Playbook Academy

Simple playbooks for massive growth. One powerful growth playbook, delivered every Saturday morning. Acquire the mindset, tools, learnings and habits of elite entrepreneurs.

Writer

Saucey

Saucey is the leading e-commerce, compliance and logistics provider to regulated retailers. Powering safer and more convenient experiences for customers and retailers. 

We work with regulated retailers across 1,200+ cities to drive additional revenues, customers and provide insights/tools to help them manage their store online. 

Saucey also powers some of the world's largest brands to connect with and understand their end consumers, including Diageo, AB-InBev, Bacardi, Coca Cola, Constellation and more.

Highlights:
-Millions of happy customers across the U.S.
-Grown from $0 to hundreds of millions in sales
-Sent customers to the Super Bowl, Olympics, Adult Summer Camp and more
-Driven hundred of millions in incremental revenue to independent retailers 
-Built smart appliances that auto re-order beer
-Channing Tatum, Nick Jonas and more have all been delivery drivers
-Launched dozens of new brands into target markets

Founder & CEO

ROARKE

Roarke is an unlimited Design & Web Development subscription for the world's most ambitious brands.

Used by SaaS companies, Startups, DTC brands, Agencies, Franchises, and high-growth businesses to unlock their potential online. Roarke supercharges the design and development process, helping companies move faster and bring big ideas to life seemingly overnight.

Partner

Hampton

Hampton is a private, highly vetted community of high growth founders, entrepreneurs, and CEO’s.

Founding Member

Emjay

Emjay is a leading omni-channel cannabis technology platform.

In it’s first two years:
-Hundreds of thousands of customers served
-6 M&A transactions
-Grew from $0 to 7-figures/month in 6 months
-First native iOS application to sell cannabis in the app-store

textPlus, Inc.

textPlus is one of the largest texting & calling apps with over 70M users.

I oversaw US marketing/growth, user acquisition and CRM through digital and traditional channels. Including being one of the first/largest advertisers on Facebook's native ads platform (brand new at the time). Acquired millions of new users/month, tracking performance, executing & reporting against key KPI’s, and identifying channels that brought in higher LTV customers.

Helped plan our international launch. Oversaw all creative for advertising, marketing campaigns, and the textPlus brand.

Lead our ad sales platform, securing $millions in ad revenue from some of the world's largest brands.

Separately split out a small 6-person team to build an ultra low-cost international calling platform. Took it from concept / design / telco contracts to launch in 2.5 months.

Marketing Director & Head of Partnerships

Jarvus (Acquired by textPlus)

(Acquired by TextPlus) Jarvus was an iOS app that let people capture life's moments with their friends and family. It would analyze the geo-tags and time-stamps in your iPhone's photo album, match you with Facebook friends that were in the same places at the same time, and easily create group albums using you and your friend's photos. 

You could apply beautiful filters, effects and stickers to your content, and upload/share the collective "memories" / albums on Jarvus or across your social accounts. 

Featured on Jimmy Fallon. Celebrities shared moments with their friends and fans. TextPlus tagged us in a post on Jarvus that they wanted to acquire the platform. The rest is history.

Coupeez Inc

Coupeez was an early online deals platform unlocking customer savings across local businesses.  

-Lead product design and built the iOS and Android applications (very early app-store days). This is what opened my eyes to how mobile was going to change every business in the world.
-Designed our UI & UX for web, iOS, and Android from scratch. 
-Curated categories of deals and onboarded thousands of local businesses throughout California to our marketplace.

Head of Product

Over the past decade, I've built three multimillion-dollar businesses while growing a family and raising four children.

I started with no resources, no connections, and didn’t have access to the playbooks that would have made the journey 10X easier. 

As a kid, I made money garden landscaping for families at church, manufacturing merchandise for private clubs, and then developing websites and running ad campaigns for local companies.

By 21, I was founding companies. In the decade since, I've:

➤ Generated $300M+ in revenue
➤ Built operations in 1,000+ U.S. cities
➤ Served over 3 million customers globally
➤ Helped grow hundreds of small businesses
➤ Raised $30M+ in capital from Angels, VCs, Private Equity, and Family Offices
➤ Successfully navigated both successful and failed multimillion-dollar acquisitions
➤ Been featured in leading publications like Forbes, Bloomberg, Entrepreneur, USA Today and more
➤ Worked with and advised the world's most iconic brands, including Diageo, Mars, Tesco, 7-Eleven, AB-InBev, Molson Coors, and Constellation

BUT, the journey was hard (harder than it needed to be).

