Entrepreneur Cooperative

The Entrepreneur Cooperative (ECO) brings together experienced founders, operators, and investors to share insights, make introductions, and navigate key decisions.

Member

Data Aviator

Data Aviator is a privacy-first audience intelligence and activation platform built for agencies, brands, and platforms that want fresher intent data, simpler execution, and measurable lift.

We bring together online, offline, and public data sources-verified opt-ins, census and financial datasets, and real-time behavioral signals-to deliver compliant, multi-source audiences you can’t buy off the shelf. With nearly 100 data points per individual, from household and device IDs to purchase intent and lifestyle markers, we help you see not just who people are, but what they’re actively searching for and ready to buy.

What sets us apart:
• Real-time intent: refreshed daily or weekly - never stale lists
• Multi-channel ready: programmatic, social, CTV, email, SMS, direct mail
• Identity resolution: deterministic matching across B2B and B2C
• Flexible delivery: LiveRamp, DV360/CM360, or direct DSP/DMP integrations
• Cost efficiency: cut redundant vendor contracts while improving recency and conversion

Clients use Data Aviator to modernize their audience stack, replacing static, high-CPM lists with dynamic, intent-driven audiences that convert 10-20% better while reducing costs by up to 25%.

Think of it as Google-level search intent, layered with verified identity and behavioral context, delivered straight into your campaigns.

Co-Founder

Pinnacle Wealth Advisory

Founder & President

The Greenberg Group @ MS

I spent 24 years as an Executive Director at one of the world’s top wealth management firms, where I was regularly ranked in the top 2% of financial advisors across the country. I was also part of the firm’s exclusive Chairman’s Club, which recognized top advisors for their service and success.

During that time, I led a trusted advisory practice in the Pacific Northwest, helping high net worth clients, business owners, and institutions with their financial goals. My work included retirement plan design, managing corporate cash, and building investment strategies using hedge funds, private equity, equity and bonds.

What made my approach stand out - then and now - is a strong focus on honest communication, clear strategies, and always acting in the client’s best interest. Today, I bring that same experience to Pinnacle Wealth Advisory, where I help business owners feel confident and in control of their financial future.

Executive Director, Wealth Advisor, Senior Portfolio Manager, Alternative Investments Director

Merrill Lynch

I launched my financial services career as a Financial Consultant at Merrill Lynch, laying the groundwork for what became over 30 years in investment advisory and wealth building.

In those early years, I focused on building strong client relationships - working with individual investors, small business owners, and emerging entrepreneurs. I developed skills in portfolio management, investment analysis, and comprehensive financial planning, while learning how to make complex financial ideas simple and actionable.

I gained experience in market research, securities analysis, and risk management, with a focus on asset allocation, mutual fund selection, and retirement planning. I exceeded new client acquisition goals and built a solid referral base through consistent, high-quality service. Most importantly, I learned that real trust comes from clear communication and a deep understanding of each client’s goals.

The foundation I built at Merrill Lynch prepared me for the sophisticated wealth management challenges I would later take on at Morgan Stanley and ultimately gave me the expertise and perspective to launch Pinnacle Wealth Advisory, where I continue to serve high net worth clients and business owners with clarity, care, and confidence.

Financial Consultant

Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg, CIMA®

SkillPlan

Skilled Trades Tutor

Daily Taoist Foundation 

I help aspiring podcasters bring their ideas to life. I guide them through planning, recording, editing, and promoting their shows. With a focus on high-quality audio and engaging content, I also teach effective marketing strategies to grow their audience. My approach blends technical skills with Taoist principles, fostering authenticity and balance in their podcasting journey.

Podcast Coach

Creative Specialist

The Tao Te Ching was written around 2,500 years ago by a man named Lao Tzu. It is one of the oldest texts in existence and certainly one of the wisest. Its wisdom is timeless and its message as relevant and important now as it was back then.

It is vital that we learn to come back into balance with the natural world, to live in a more harmonious and selfless way and the Tao Te Ching beautifully instructs us in bringing ourselves and our lives into alignment with the 'Tao'

This book will Change Your Thoughts - Change Your Life: Living the Wisdom of the Tao

amzn.to/3tb5SZM

Namaste.

