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I am Rocky Lalvani, and I would do this even if I weren't paid. My story is a little different than those of most financial experts. I’ve never worked on Wall Street, and you won’t find a list of credentials or certifications on this page that’s longer than those pesky 2 foot CVS receipts (though I am a certified Profit First Professional). Instead, what you’ll find is my story, why I’d teach financial management even if I weren’t paid, and why a good friend once insisted that I needed to change the name of my website to ListenToRocky.com. My dad brought me, my mom, and just $25 to America when I was barely 3 years old (proof that I’m 100% Indian, although I might look Italian). I’ve seen firsthand what it looks like to build a wealthy lifestyle out of nothing through saving, investing, and spending wisely. After observing these principles, hard work, and more as an adolescent (with a paper route, of course), I implemented these principles in my own life throughout adulthood. My knack for learning from others and curiosity propelled me forwards – looking back, I probably should have job-hopped instead of just staying in the pharmaceutical sales industry (but that’s a story for another time). I’m now officially retired from corporate America (hooray!), but I have plenty of hobbies that keep me busy. I love traveling with my wife of 24 years and two kids, I mean, teenagers (17 and 19), flipping and/or renting houses, coaching 2 high school robotics teams, and volunteering in my community. Although I’ve always been passionate about managing my money, personal finance has recently become one of my main interests (#Fincon, anyone?). I started a podcast a couple of years ago called Richer Soul that talks about life beyond money. So while I’m interested in money, I’ve always seen it as a tool, as something that can open countless doors if managed well. Without understanding money, my dad wouldn’t have been able to sustain a family in America. I wouldn’t be able to live out my dream of taking my family on a vacation across Italy. I’ve seen how much of a difference understanding money makes in my own life. And I’ve now made it my goal to help others open doors, solve problems, and gain freedom through understanding the finances for their small business. Rather than only making money off of telling other people what to do, I’ve truly lived out the experiences of both working a corporate job, working independently, and managing a small business. Now, I want to take this knowledge and share it with other small business owners at a fraction of the cost that it would be to hire a dedicated full-time financial manager.
$1,501 - $5,000
For more than 30 years after his NFL career alongside Vince Papale of Invincible movie fame, Dennis has applied his high energy team-building talents and communication skills to make a difference for Salesforces, Management Teams, and Entrepreneurs around the world. As the co-author of The Last Laugh: Vision to Victory, Executive Vice President of a Global E-Commerce Company, a business coach, motivational speaker, husband, and father, he delivers: 1. CLEAR & ENGAGING ROADMAPS to creating your own success pulled from his own successes and failures. 2. RELEVANT subject matter that inspires real action & measurable results - not simply quotes and platitudes. 3. TREMENDOUS KNOWLEDGE gained from a wealth of global business experience & a unique journey against all odds to a successful NFL career. Put simply; Dennis Franks has transformed a lifetime of experiences into wide-ranging expertise, and his passion for changing lives helped create The Victor’s Code, a roadmap to overcoming insurmountable obstacles and creating a path to success. Whether he’s speaking to a packed coliseum, a room full of entrepreneurs, or a team working to unlock the next level, his versatility, contagious energy, and unique skill set allows him to serve a vast mix of people with entirely different goals. Specialties: Business Success, Leadership Development, Team Building, Motivation, and Entrepreneurial Success
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Electrical Engineer by education, MBA, 3 Years Electrical Engineer for a Fortune company 10 Years HR Professional Fortune 150 company for sites and employees across 26 states. Quit corporate in 2006 to pursue owning my own business. Survived and thrived in the worse recession 2006-2008. Started and grew the largest real estate auction company during the downturn. Became Top 1% Commercial and Residential broker Serial Entrepreneur 13 years. Last business I exited in 2019 was a residential retail shop, had Sales $917mm 2018. Exited that business to pursue my passion in Generational High Performance Authored 1self published book and finishing next book. Most proud position ever held, Walt Disney World Jungle Cruise Captain. LOL.
