Finance & Accounting

BTU #167 - Army Pilot to seed stage Venture Capitalist (Aaron Stachel)

BTU #167 - Army Pilot to seed stage Venture Capitalist (Aaron Stachel)

Thank you to all of you who completed my survey in March about what type of guests you would like to have on the show. The #1 requested career path was Venture Capitalist... and it took me a long, long time to finally connect with a Veteran in this career path. We talk not just about Venture Capital and entrepreneurship, but we talk about topics relevant for veterans in every career path: networking, risk taking, and more.

BTU #163 - Army to Season 2 Apprentice Winner (Kelly Perdew)

BTU #163 - Army to Season 2 Apprentice Winner (Kelly Perdew)

Kelly Perdew is the Co-Founder and Managing General Partner of Moonshots Capital, which he founded with a fellow West Point grad, and exists to invest in exceptional entrepreneurs with world-changing ideas. He started out at West Point, after which he served in the U.S. Army as an Intelligence Officer. Since then he has worked as a Founder, Board Member, CEO, COO, CFO, as well as in Business Development, and Sales. He has raised institutional financing, grown businesses, down-sized businesses, and sold businesses for 8-figure exits. Perhaps most uniquely, he is the Season 2 Winner of The Apprentice, after which he apprentice to Donald Trump and was involved in multiple real estate projects with Donald Trump. He holds both an MBA and JD from UCLA.

Why Listen: 

Kelly has such a unique background and has had so many different aspects to his civilian career. In this interview we talk about what it is like to be an investor, and advice for Veterans wanting to pursue this path. We also talk about entrepreneurship, and advice to Veterans who want to start their own company. We talk about work life balance, recovering from failure, what those final moments were like on The Apprentice, and so much more.

BTU #152 - Financial Planning & Entrepreneurship (Aaron Milledge)

BTU #152 - Financial Planning & Entrepreneurship (Aaron Milledge)

Many guests on my show in the past have advised those on Active Duty to take care of their finances so that they have the time they need to find their ideal career. Well, today’s guest, as a financial advisor, has made it his profession to help people take control of their finances. He talks about financial advising as a career path, as well as what it has been like to start his own company.

BTU #149: Marines to Finance & COO @ Alpha Architect (Patrick Cleary)

BTU #149: Marines to Finance & COO @ Alpha Architect (Patrick Cleary)

This is a must-listen-to episode. Patrick covers so much ground in this interview - we talk about choosing a team that is lean and mean; we talk about his experience not being sure of what to do for 5-6 years, wandering from business school to consulting to ultimately finding a place he passionately calls home; we talk about work and life balance and how to think about this as an entrepreneur; and we talk about finance and entrepreneurship. There is so much great advice in this interview!

BTU #134 - Founding Alpha Architect (Wes Gray)

BTU #134 - Founding Alpha Architect (Wes Gray)

There are so many reasons to listen to today’s episode. First, finance. Wes was introduced to me by a Wall Street Journal article that my brother-in-law Matt Dankner sent me and said basically, ‘Check this guy out, you need to get a hold of this guy’. I’m still blown away that Wes has taken the time to speak with me. The Wall Street Journal article talked about how successful Wes has been in starting and growing his own asset management firm, which is extremely difficult to do. We talk about so much in the episode. We talk about how when Wes was in the midst of his Ph. D. he joined the Marines. We talk about how that experience has helped him get this far. We talk about why vets are well-suited for fundraising. We talk about how to sell with a passion and how to find a mission you’re excited about. And most importantly we talk about the very simple secret to create success which is to grind every day. I think you’ll find Wes’ experience motivating and inspiring.

BTU #127 - Preparing on Active Duty for a Career in Financial Planning (Forrest Baumhover)

BTU #127 - Preparing on Active Duty for a Career in Financial Planning (Forrest Baumhover)

Forrest anticipated his transition very early on and prepared for starting his own company in a very proactive way. This is also my first interview with a financial planner, and may be an interesting career path for other veterans.

BTU #122 - Army to CEO of Skullcandy (Jason Hodell)

BTU #122 - Army to CEO of Skullcandy (Jason Hodell)

Jason Hodell is the CEO of Skullcandy, which markets headphones, earphones, speakers and other products. Skullcandy was founded in 2003 and acquired in October 2016 by Mill Road Capital for $200 million. Jason started out at West Point, after which he served as an Infantry Officer in the US Army for five years. After the Army, he picked up his MBA at Wharton.He had an impressive career prior to Skullcandy, which we’ll discuss in the interview, and joined the Skullcandy team initially as their CFO & COO.  Since that time the company has grown revenue from $210M to approximately $300m, and he was appointed as the CEO of Skullcandy  about one year ago.

