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FourLeaf Technologies

Investors don't know how to find the right financial advisors. We’re about to change that using disruptive technology.

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 Krueger
    CEO

    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 Chou
    CTO

    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.

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    Dee Moore
    Director 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 Chang
    Lawyer
    Unconfirmed
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    Michael Harrow, CPA
    Accountant
    Unconfirmed