Coinbase

Senior Sales Associate | Coinbase Prime

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange.

Account Manager | Coinbase Prime

Credit Suisse

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients
 
• Supported RMs with client relations on a day-to-day basis and maintaining a service culture of excellence 

• Supported team head and RMs to achieve ambitious NNA, AuM growth and revenue targets throughout FY 2017 and Q1 2018.

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (CH)

• Assisted senior management (department head and MDs) in gaining financial transparency of the business area and maximizing sales potential for PB Advisory and Sales.

• Supported weekly and monthly NNA, AuM growth and revenue reporting and financial analysis

• Provided in-depth analysis and specialist advice to investment consultant, relationship management, and wealth planning divisions

Advisory & Sales Private Banking IWM Europe Team 

GRANA

•   Lead a market expansion strategy in Singapore for a fast-growing, Hong Kong based 
    e-commerce fashion start-up

•   Streamlined the company’s supply chain management to meet just-in-time requirements 
    for temporary point of sale (POS)

•   Re-structured data management system to reflect KPI needs and performed cross-reference 
    analytics for new market customer base in order to optimize the pop-up store model 

•   Controlled for expenses and cash flows and advised management as well as on-the-ground
    sales teams

External Business & Sales Consultant

Silverhorn Advisors

•	Lead sales initiatives and supported several multi-strategy in-house funds and two portfolio managers with reporting, reconciliation & client services

•	Performed financial valuation analysis through the use of DCF, trading comparables, and leveraged buyout methodologies

•	Performed in-depth portfolio and benchmark analytics in response to market events and client requests

•	Oversaw daily cash flows and managed asset reconciliations of FI products, stocks, options, futures, and swaps

•	Prepared materials for equity offering and financial advisory presentations and internal presentations

Analyst

Swisspro SR SA

•	Delivered impactful and positive business change by leading sales campaigns and developing a robust market expansion strategy within a team for a leading Southeast Asian based water filtration systems firm in conjunction with the University of St. Gallen. The strategy was successfully implemented to the client’s fullest satisfaction

External Sales Consultant

TalkPool Network Services AB

•	Data entry, client relations, accounting, maintaining filing systems, taking dictation, operating office equipment.

Sales Specialist

Institutional sales leader with 10+ years managing key client relationships across North America, Europe, and Asia (ex-Japan), maintaining a 95%+ retention rate.

I’m part of Coinbase’s core institutional sales team, working directly with our UHNWI segement and strategically critical clients. I grow and manage a high-performing institutional book at the heart of the platform.

Transitioned from TradFi to crypto in 2021 and now help clients confidently enter and scale in the digital asset space—while educating 26k+ LinkedIn followers, with 15M+ content views.

Andrew Axelrod

ASPLS

President

Self-employed

I am President of Montgomery and Hinkle, Inc. I am proficient at all forms of Land Surveying and Construction Surveying. My experience in the field and the office are valuable assests to my company and use these tools and experience to provide our clients with quality performance at a great price,

Professional Land Surveyor

Montgomery and Hinkle, Inc.

Surveying is my passion and I really like providing quality customer service.

KARL SHUMAKER AND ASSOCIATES INC

Rod Man and Instument Man

Herndon Hicks and Associates, inc

I was in charge of many of the Land Surveying and Construction Surveying projects at Herndon Hicks and Associates, Inc. Ranging from closing surveys to the head surveyor in charge of Multi million dollar construction projects.

Professioanal Land Surveyor

Tuscaloosa Fire Department

As a Firefighter/Paramedic I was trained and proficient at the day to day occurances helping protect and care for the citizens of the City of Tuscaloosa. My ability to process the needs of the situation are still a value in my abitlity to meet your surveying needs also.

Firefighter/Paramedic

Began my surveying career in 1986 at Shumaker and Associates, Inc. Loved what I was doing from day one. Being outside and able to meet new people and able to excel. April of 1988 Karl Shumaker met me in parking lot that morning and was promoting me to Crew Chief with my own truck and crew. Two hours later he was killed by drunk driver while surveying. Began working at Herndon Hicks and Associates in May of 1988. Learned and worked my way up to crew chief in a years time. Began a second career with the Tuscaloosa Fire Department in 1991. Firefighter and Paramedic until 2002 but never stopped surveying. While at TFD is was a certified instructor on many topics and taught classes to firemen and the public. Took test for Professional Land Surveyor and passed it the first time I took it in 1998. Have always loved to learn and find new and better ways to do my job. Montgomery and Hinkle, Inc was founded 06/01/11 and we pride ourselves on knowledgeable, timely and professional service to all of our clients. 

Services: Land Surveys, Boundary Surveys, Topographic Surveys, Construction Staking, Elevation Certification, Percolation Tests for Septic installation, ALTA Surveys, As-Built surveys, Fence line surveys, Easements, ect......

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The Battle

Andrew Axelrod

Kevin Hinkle

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