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Top Ideas
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1the numbers are in and I'm officially at 50.4% return for the investments that I've recommended for clients. And I've annualized 27% since I began in 2008. This is great news, I believe only one mutual fund in the country has a higher return over that time period and I remember when people were saying "you're a college student there's no way you can do that kind of stuff without a degree!!"
60 weeks ago from Economics and Finance, Entrepreneurs and Personal Finance1 more
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2the numbers are in and I'm officially at 50.4% return for the investments that I've recommended for clients. And I've annualized 27% since I began in 2008. This is great news, I believe only one mutual fund in the country has a higher return over that time period and I remember when people were saying "you're a college student there's no way you can do that kind of stuff without a degree!!"
60 weeks ago from Economics and Finance, Entrepreneurs and Personal Finance1 more
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3Hey guys, I operate a financial planning/consulting firm that's geared toward entrepreneurs and students. We recently decided to do something relatively different than our peers, and open up our Skype handle so that anyone can pop-in and ask random financial or investment questions. While we still charge a small fee for complex (multi-step) questions....simple questions, such as: "what do you think about investing in commodities?", are very welcome. Our Skype handle is: C9Consulting.
78 weeks ago from Economics and Finance, Entrepreneurs, Web Startups and Personal Finance2 more
About Me
I am a 20 year old entrepreneur who started Cloud 9 Financial Consulting, a financial planning firm that operates fully in the "cloud." My company is geared to serving entrepreneurs and their employees.
I'm a student, double-majoring in Marketing and Finance with a concentration in portfolio management. I want to start an investment arm of my consulting firm and begin to manage money for my past and future clients.
I have a ton of ideas floating in my head, I always listen to music to stop those ideas from floating. I'm very much a kid trapped in an entrepreneurial mind so most of my ideas pertain to making money for everyone, with as little cost as possible.
Thank you for your time.
Work History
- Cloud 9 Financial Consulting
- CEO/Consulting team leader
- October 2009 to Present
I run a company that specializes in analyzing financial statements of individuals(and companies), then creates a customized plan that reduces inefficiencies. Within this financial planning, our clients are shown how to cut costs and therefore retain more of their income.
- The Lampo Group
- Marketing Intern
- May 2009 to January 2010
I performed analysis and research on new trends in marketing, and how they could positively affect the website with 40,000 subscription members. Also worked with web programmers to design and test web applications pertaining to personal finance.
Education
- University of Tennessee-Knoxville
- Finance/Marketing, Portfolio management
- 2007 - 2012
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