BTU #116 - Finance, Founding team at Live Ops, and starting High Ridge Global (Patrick McKenna)

BTU #116 - Finance, Founding team at Live Ops, and starting High Ridge Global (Patrick McKenna)

Patrick is the Founder and Managing Partner at High Ridge Global, which is a private investment and advisory firm. He started out as a ROTC student at the University of Southern California, after which he served as a Signal Corps Officer in the Army for four years. After his service he got his MBA at Georgetown. He has worked at JP Morgan, Morgan Stanley, was part of the Founding Team of LiveOps (a company that grew to over $100M in revenue), and has founded, invested in, and served on the board of multiple companies.

BTU#102 - Christopher Perkins: Marines to Managing Director at Citi

BTU#102 - Christopher Perkins: Marines to Managing Director at Citi

Christopher Perkins is the Managing Director and Global Head of OTC Clearing at Citi and founder of Citi’s Military Veterans Networks. He started out at the Naval Academy, after which he earned a Master of Arts in National Security Studies from Georgetown University. He then served as an officer in the Marine Corps for over nine years. After the Marine Corps, Christopher worked at Lehman Brothers as their US Head of Derivatives Intermediation. He is also the co-founder of Veterans On Wall Street - an initiative dedicated to honoring former and currently military personnel by facilitating career and business opportunities in the financial services industry.

BTU #94 - Phil McConkey: Navy to NFL Super Bowl Winner & Investment Bank President

BTU #94 - Phil McConkey: Navy to NFL Super Bowl Winner & Investment Bank President

Phil McConkey is the President of Academy Securities, our nation’s first and only post 9/11 military veteran and disabled veteran owned and operated investment bank and broker dealer. Phil has served in this capacity for the last 6 years. He started out at the Naval Academy, after which he served for five years as a Naval Aviator. After his military service, spent 6 years in the NFL, with the Packers, Cardinals, Chargers and the Giants - where he won the Super Bowl.

BTU #83 - Chris Dattaro: Navy to Goldman Sachs to Operations at Lyft

BTU #83 - Chris Dattaro: Navy to Goldman Sachs to Operations at Lyft

Chris Dattaro is an Operations Manager at Lyft in Washington DC. He started out at the Naval Academy, after which he served as a Surface Warfare Officer for five years. After departing the Navy, Chris participated in the Goldman Sachs 3 month Veterans Integration Program, before joining FBR, an investment bank, in an Institutional Equity Sales role. He briefly worked at Trustify as the Director of Recruiting before joining Lyft. Chris is married to an active duty Lieutenant and HR Officer and he is also active in his spare time coaching veterans about their career transition to the civilian workforce and working with veteran entrepreneurs.

BTU #55 - Ashley Snyder: Air Force Medical Services corps to Google operations

BTU #55 - Ashley Snyder: Air Force Medical Services corps to Google operations

Ashley Snyder is the Global Process Manager, Finance Operations at Google. She started out at the US Air Force Academy, where she studied Operations Research and was a Distinguished Grad. After the Air Force Academy she went on to MIT, where she earned her Masters in Operations Research, while also serving at Draper Laboratories as a Operations Research Analyst. She then served for five years in the Air Force in a variety of capacities as part of the Medical Services corps, including positions as

BTU #53 - Ben Vickery: Marine Corps Sergeant to Google Finance

BTU #53 - Ben Vickery: Marine Corps Sergeant to Google Finance

Ben Vickery works at Google as a Finance Associate. He is also pursuing his MBA at Berkeley while full time at Google. He started out as Sergeant in the Marine Corps and served for nearly five years, including time as an Afghan Pashto Cryptologic Linguist at 1st Radio Battalion. After the Marines, he went to Columbia University and then on to Google. He also works as an Associate Instructor at Four Block, an organization that equips high potential veterans to achieve great careers at our nation’s top companies.

BTU #49 - John Quarles: From SEALs to Chief Financial Officer

BTU #49 - John Quarles: From SEALs to Chief Financial Officer

John Quarles has served as the Chief Financial Officer (CFO) for two different startups, where he has raised over $150M of equity and debt for his companies. John is a graduate of the US Naval Academy, and served as a Navy SEAL as part of SEAL Team 8. After transitioning from the military, he worked as a consultant at Accenture for one year prior to attending Harvard Business School. After HBS, he entered the Finance Industry and began his progression towards CFO.

