CURRENT PARTNERS AND ACTIVE PROJECTS LISTS
LAI-Expansion Project is Liberty Associates, Inc. Expansion Project. The assignment involves the complete restructuring of a 30-year old broker-dealer. The scope of the assignment includes negotiation and mediating for the terms of the sale, the execution of the change of ownership, the design of a business model unique to the firm and its resources which required the expansion of the authorized lines of business, establishing of the operational infrastructure, recruitment and hiring the managerial and support staff and recruiting top-producing Advisors and Brokers
US-Wealth Management Advisors – This assignment is the buildout of the Registered Investment Advisor (RAI) platform which will work in conjunction with the Broker-Dealer and also have the ability to maintain client assets across multiple platforms. The RIA was originally established in 2003 was a division of Wealth Management Centers, LLC. The scope of the assignment includes spinning-off the unit as a separate company for the purposes of reporting and operational separation. Additionally, the assignment includes
WallStreet Profit – This assignment is to re-building, re-brand, expand and develop the WallStreet Profit which is a Financial News and Editorial platform with FINTECH subscription applications created since 2007. The platform has previously developed a worldwide following on its own site wsprofit.com and on leading social media platforms, including Facebook, Twitter, and others. The site was suspended in 2009 and has only operated sporadically since. Under the leadership of WMConsults, wsprofit.com has recently been redesigned and reactivated. The Fintech applications solutions are currently under development as is their premium subscription model. Stand-bye as the WSProfit continues its rollout of services, offering and compelling financial news and editorials.
S&E Azriliant, P.C. – is a tax, estate, real estate and corporate law practice based in midtown Manhattan and with Clients nationwide.
R&D Resources – Financial Service Organization Compliance Consulting and FinTech compliance software platform.
Private-Wealth-Club – Is a subscription-based, exclusive financial markets membership club. The current offerings of
Infoblazer Notes (David Moskowitz, Ph.D.) – is a cloud-based encrypted productivity management tool. The Founder and Creator David Moskowitz, Ph.D. is a leading expert in Fintech application development, big-data design, and management at the corporate and institution level. He has held such prestigious assignment such as with at General Electric where he provided technology applications for their legendary Chairman and CEO, Mr. Jack Welch. He has also held positions at Ned Davis Associates, a leading financial service Fintech application provider platform.
Evolutionary Signals – –
OutFox Solutions,Inc. – Hotel and Restaurant Supply Chain and Operations Software and Consulting platform.
The Imperative Fund (Angelica & Carmilo) – Humanitarian Fund Fund
The Gender Equality Fund (GEF) (Angelica & Camilo) – Humanitarian Private Fund
Playing Now Productions (Kathy Macias) – a top-tier Hollywood Film Production Studio platform. The Founder and Principal is Ms. Kathy Macias who is a Hollywood film production veteran that has held executive level positions at Sony Studios as a Production Executive.