The Daily Taoist

Yukon Gold Partnership 

Investor & Co-founder 

Design, Consulting, Education, Sales, Marketing, and Business Development

https://calendly.com/william-summer

Sustainability Consultant

Doomer Bloomer Media 

Social Media Manager

Co-host of the Doomer Bloomer Podcast/ Stoic & Taoist Enthusiast / The Daily Taoist / Yukon Gold Energy Ltd / Sales & Marketing Expert / Polymath/ Copywriter

Host & Producer

Houle

Performed Balance of Plant (BOP) electrical installations and commissioning for large-scale infrastructure.
Conducted testing, troubleshooting, and system integration to ensure compliance with safety and operational standards.
Collaborated with multidisciplinary teams to meet project deadlines and optimize plant performance.

Journeyman Electrician

Northwestern Polytechnic

Course Development & Delivery: Prepare, update, and deliver engaging lectures and practical labs in the field of electrical studies. Ensure course content is current, effective, and in alignment with industry standards.

Student Engagement: Utilize dynamic teaching methodologies to cater to diverse learning styles, ensuring every student grasps core concepts.

Assessment: Design, administer, and grade assignments, projects, and exams, ensuring they effectively evaluate student understanding and application.

Labs & Workshops: Supervise and conduct laboratory sessions, ensuring a safe and productive learning environment. Ensure equipment is maintained and updated.

Continuous Improvement: Stay updated with the latest in electrical advancements and integrate them into the curriculum. Attend faculty meetings, workshops, and continuous education sessions.

Student Support: Offer guidance and mentorship to students, addressing queries, and providing additional resources when needed. Conduct office hours for individualized assistance.

Collaboration: Work closely with other faculty members, sharing insights, and adopting best teaching practices.

Electrical Instructor

Manning Park Resort

I fix things. and other broken stuff. don't ask, don't tell

Head of Electrical Operations 

Yukon University

Individual and group instruction by means of demonstrations, sketches, explanations and
visual aids.

Prepares lesson plans determines instructional methods, develops, and grades tests in theory and practice of the trade.
Creates and maintains records of students' attendance, progress, attitude, and accomplishments.

Instructs students in the use of tools of the trade, the proper care and use of materials, and safety precautions.
Maintains and controls equipment and supply inventories.

Assists in student learning Canadian Electrical Code, in matters of industry practices and rules, and advice on academic concerns.

GE Renewable Energy

Collected and documented data from wind turbines to assist with analysis and research.

    Repaired various systems by restoring electrical, mechanical and hydraulic functions.

    Maintained and serviced wind turbines on schedule by following exact instructions, technical information, and diagrams.
Reduced downtime during production by maintaining equipment and reducing unnecessary maintenance.

Performed weekly maintenance assessments.
    Maintained tools, equipment, and work sites.
    Generated reports and Excel spreadsheets detailing income, labor hours, and expenses.
    Assisted in the management of business operations by maintaining records and files, preparing cost and inventory reports, and ordering supplies.

Wind Site Technician

Mazzei Electric Ltd.

Assisted in various new construction projects involving commercial, industrial, residential, and building controls. Efficiently work with low and high voltage systems, including LED lighting systems, telecommunication, audio-video, access control, automation, security systems, roof-top units, and variable frequency drives.

Electrician

The Daily Taoist: Balancing Success, AI. Strategic Wisdom, Sustainable Real Estate Development, and Engaging Conversations

I'm driven by a passion for ancient wisdom, modern technology, and building a better world. 

My journey's been unconventional: 

I'm a Red Seal Electrician turned philosopher, which gives me a unique perspective on solving real-world problems.

My experience includes:

* 10+ years of hands-on work as a Red Seal Electrician, grounding me in electrical  fundamentals, renewable energy, wind, hydro and solar installations.
* Passion for architecture and real estate, shaping my understanding of sustainable construction.
* Ph.D. studies in History and Philosophy of Science and Technology with a focus on Taoism – exploring the connections between timeless principles and modern innovation.

This unusual blend of skills fuels my approach to mentorship, sales, and collaboration. 

I believe in turning sustainability into a thriving reality through open communication and a shared vision.

I'm fluent in English and French (working on Spanish) and always ready to connect with like-minded people. 

Let's chat if you're interested in:

* Practical sustainability strategies that drive profits.
* Tapping into my expertise in renewable energy.
* Joining forces to create a more sustainable and harmonious world.

Book a call with me here --> https://calendly.com/william-summer/15min

taplio

The Battle

Doug Greenberg, CIMA®

William Summer

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