FourLeaf Technologies
Investors don't know how to find the right financial advisors. We’re about to change that using disruptive technology.
- Stage Concept Only
- Industry Financial Services
- Location Belvedere Tiburon, CA, USA
- Currency USD
- Website http://financialadvisorconnection.com (under construction)
Company Summary
The Financial Advisor Connection is a web-based education and marketing platform that will help qualified financial advisors distinguish and position themselves so they can offer their services to a mass affluent audience of investors hungry for guidance.
Team
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Pam KruegerCEO
Creator, Executive Producer - Award-Winning MoneyTrack PBS Series & Author, The MoneyTrack Method Book Published by John Wiley & Sons, 2 Gracie Awards, 2 Emmy Nominations, & The Financial Literacy Institute’s Most Prestigious Financial Educator of the Year Award 2010. Pam is spokesperson for Jump$tart Coalition to increase financial literacy among teens. Pam spent ten years in financial services industry.
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Jesse ChouCTO
Executive Corporate/Technology Leader - Oracle, Sybase (now SAP), Roxio (now Rovi), Digital Equipment Corp (now HP)
In-Depth Knowledge of Next Generation Data & Social/Community Building Technologies. Specialties: entrepreneurship, venture acceleration, business model / strategy, engineering / productization, M&A, Internet / cloud, web20 social media, big data, data analytics, security, network, mobile. -
Dee MooreDirector Advisor Relationships
Experience in financial advisor services for 20+ years. Dee has extensive and experience working with advisory firms documenting best practices workflows and managing complex projects. Dee has held management positions at Fidelity Investments and TD Ameritrade.
Advisors
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Emil ChangLawyerUnconfirmedMichael Harrow, CPAAccountantUnconfirmed
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