WE’RE BIG ON ALIGNMENT IN TEAMS
One of our biggest goals is to create alignment in teams, from front desk staff all the way to investors and advisors.
CULTURAL FIT FIRST
We put cultural fit, character & values first with personal strengths & talents following close behind. Whether our journey together is measured in months, years, or decades we hope our shared experience pays dividends for a lifetime.
GLOBAL THINKERS ◦ COLLABORATIVE ◦ INDEPENDENT ◦ ADVENTUROUS ◦ PROFESSIONAL
OUR STRATEGISTS PLAY POINT ON PROJECTS
WE ALSO SUPPORT EACH OTHER’S PROJECTS
We believe value can be added with knowledge, skills, and expertise. However, value is created when like-minds come together to create something new, something which couldn’t have existed without collaboration.
One person on our team plays point on projects and brings in others as needed to help overcome specific project challenges they are best suited for.
Specialty: Translating ideas into numbers.
Knowledge & Skills: Investments, financials. Data & information systems. Capital sourcing support.
Background: Investments, portfolio management. CFA charterholder. University of Texas, BA in Economics & Business.
Interests: Family, adventures, travel, climbing, world music, boating.
Anything to add? Call me Alejandro or Alex, whichever you’re more comfortable with!
Specialty: Considering all the angles.
Knowledge & Skills: Global business and cross-cultural teams. Education technology. Remote workforce and virtual teams.
Background: Entrepreneurship. Education. Business in Asia. Thunderbird MBA, University of Arizona, BA in East Asian Studies
Interests: Family, mountain biking, climbing, travel, languages and cultures.
Anything to add? “If we want to solve a problem that we have never solved before, we must leave the door to the unknown ajar.” – Richard Feynman
WE BRING IN COMMUNITY PARTNERS TO HELP AS NEEDED.
We value deep subject matter expertise to solve problems powerfully. We enjoy collaborating with others on a team including bookkeepers, accountants, CPA’s, and attorneys as well as subject matter experts in our own field.
We also cultivate partnerships with folks in the community who we’ve hand-picked for cultural fit, work style, and specialized knowledge to help us on our projects as needed.
Specialty: Building rock solid finances to scale.
Knowledge & Skills: Financial forecasting, cash flow management, international finance.
Background: Fortune 500 international finance, small business finance. ESSEC | Paris, MBA in Finance & Economics. Ecole Preparatoire.
Business: United Finance Organization
Interests: Sailing and spending time with beloved husband.
Anything to add? One of my biggest kicks in life is collaborating and being a part of exceptional teams.
Specialty: Focus quickly on top priority.
Knowledge & Skills: Debt financing, financials, managerial accounting.
Background: Commercial lending, small business management. St. Edwards, MBA in Finance. Baylor, BA in Business Administration.
Business: Aric Denton Consulting
Interests: Wakeboarding, boating, ranching.
Anything to add? I speak finance, but I speak human, too.
Specialty: Laying legal groundwork for growth & scale.
Knowledge & Skills: Entity formation & structuring, business contracts, financing docs.
Background: Corporate law, contract negotiation, startup and expansion funding. Cleveland-Marshall, JD, Intellectual Property. University of Toledo, BS, BA in Biology, Chemistry.
Business: ELT Counsel
Interests: Helping investors and founders start and grow companies.
Anything to add? I’ve also been a startup co-founder!