I’ve faced many of the things you don't think about when starting a company:

→ Fought off (and won) predatory lawsuits
→ Closed a Seed round days after my wedding
→ Negotiated with demanding government agencies
→ Worked with lobbyists to introduce or change legislation
→ Raised a Series A while in the hospital for my first son's birth
→ Navigated a failed multi-million dollar merger while my daughter was born
→ Survived near-extinction events where we had single-digit weeks or days to save the company

Personal interests: Boxing, strength training, being in the ocean, spending quality time with my wife Danielle and our four little ones.

———

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Chris Vaughn

TheFinanceNewsletter.com

TheFinanceNewsletter.com reaches 100,000 newsletter subscribers weekly.

Fluent in Finance is one of the largest and fastest-growing financial media and education companies, publishing finance news and content. Our website, blog, newsletter, and 3 million+ followers allow us to reach millions each day, with half a billion impressions each month.

Our insights and advice are recognized inThe Wall Street Journal, Forbes, CNBC, TIME, Fortune, Inc. Magazine, Business Insider, CBS, NBC, FOX, Nasdaq and more.

We're on a mission to help millions get smarter with money by making financial education more.

Fluent in Finance simplifies complex financial topics into engaging content to help millions get smarter with money. Our goal is to educate and empower millions by making intricate financial concepts easily understandable.

Andrew Lokenauth has 15+ years of experience working across Wall St. and Tech, holding roles at Goldman Sachs, Citi, and JPMorgan. He holds his degree in finance.

Our community is a mix of 6 to 7-figure professionals who are investors, business owners, decision-makers at some of the largest companies, and finance enthusiasts who are interested in building wealth and getting smarter with money.

Beyond publishing, we offer brands and businesses digital marketing and content creation advisory servies. Our team excels at developing custom strategies, social media content, and copywriting that boosts visibility, engagement, and reach for our partners.

We can help create and distribute content, reach new audiences, increase brand awareness, maximize your online presence, spark word-of-mouth conversations, generate sales, and further expand your business.

You can find us by looking up @FluentInFinance on all social networks.

You can reach me at WeCanPartnerTogether@gmail.com

Join us in our mission to educate and empower the World to get smarter with money!

Fractional CFO Solutions

As an advisory company, we provide strategic financial and accounting guidance to numerous high-growth startups and tech companies, helping them optimize their strategies and scale successfully.

Our clients are on track to collectively generate 8-figures of revenues. With our clients, who typically generate between $1-5M in annual revenue, we have established a strong track record of achieving key financial goals through data-driven planning, forecasting, cash flow optimization, fp&a, financial reporting and investor management.

Our financial expertise and strategic counsel are instrumental in helping these companies streamline operations, access capital, and unlock rapid growth.

With hands-on support in budgeting, forecasting, investor reporting, M&A and more, we empower leadership teams to optimize financial performance and focus on scaling their business.

We are conveniently located in Downtown Tampa at 512 N Franklin St., Tampa Fl, 33602.

Fractional CFO (Chief Financial Officer)

Signature Bank

Oversaw all aspects of blockchain operations including financial reporting, fp&a, security, infrastructure, and DevOps. Worked closely with compliance leaders to implement controls to meet financial regulations.

I led an expert engineering and product team to develop industry-leading blockchain capabilities from the ground up. I effectively managed multi-functional agile teams across product, engineering, compliance and operations. This provided our company with a significant competitive advantage.

SVP, Head of Crypto/ Blockchain Operations

Cover Genius

As the first finance hire for Cover Genius in the Americas, I enabled management to make better-informed decisions by turning complex financial data into clear, actionable insights. I played a pivotal role in the company's U.S. expansion, working closely with regulators, insurers, underwriters and sales partners on key finance, accounting and reporting initiatives.

I oversaw all aspects of financial management including monthly reporting, budget analysis, investor presentations, and fundraising support. My experience with M&A activities, due diligence, and scenario planning informed the company's expansion strategy and acquisitions.

To foster continued growth, I incorporated cryptocurrency payment capabilities, built revenue models for new products, and led system implementations and team development.

Overall, I leveraged my finance expertise to provide strategic counsel and implement transformative capabilities. My leadership and analytical skills were vital in evolving the finance function to meet the company's rapid growth and expansion needs in the U.S. market. I effectively aligned finance priorities with broader corporate strategy to accelerate business results.

