Sachs as one of the100 Most Intriguing Entrepreneurs, and a named a White House #StartTheSpark Ambassador. Her TED Talk entitled “How to Change the World as a Millennial – Don’t be Stupid With Your Money” is here.

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