Raleigh, North Carolina, United StatesGideon Strategic Partners is an independent financial services firm specializing in tax-efficient investments, risk management, retirement & estate planning. Since 2012, Gideon Strategic Partners has been helping design and deliver successful, customized programs for high-net worth individuals and corporations. Securities and Investment Advisory Services Offered Through M Holdings Securities,...
Raleigh-Durham, North Carolina and New York, NYI provide C-level operations and strategy expertise with a focus on new initiatives, startups and SMEs. Most recent internal roles include Head of Operations for a blockchain startup (18 months), Director of Development for a CDFI (4 years) raising nearly $30 million. Completed projects include Strategy Development, Process Improvement, Project Management, meeting facilitation, and Best Pract...