BTU #41 - Steven Muller: Submarines to Finance to Google, setting your path

BTU #41 - Steven Muller: Submarines to Finance to Google, setting your path

Steven Muller works at Google as a Global Strategic Business Development for Google Play. He started out at the Naval Academy,after which he served in the Navy for four years with the Submarine Force as part of the USS West Virginia. After transitioning out of the Navy he worked for 5 years in the Finance Industry: first at Barclays Capital as their Associate Director - Head of Derivative Client Valuations, North America; then at Deutsche Bank as a Vice President. He then transitioned to Google, where was a Finance Manger for 4 years before his current role. Steven holds an MBA from the Duke Fuqua School of Business and a Master’s Degree of Engineering Management from Old Dominion University

BTU #39: Frank Van Buren - Blackhawk pilot to 18 years in Financial Services at Wells Fargo

BTU #39: Frank Van Buren - Blackhawk pilot to 18 years in Financial Services at Wells Fargo

Frank Van Buren lives in North Carolina and works at Wells Fargo in their High Yield Sales & Trading Group. Frank started out at the Shippensburg University of Pennsylvania, where he did Army ROTC, after which he was commissioned as a Second Lieutenant in the National Guard/Reserve, and then decided to become a Chief Warrant Officer on active duty in the US Army, where served as a Blackhawk pilot for six years. After his transition from the Army, he earned his MBA from the University of North Carolina at Chapel Hill. He has worked at Wells Fargo for the last 18 years, first as part of their Investment Banking group and then as part of their Fixed-Income Sales & Trading groups. He also runs the site, AdviceForVets.com.

BTU #35 - Casey Carroll: Sales & Trading in the Finance Industry

“I think that’s one of the things that I love most about my job is that my whole life I’ve always been interested in the news and what’s going on in the world. Now I feel like I get paid to pay attention to it. Any obscure reference, you could make a case that it can have an effect on the market. And for that reason, you truly have to stay engaged in what’s going on." – Casey Carroll

Casey Carroll lives in Charlotte, North Carolina and works with Wells Fargo in their Credit Sales department. He started out at Duke University, where he studied History and Visual Arts, and was on the Men’s Lacrosse Team. He served for four and a half years in the Army with the Rangers as a Fire team Leader. After transitioning from the Army he returned to Duke, this time at their Fuqua School of Business.

In this conversation, we cover a lot of topics, including:

  • Casey’s decision to go to business school instead of going straight into industry
  • An overview of a career in High Yield Sales & Trading in the Finance Industry
  • The day-to-day life of someone in High Yield Sales & Trading
  • How Casey knew he wanted to enter the world of Finance, and how he found his way to Wells Fargo
  • Indications that you may really like a career in Sales & Trading… and signs you may hate it
  • And much, much more…

iTurnes Beyond the UniformStitcher Beyond the Uniform

QUESTION OF THE DAY: How can I make these episodes more valuable to active duty military personnel considering transitioning to the civilian world? Please let me know in the comments.

Scroll below for links and show notes…

Show Notes

  • 1:09 - Casey’s road from Duke University to Wells Fargo
  • 1:35 - When Casey knew he was going to leave the Army
  • 3:30 - The most unexpected and surprising aspects of Casey’s transition to the civilian world
  • 7:43 - Casey’s decision to go to business school instead of going straight into industry
  • 11:11 - Advice for veterans applying to business school or Duke in particular
  • 15:03 - What Casey liked most and least about his time at Duke
  • 22:40 - An overview of a career in High Yield Sales & Trading in the Finance Industry
  • 25:55 - The day-to-day life of someone in High Yield Sales & Trading
  • 31:38 - How Casey knew he wanted to enter the world of Finance, and how he found his way to Wells Fargo
  • 34:28 - Indications that you may really like a career in Sales & Trading… and signs you may hate it
  • 37:30 - Negative habits Casey had to break when coming out of the military
  • 41:10 - Final words of wisdom

BTU #32: Brooke Jones-Chinetti: Cold emails, JPMorgan, and Startup CEO

“Really its a full time job to get a full-time job. Sometimes with veterans, we're bringing these unfathomable managerial skills to these organizations that we transition to. But we forget that stuff shouldn't just be handed to us... I'm the queen of the cold email now, and I wish that I would have had that confidence as I transitioned to try to find veterans at companies that I was interested in, and to hear what their transition was like." – Brooke Jones-Chinetti

Brooke Jones-Chinetti lives in New York, where she most recently served as the CEO of VetTechTrek - a startup that facilitates high-impact trips to leading tech companies for veterans and their spouses. She started out at West Point, where she received her Bachelor of Science in Portuguese and Environmental Engineering. She served in the US Army for over 6 years, during which she deployed to Iraq as part of Operation Iraqi Freedom, and to Kuwait as part of Operation Enduring Freedom - Spartan Shield. She also served as Senior Director of Human Resources and served as the executive officer for the Army's Chief of Signal, a 2-star general position. After her transition from the Army, she spent a year in the Financial Services industry with JPMorgan Chase & Co. as part of their rotational Executive Development Program. She is currently studying at Columbia Business School.

