Financial Services

BTU #220 - Live Podcast @ TIAA

BTU #220 - Live Podcast @ TIAA

Why Listen:
This is Beyond the Uniform’s first live podcast, and it took place in downtown Denver at the TIAA building. For those of you who are not familiar with TIAA, it is a 100 year old company, that is dedicated to helping those who teach, heal, and serve achieve financial well-being. TIAA is the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people.

In this live podcast interview, I speak with two TIAA team members about their military transition, and it was an honor to join each them on stage.

There were a whole host of people at TIAA who worked to put this together, but I wanted to say a special thanks in particular to Kadeem Collins. Kadeem came across my interview with Frank Van Buren, all the way back in episode #33, where we talked about Frank’s 18 years at Wells Fargo. That set in motion a journey that started nearly 6 months ago, putting together this first live show.

If you enjoy this format of a panel, write to us and let us know and we will try to do more episodes just like this. So with that, let’s dive in to my conversation with Joseph and Brian at TIAA.    

About Joseph & Brian:
Joseph Kaniatobe is a Financial Services Consultant at TIAA. He started out in the US Marine Corps, where he served as a Sergeant and Forward Observer for over 7 years. After his military service, he worked at JPMorgan Chase as a Financial Advisor before joining TIAA.

Brian Fox is a Client Relationship Consultant in Wealth Management at TIAA. Brian started out in the Peace Corps, after which he served in the Navy for four years. He has worked at TIAA for over 14 years.

BTU #198 - Army Veteran to Founding an $110M Startup (Benjamin Faw & Best Reviews)

BTU #198 - Army Veteran to Founding an $110M Startup (Benjamin Faw & Best Reviews)

Ben Faw is the Co-Founder and COO of BestReviews, a technology startup that has helped over 180M users by simplifying their purchasing decisions. BestReviews was recently acquired by tronc (formerly known as Tribune Publishing) for $110M. He started out at West Point, and served in the US Army for 4.5 years as a Platoon Leader, Executive Officer, and Aide-De-Camp. After his military service he got his MBA from Harvard Business School and worked at LinkedIn as a Marketing Solutions Account Executive.

Why Listen:
Ben has been incredibly successful as an entrepreneur, having sold his first startup for $110M. He talks about his previous experience at business school and LinkedIn, and advice for other Veterans thinking of starting their own company.

BTU #194 - An overview of Blockchain & Crypto Currency (Donnie Benjamin)

BTU #194 - An overview of Blockchain & Crypto Currency (Donnie Benjamin)

Donnie works at ConsenSys in the Office of the Founder. ConsenSys is a blockchain venture production studio. Our global team is building an ecosystem of consumer-centric products and enterprise solutions using blockchain technologies, primarily based on Ethereum. [Software Industry, Founded in 2014, Almost 1000 EE on LinkedIn]. Donnie started out at West Point, served as an Army Intelligence Officer for 5 years, attended Harvard Business School, and has worked at Google, Qualtrics, and Future Finance.

Why Listen: 
This is the first time I've had a guest on for two episodes. In my previous conversation with Donnie, he offered to come back on the show to provide a primer about blockchain, crypto currency, and etherium. In this episode we dive into this, as well as why the space may appeal to mission and purpose-driven Veterans.

BTU #184 - Navy Veteran to Blockchain & the Cyrpto Asset Industry (Hector Rosekrans)

BTU #184 - Navy Veteran to Blockchain & the Cyrpto Asset Industry (Hector Rosekrans)

Hector Rosekrans is the Director of Policy and Operations at Messari, which is building an open data library to enhance transparency for the cryptoasset industry. Prior to joining Messari, Hector worked at JP Morgan in capital markets operations and technology, where he researched tokenized securities for the Broker Dealer and Custodian. He developed a proof of concept smart contract for asset management on an Ethereum-based enterprise platform. Hector served as an Surface Warfare Officer in the US Navy, and has worldwide operational experience. He holds an MPP from UC Berkeley, where he studied cybersecurity and strategic deterrence, and a BSc from the US Naval Academy.

