UST and CWA

Upside Stock Trends recommends low risk, high dividend yield, energy and biotech stocks to accredited investors via consultants for a $12,500 one-time fee.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Los Angeles, CA, US
  • Currency USD
  • Founded January 2015
  • Employees 3
  • Incorporation Type LLC
  • Website upsidestocktrendsllc.com

Company Summary

Upside Stock Trends, LLC (UST) will be the only player specializing in energy and biotech stock recommendation business supported by proprietary software. UST targets 3 million accredited US investors with up to 225 consultants. Ronald Calvin, the founder, is a telemarketing Master with 30 years experience. UST plans year five revenue at $45.9 million. Initial capital raise is $2,500,000 for working capital and marketing expenses.

Team

  • Ronald Calvin
    CEO

    Ronald Calvin founded Upside Stock Trends, LLC and is a telemarketing master with approximately 30 years of telemarketing experience. Since the Company’s inception, Ron has developed a highly effective sales presentation that utilizes expert sales techniques and is accompanied by a comprehensive series of rebuttals.

  • Thomas Morton
    EVP

    Thomas Morton initiated his professional career in sales and marketing in 1983. Over the next 25 years, Thomas Morton participated in the world of Venture Capital raising capital for real estate ventures, oil and gas projects. During this time, he was able to build up a network of Stock Brokers, Analysts and a wide range of clientele. Thomas graduated from UC Santa Barbara (UCSB) in 1986 with a BA in Business Economics and Sociology.

  • Bruce Schwartz
    Senior Advisor and Investor

    Bruce started out his computer career with Lockheed Corporation in Burbank, CA. He was one of the Head Systems Programmers from 1966-1974. He worked at USC as a Systems Programmer and Consultant until 1979 and then worked for ITT Gilfillan in Van Nuys, CA as a Systems Programmer and Senior Manager from 1979-1995. Bruce graduated from the University of California, Riverside (UCR) in 1966 with a Bachelor’s of Science Degree in Mathematics.

Advisors

  • Seth Schwartz
    Unconfirmed
    Ronald Calvin
    Unconfirmed

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