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Call me a marketing enthusiast or any other related terminology. I work towards educating business owners & Marketers on effective marketing concepts that are overlooked by the masses. Working on Brand Equity is my key area of expertise, evaluating Brands & providing businesses with solutions to create more awareness and harness communal engagement from their audience/ Consumer segment.
$1,501 - $5,000
Travis Winfield President, TWG, Inc Team Leader, The Winfield Group Real Estate Team VP of Training and Development, Sentry Residential Travis Winfield military career began when he enlisted in September 1992 and attended basic training in Orlando, Florida. After graduating, Travis served tours on USS TICONDEROGA (CG 47); Naval Support Activity, Souda Bay, Greece; Transient Personnel Unit, Norfolk, Virginia; NCIS Protective Service Unit, Gaeta, Italy; Sewell’s Point Precinct, Naval Station Norfolk, Virginia; Deployment to the Middle East protecting the U.S. Central Command, Commander throughout the region, including Iraq and Afghanistan; Naval Air Station, Sigonella, Italy; USS SAN DIEGO (LPD 22), and Pre-Commissioning Unit DETROIT (LCS 7), where he served as Command Senior Chief. In June of 2016, Travis Winfield made the challenging decision to retire from the Navy and pursue his passion in the Real Estate profession. In 2011, Travis obtained his CA real estate license and began learning the business while on active duty. After retiring from the Navy in 2016, he started growing his Real Estate business full time. Since then, he has grown his business and team into one of the top producing Real Estate teams in the Country. His team is unique in that he only hires Military, Veterans and their families, specializing in Military benefits. He is also the VP of Training and Development of Sentry Residential, scaling as the first National military centric Real Estate company in the Country. In addition, his civic activities include serving on the on the Board of Directors for the Enlisted Leadership Foundation devoted to teaching leadership to our active duty military. He also serves on the Advisory Board for the Veterans Business Action Committee, mentoring aspiring Veteran entrepreneurs and the Veterans Supplemental Support Network, devoted to assisting military families in need. He also helps educate military families as a Contributor for MilitaryTimes.com. In Addition, he speaks to various groups about Veteran Entrepreneurship and Leadership. His personal awards include the Navy Commendation Medal (three awards), Joint Service Achievement Medal, Navy Achievement Medal (three awards), Good Conduct (six awards), Military Outstanding Volunteer Service Medal and various other Campaign and Unit awards. In Real Estate, his awards include the Five Star Professional Award; SDAR Recognition of Excellence Award; Big Block Realty Winners Circle Top 5%, America’s Top 1% Real Estate Agents and California State Senate Recognition of Excellence for his support to our Veteran community. Travis Winfield has been married to his beautiful wife, Maria, since 1998 and have two incredible children, Sebastian and Felicia. They are his “WHY”!
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Born in Hong Kong to a German mother and Chinese father, Martina Kwan was destined for a life that was different. She spent her childhood in Asia, the Middle East, and Europe, but credits living in war torn Beirut, Lebanon between the ages of 8-10, as an experience that defined much of her fearlessness today. Her unique path in life has shaped her into a woman of drive and determination. After earning two Master of Science degrees, she worked in the male dominated finance and accounting fields in New York City with KPMG, PricewaterhouseCoopers, and Wall Street’s Lehman Brothers. Eventually, she landed Senior Management roles with Ian Schrager properties, the Hudson Hotel and the Paramount Hotel. Ultimately, Martina's strong entrepreneurial spirit led her to leave the corporate world to open her own business, the award-winning furniture company, Neoteric Luxury Outdoor Collections. She had previously won Telly and Emmy awards with the first company she founded, So! Animation. Daring to be different is what drives Martina today...literally! Three years ago, at the age of 50, Martina knew it was time to take a car racing hobby she occasionally enjoyed to the next level. Proving that it’s never too late, she decided she to become a race car driver. Since her debut as the world’s only Female Chinese/European race car driver just three years ago, Martina has become a 3-time champion in a male-dominated racing category in her Porsche 911. She set track records in each of her Porsche car classes, and has won first place for the majority of each of the past 3 years she has driven. In addition, she is now an FIA licensed race car driver of the Saleen S1 in Saleen Cup Series as part of the Blancpain GT World Challenge Series. She podiumed twice in the 2019 Saleen Cup Series’ 7 races. She is currently in discussions with Saleen to drive a second season with them in the S1, and aspires to continue blazing trails in her Porsche 911 race car in her male-dominated GT4 Class. A mother of two teenage girls, one of her goals is to people, especially women, as well as girls and boys to have the courage to dare to be different, remember who they are, and to fear nothing as they transition into a new life of happiness and fulfillment. And…to convey that it’s never too late to accomplish anything, at any age. She is a transformational coach inspiring individuals to reach their human potential. She currently resides in Los Angeles, CA and is available to speak Globally. She is fluent in English and German and holds both US and British Citizenships.