In this conversation, we cover a lot of topics, including:

  • Step-by-step advice on how to write cold emails to figure out what you want to do and get your foot in the door for a job
  • An over of the JP Morgan Chase rotational Executive Development Program
  • Brooke’s experience as CEO of an early stage startup at VetTechTrek
  • How leadership as CEO of a startup differed from leadership in the military
  • And much, much more…

iTurnes Beyond the UniformStitcher Beyond the Uniform

QUESTION OF THE DAY: How can I make these episodes more valuable to active duty military personnel considering transitioning to the civilian world? Please let me know in the comments.

Scroll below for links and show notes…

Show Notes

  • 1:56 - Brooke’s background
  • 3:04 - How Brooke and her husband both decided to leave the Army
  • 6:15 - Evaluating the Reserves
  • 10:40 - The most surprising aspect of Brooke’s transition from the Army to civilian life
  • 13:15 - How to use cold emails to find other veterans, learn from their experience, and make connections
  • 16:25- Brooke’s first job search and what she learned along the way
  • 21:36 - Advice on how to manage the timing of your transition from active duty
  • 27:20 - Advice for how to better understand yourself and what you’ll enjoy in a career
  • 32:15 - An over of the JP Morgan Chase rotational Executive Development Program
  • 34:50 - Brooke’s day-to-day life while at JP Morgan Chase
  • 38:15 - Brooke’s decision to transition from JP Morgan Chase to Columbia Business School, and wy she chose an Executive Education program
  • 43:02 - Brooke’s experience as CEO of an early stage startup at VetTechTrek
  • 47:10 - How leadership as CEO of a startup differed from leadership in the military
  • 49:01 - How Brooke felt ahead of her civilian counterparts, and where she had to work to catch up
  • 51:33 - Final words of wisdom1:24 - Travis' background

BTU #24 - Vic Perez: Submarines to a Wall Street Trader

BTU #24 - Vic Perez: Submarines to a Wall Street Trader

Vic Perez graduated from the Naval Academy with a BS in Economics with Merit. He served in the Navy for 6 years - first as an officer onboard nuclear submarines as part of the crew of the USS Cheyenne, and after that as an instructor at Notre Dame. While at Notre Dame, Victor somehow found the time to earn his MBA from The University of Chicago Booth School of Business with an emphasis on Finance. Not only did he do that while teaching at Notre Dame…he did it in just two years instead of the traditional 3. Vic now works in the Financial Services Industry with Wells Fargo as part of their new Veteran Internship Program. His current role is as a Credit Derivative Swap Trading Analyst

BTU #11: Alex Chivers - College at Dartmouth & Investment Banking

“Being able to work with deadlines and under pressure, attention to detail...these little things add up dramatically to put you in a position to do well [in the Civilian world]." – Alex Chivers

Alex Chivers served as a Non-Commissioned Officer in the US Army, where was part of the elite Army Rangers. During his time in the Army, Alex deployed multiple times to Afghanistan as part of Operation Enduring Freedom. After leaving the Army, Alex was accepted to Dartmouth College, routinely ranked as one of the top ten colleges in the country. While at Dartmouth, Alex held internships in the Investment Banking world with both Barclays and Perella Weinberg Partners, as well as an internship at the US House of Representatives. Alex has also worked as an Ambassador for Service to School, helping other veterans get into college.

In this conversation, we cover a lot of topics, including:

  • His decision to leave the Army.
  • How a conversation on Reddit helped him get into Dartmouth
  • His work with Service to School, and advice on applying to college
  • Common mistakes he sees veterans make in their transition to civilian life
  • An overview of the Investment Banking world
  • And much, much more…

iTurnes Beyond the UniformStitcher Beyond the Uniform

QUESTION OF THE DAY: How can I make these episodes more valuable to active duty military personnel considering transitioning to the civilian world? Please let me know in the comments.

Scroll below for links and show notes…

Selected Links from the Episode

Show Notes

  • [2:10] Army Rangers, Darthmouth, and Alex's background
  • [3:10] Deciding to leave the Army
  • [4:31] How far in advance Alex started to plan
  • [6:35] Deciding between college vs. straight to industry
  • [7:45] Preparing financially for the transition to civilian life
  • [9:55] How Alex get into Dartmouth
  • [13:10] How a Reddit forum helped him get into college
  • [15:35] Advice for college applications
  • [18:36] Common misconceptions Alex sees when people are applying to college and transitioning to civilian life
  • [23:15] How the Army put Alex ahead... and where he felt behind his classmates
  • [27:20] Additional resources to consider
  • [28:31] Interning in the Investment Banking world
  • [30:50] Interning at the US House of Representatives
  • [32:22] What's next for Alex after Dartmouth
  • [35:30] Final advice to those on Active Duty