Director, Head of U.S. Finance/ Accounting/ FP&A

Amalgamated Bank

As SVP and Head of Financial Reporting at Amalgamated Bank, I played a pivotal role in supporting the bank's growth trajectory including through its IPO and strategic acquisition of New Resource Bank. I built the bank's first 10-K filing after going public and spearheaded the successful launch of WDesk as our enterprise financial reporting system. Through process enhancements and automation, I reduced the accounting close period by several days.

I served as a strategic advisor, providing senior leaders and the Board with clear insights into financial performance to inform planning and investments. My responsibilities included preparing earnings releases, investor presentations, and Board packages as well as conducting analysis on KPI trends and variances. I also drove financial modeling and process improvement initiatives.

In addition, I oversaw all regulatory filings such as 10-Qs, 10-Ks, MD&As and Call Reports. I researched and interpreted complex GAAP guidance to determine proper accounting treatments and footnote disclosures. I also calculated key financial metrics like EPS, NIM and capital ratios to facilitate executive decision-making. My expertise in analytics on loan/deposit portfolios and investments delivered further visibility into performance.

Overall, I leveraged my financial acumen and leadership capabilities to help accelerate the bank's growth while ensuring diligent financial oversight and governance. My commitment to insightful analysis, process excellence and regulatory compliance strengthened the organization's capabilities.

SVP, Head of Financial Reporting & Accounting Policy (interim Controller)

As Vice President, I evaluated overall business performance and conveyed key metrics and insights to executive management to inform strategic decisions. I created detailed financial models to accurately project revenue under various scenarios. Additionally, I automated processes through SQL, Python, and R to optimize efficiency.

A key contribution was leading the successful implementation of Signet, our blockchain-based digital payments platform. I developed financial reporting templates to track cryptocurrency activity, handled required crypto accounting, and ensured adherence to financial regulations.

Overall, I leveraged my analytical skills and technical expertise to provide data-driven intelligence, optimize critical finance functions, implement transformative technologies, and deliver operational efficiency improvements. My work generated actionable insights and enhanced decision-making capability for leadership.

Vice President, Head of FP&A

J.P. Morgan Asset Management

As an Associate, I handled a wide range of banking, credit, treasury and operation responsibilities. I regularly evaluated performance metrics, identified trends through data analysis, and presented key insights to stakeholders to enable data-driven decision-making and support overall business growth.

Specifically, I analyzed complex financial data and created models to assess the potential impact of various business decisions such as new product launches, expansion into new markets, and M&A opportunities for strategic planning.

Additionally, I developed and maintained accurate financial models to forecast revenue, expenses, and profitability under various scenarios. My models provided visibility into future performance.

I provided actionable, forward-looking insights and recommendations to deliver the business intelligence needed by stakeholders to make decisions that accelerated growth.

Associate- Global Wealth Management

The Excel Experts

Sold our company for a 7-figure exit.

We developed efficient workplace tools and optimized workflows through spreadsheets, VBA programming, data organization, and productivity best practices. I provided customized solutions tailored to each client's specific business needs to enhance productivity, efficiency, and competitiveness.

Our all-inclusive training and support services incorporated both onsite and offsite instruction as well as ongoing remote support across the Microsoft Office Suite. This comprehensive approach ensured clients fully leveraged their software capabilities and personnel.

Our clients benefited from streamlined workflows, structured data frameworks, and greater flexibility. For example, we developed a custom inventory management template for a retailer, allowing them to scale operations across 20+ locations. Their newfound agility and organization led to expanded market share and double-digit growth over two years.

Overall, our solutions delivered measurable gains in productivity, efficiency, and flexibility for clients. This enabled business growth, higher profitability, and competitive advantages for the organizations we worked with.

CEO & Co-Founder

As the leader of the investment operations team, I oversaw all aspects of investment analysis and operations. Through conducting an in-depth analysis of our investment portfolio, I evaluated overall performance benchmarks, identified growth opportunities, and surfaced key insights to inform stakeholder decision-making on capital allocation. My work was instrumental in optimizing our investment portfolio performance.

In addition, I provided senior management and key business partners with actionable insights and data-backed strategic recommendations to capitalize on growth opportunities. 