Why Listen: 

This is the second interview I've done about Blockchain and Crypto currency. It's a great primer on this technology as well as operations and startups. Hector is great at explaining each of these, as well as how he got his first job through Twitter! He also talks about why Veterans may have an unfair advantage in the emerging blockchain space. 

BTU #177 - USMC to VP in Crypto (Stephanie Vaughan)

BTU #177 - USMC to VP in Crypto (Stephanie Vaughan)

Stephanie Vaughanis the Vice President, Head of Capital Markets at Block X Ventures, a premier boutique crypto-agency advisory firm. Block X Venturessupports leading Blockchain companies worldwide, serving as a strategic and financial advisory for token generating events. She started out at the Naval Academy, after which she served as a Marine Corps officer for over 5.5 years. After her military service, she earned her MBA at Columbia Business School, worked as an Investment Banking Associate at Houlihan Lokey, a Venture Capitalist at LunaCap Ventures, and as Director of Capital Markets at StreetShares. She is a contributing writer at theBlockchain Times.


BTU #171 - Navy to Financial Services at Silicon Valley Bank (Charlie Kelly)

BTU #171 - Navy to Financial Services at Silicon Valley Bank (Charlie Kelly)

Charlie Kelly is the Managing Director of the Colorado Technology group at Silicon Valley Bank, where he leads a team focused on providing innovative financial services to high tech companies in the seed / series A through cash flow positive stages of development headquartered in Colorado, Wyoming, Montana, Nebraska, Kansas, and Missouri. He started out at Duke University, after which he served as an officer in the Navy onboard Submarines for almost five years. After his military service, he earned his MBA at the University of Colorado Boulder. He then joined SVB, initially as an associate with the Private Equity Banking team, eventually leading SVB’s team in the Central U.S. He has worked at SVB for over 11 years now.


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 #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 #145 - Active Duty to Goldman Sachs Private Wealth Advisor (Andrew Neuwirth)

BTU #145 - Active Duty to Goldman Sachs Private Wealth Advisor (Andrew Neuwirth)

Andrew never considered a career in the Financial Services industry until a friend contacted him and told him he should apply for a position... where the application was due in just 18 hours. This led Andrew to learn everything he could about Goldman Sachs and a career as a Private Wealth Advisor. Andrew does a great job of explaining more about the Financial Services industry, and why this may be the ideal career for a military veteran.

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 #113 - Army to Goldman Sachs, and President of the Florida Panthers (Matthew Caldwell)

BTU #113 - Army to Goldman Sachs, and President of the Florida Panthers (Matthew Caldwell)

Matthew Caldwell is the President and CEO of the Florida Panthers and Sunrise Sports & Entertainment. Matthew started out at West Point, after which he served in the U.S. Army for five years, conducting combat operations in Iraq and peacekeeping operations in Kosovo. Matthew worked as a Vice President at Goldman Sachs in their Investment Management Division, and then transitioned to Chief Operating Officer for the Panthers before being elevated to President and CEO. Matthew holds a JD/MBA from Northwestern University School of Law and the Kellogg School of Management

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 #99 - Jacob Martinez: Army Sergeant to President of USA's 592nd Fastest Growing Company

BTU #99 - Jacob Martinez: Army Sergeant to President of USA's 592nd Fastest Growing Company

Jacob Martinez is the President of Market Traders Institute, a trading technology and education company with over 200 employees. Jacob started out in the Army, where he served for 4.5 years in military intelligence achieving the rank of sergeant. He started out at Market Traders Institute as Vice President of Managed Accounts and has held virtually every position in the company.

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 #81 - Doug Nordman: Submarines to Financial Independence at 40

BTU #81 - Doug Nordman: Submarines to Financial Independence at 40

Doug Nordman is an early retiree, who has found financial independence far before he thought it possible. He is the author of The Military Guide to Financial Independence and Retirement - a book where all royalties are donated to military charities. He started out at the Naval Academy, after which he served on submarines for 20 years. Since retiring from the Navy, Doug has worked to help other veterans reach financial independence, for free. Doug's spouse is a Navy Reserve retiree, and his daughter is about to start her 2nd Surface Warfare Officer junior officer sea tour on the USS GERALD R FORD. He holds a Masters in Engineering Science/Computers/Weapons Engineering from the Naval Postgraduate School.