My guest today is Bryan Birsic. As President and CEO, Bryan leads strategy, finance, hiring, team management, and fundraising and brings extensive finance and capital raising expertise to Wunder, from private equity investing at Bain & Company to financing online commercial lending companies at Village Ventures. Notably, Bryan’s firm led early investments into commercial lending market leader OnDeck Capital. Along with his finance background, Bryan has built and led several companies that bring software approaches to new markets, most notably and recently SimpleReach, where Bryan was President and which has raised more than $15mm. Bryan attended Williams College, and moved with his family to Boulder from New York City several years ago.
754: Eugene Shatsman: The 5 Pillars Of Growth In A Recession
My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group. Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of…
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…