I leveraged financial data and industry knowledge to provide impactful recommendations and strategic counsel to accelerate business growth and results. My commitment to conducting insightful analysis enabled stakeholders to make informed decisions for the organization.

Manager - Investment Ops

Goldman Sachs

Developed financial models, projections, and valuations to assess potential investments, mergers and acquisitions, capital expenditures, and other key business decisions. Additionally, conducted an in-depth analysis of financial statements, trends, and key performance indicators.

Finance Ops

👋 Follow for daily tips on careers, finance and personal growth.

💥 Join 100,000+ readers at TheFinanceNewsletter.com — the newsletter that helps you become smarter with your money, career and life.

Hi, I'm Andrew Lokenauth. I love to talk about finance, and as a result over 3 million follow my insights every day on social media.

My insights and advice are recognized in the Wall Street Journal, Forbes, CNBC, Fortune, Business Insider, and Yahoo Finance.

My knowledge comes from 15 years working across Wall Street, Banking, and Tech, holding roles at Goldman Sachs, CitiBank, and JPMorgan, and earning my degree in finance. 

I leverage my education and professional experience to provide insights into investing and personal finance, helping you become smarter about money and finances. 

I am also an advisor and angel investor to several startups and small businesses. I help clients scale their companies, their leadership, and themselves. Additionally, I own and operate several cash flowing businesses within my personal HoldCo. 

As a speaker, I'm well-positioned to speak about careers, leadership, and finance. I will always deliver a talk that engages and motivates your audience. 

Also, I am a finance writer, long-term investor, and event-driven swing trader.

I write TheFinanceNewsletter.com for 100,000+ subscribers — the newsletter that helps you become smarter with your money, career and life. You can read previous issues at TheFinanceNewsletter.com.

You can find me by looking up @FluentInFinance on all social networks.

I'm on a mission to help empower millions, making financial education accessible for free.

I'd love to connect and learn more about how we can work together! Reach me at WeCanPartnerTogether@gmail.com.

Andrew Lokenauth

What do you think?

What does wealth mean to you?

I write TheFinanceNewsletter.com, trusted by 100,000+ professionals➖ Follow to get smarter with your career, finances & life ➖ 20yrs in finance, trusted by 3 million+ followers.

graphical user interface, text, application, email

Nvidia's CEO may have the best LinkedIn profile ever —  from dishwasher to CEO.

graphical user interface, text, application, chat or text message

What would you add?

8 rules for financial success:

1. Avoid high-interest debt
2. Think in decades, not days
3. Build an emergency fund (3–6 months)
4. Create a budget (give every dollar a job)
5. Invest in yourself (learn skills to raise income)
6. Negotiate everything (salary, rent, rates, fees)
7. Invest in index funds (time in the market > timing the market)
8. Build multiple income streams (job, side income, investments)

Layoffs in October were the highest since 2003.

Amazon just announced 14,000 layoffs. UPS announced 48,000 layoffs. Intel announced 20,000 layoffs.

But Ford has 5,000 open mechanic jobs with 6-figure salaries due to a shortage of skilled workers.

You know who won’t be replaced by AI?

Electricians, plumbers, mechanics, and trades people.

The US went through the highest number of layoffs since 2003 for October.

153,000+ layoffs last month, and Q4 layoffs have just begun.

It’s a replacement cycle. AI and cost-cutting are the main reason for these cuts. These jobs will not return.

What do you thinm?

US unemployment rate revised up to 4.36%, the highest since 2021.

Expect the unemployment rate to rapidly rise from here on out. AI will cause unemployment to go to 10-20% within the next 5 years.

Americans with college degrees make up 25% of all unemployed, a record high.

Even worse? Student loan defaults hit a record 14.3%

Should student loan debt be forgiven?

BREAKING: Google released Gemini 3 and says it’s the now World's most intelligent AI model.

Security Verification | LinkedIn

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li_at

Talks about #money, #economy, #investing, #technology, and #personaldevelopment

Great line-up. The right mix of voices on one stage can shift how people think.

3x Founder | 2-Exits | Helping Companies Grow And Generate Demand | $650M+ Revenue | Angel Investor

Excited to share the stage with my good friend Gal Fontyn, together with Asaf Raz, Maya Mandelbaum David Ronen & Ajinkya Nene. Looking forward to this!

taplio

The Battle

Chris Vaughn

Andrew Lokenauth

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taplio

The Battle

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Andrew Lokenauth

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Andrew Lokenauth's LinkedIn Performance

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