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

Lexington Capital Management LLC

Provides Insurance and tax advisory services.

Owner

Managing Member

Prager Metis

Strategic Growth and Business Development Partner. Tax Partner.

Partner

The Green Group

Ralph was formerly the mannaging partner of The Green Group. His practice strengths were personal and corporate tax planning, life insurance planning, investment partnerships, hedge-funds, broker / dealer, mergers & acquisitions, preparation of projections, high net worth individual tax planning, and estate and financial planning.  He has industry expertise in real estate, financial services, investment advisory and estate planning. He is a licensed Certified Public Accountant in New York, New Jersey, Massachusetts, and Florida. He also has his license for Life and Health Insurance.

Managing Partner

Friedman LLP

Co-partner in charge of the tax department

Grant Thornton

Strategically commenced the tax and wealth planning for management group.  As the partner in charge of the new division, hired, prepared a business plan and was solely responsible for the implementation, monitoring 20% growth and success of this division.  New procedures were created and the first department tax and financial training program was prepared. Responsible for ensuring efficient workflow and profitability by modifying procedures and assignments.

Neuberger Berman

Executive in charge of the tax division.  Ralph's responsibilities included profitability of the division, marketing strategies, annual business plan, hiring staff & annual reviews.  One of Ralph's greatest achievements was successfully reorganizing the division which improved daily work flow.

Sr. Executive Vice President

EisnerAmper LLP

Member of the executive committee and co-partner responsible for the tax department.  As the co-partner for the tax department, duties included hiring new talent, preparing business plans and assuming sole responsibility for the implementation, monitoring, growth & success of the division.

Currently, Ralph serves as Managing Member for Lexington Capital Management, LLC, a tax and financial services consulting firm with offices in NY, NJ and Florida.  Ralph’s experience spans across Start-Ups, Family Offices and the management of Real Estate.

Ralph was also the Co-Host of the Entrepreneur CEO Show, a weekly national radio program.  

Ralph has owned and operated over 10 businesses including Bintro and Manhattan Scientifics.  He’s also on the board of a number of companies across various industries and the non-for-profits Robert Wood Johnson Charitable Board, Alzheimer's Of New Jersey and CPC Behavioral.  He was previously on the Board of Trustees at Rider University.

Ralph has performed due diligence for a number of private and public mergers and acquisitions (M&A). This includes: Cash flow analysis, Big Data, tax structure and many accounting and tax issues regarding M&A. Ralph is also serving as interim CFO for a Bitcoin/Block-Chain company. 

Ralph truly enjoys thinking outside the box and ensuring that his clients and business partners are inspired and prepared for growth.  Ralph also has a true passion for the game of golf.

Specialties: Tax, Real Estate, Wealth Management, Mergers & Acquisitions, Big Data, Individual tax Planning, Insurance Planning, Estates, Trusts and Securities.  Ralph holds the following designations:  CPA, MST and CGMA and is licensed in NY, NJ, MA and FL.  

Ralph Anderson
Lexington Capital Management, LLC
randerson@lexingtoncapitalmgmt.com
732-673-2772

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Andrew Axelrod

Ralph Anderson, CPA CGMA MST

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