Bio: Teaching finance professionals to operate more effectively by using AI.

Bio: Former Wall Street mathematician turned Sales guy. 16 yrs selling software at Fortune 500 I teach how to sell AI consulting

Bio: CFP®, CPA Firm Consultant, Systems Efficiency | AI-Adept | Effective workflows for small firms & solos | Priming for advisory growth & potential exit

Bio: Founder & CEO @ Uppit AI. Sharing my knowledge of AI Automations through YouTube.