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Jeremy Lamph is the Senior Vice President of JLE Industries. In this role, Jeremy Lamph is responsible for every aspect of the company. He oversees the day to day operations, while also developing new strategies for growth and increasing profit. Jeremy Lamph is proud to be a leader in his field and has enjoyed an extremely successful life where he has excelled in every area of his life so far.
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Extensive experience in building and launching AI driven businesses. Lived and Worked in 5 countries
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CEO, Mercury Exchange – www.mercdax.com Market Research: We went through deep market research and discovered the need for High Performance and low latency exchange for institutional investors. The Design methodology was used to discover the opportunity by conducting and documenting interviews with almost 400 experts in the industry. This is a large cap project rivaling many large and well-funded projects. Execution: A team was brought together, legal registration, framework laid, an equity system created for the team, pitched the idea to investors and customers and brought the system to production ready state all with self-funding. Two patents and 3 Trademarks were applied for Mercury Exchange. Created the partnership between Mercury Exchange and the law firm Dilworth Paxson. Also, created custody and banking partnership with one of the biggest Digital Assets custodian Kingdom Trust with more than $2B AUM. Hired several key members in achieving the goal set out and communicated frequently with C-level executive across the ecosystem. Keep track of hours, stock grants and budget. Contract negotiations with partners, vendors, employment agreement and policy decisions about the exchange. Create and review all contract terms thoroughly for business impact and review such topics that could limit or expose us to legal challenges. Stay abreast of the competition with daily news reviews from authentic sources and its impact on the industry as a whole and as a business unit in the ecosystem. Always looking for good talent, make hiring and firing decisions. Stayed abreast with technology team to guide and fine tune the product roadmap, specifications, planning and version control. Ensure a stable demo environment available all the time. Manage all of the technical and non-technical priorities adhering to strong Agile development methodologies using Jira, Bitbucket, automated release management. Strength: Believes in running business on a daily self-directed checklist in a calm state of mind through meditation not on the inbox. Avid networker and an open and friendly personality to make and keep long time relationships despite the vicissitude of the transactions of the business. Keeping calm under severe pressure and making progress throughout were the hallmark of this challenging opportunity. Very much aware of my own biases, notice it in the rest of the world and navigate the conversations to acknowledge both. Aware of noticing the “yes” in a “no” answer and “no” in a “dirty yes” answer and open to listen to the root cause of the concerns. Comfortable in asking for meaning behind the words used and make good decision based on as much facts on hand and yet navigate the course correction as new information becomes available. Skills: Written, Verbal and Presentation
$251 - $1,500
Hi, I’m Paul. I’m a Speaker, Author, and Certified Business Coach. My knowledge, expertise, and coaching abilities aid to the success of small business owners; from personal achievements to their professional development. As it stands, my experience covers over two decades of guiding and coaching new business owners. My services provide support every step of the way; from business plan development to advanced-level coaching, I am committed to helping you develop strategies to achieve your goals.
$1,501 - $5,000
Storm Sondors is the CEO of Sondors Electric Bikes, an electric bike company that offers six Premium Electric Bike models. Storm Sondors attributes his success to the support and backing of more than 30,000 loyal Sondors owners worldwide. He hopes to continue this success until his the Sondors brand is a household name.
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