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With over 18 years of experience in the financial services industry, I am the Founder and CEO of GK3 Capital, a marketing agency and consulting firm that helps financial services companies adopt sales and marketing strategies that drive remarkable revenue growth in a digital world. I am passionate about transforming the way financial services firms reach, engage, and win new customers through innovative online sales, marketing, and asset gathering.
At GK3 Capital, I leverage my credentials, skills, and insights as a Series 24, 7, and 65 licensed professional, a Hubspot Certified Partner, and a digital visionary in financial services. I lead a team of experts who provide customized solutions for our clients, ranging from large asset managers to emerging boutiques. We use data-driven, web-based, and cost-effective approaches to optimize our clients' distribution channels, enhance their brand awareness, and increase their lead generation and conversion. My goal is to free asset managers and wealth managers from the outdated and costly sales and marketing methods that hold back much of our industry.
Location
United States
Area of Expertise
They Ask, You Answer Certifications
They Ask You Answer Certified Coach
They Ask You Answer Workshop Certified