About the guest, in his own words:
Jeffrey founded Fidelman & Company in 2015 to serve the growing need for fundraising strategy among early to mid-stage companies and has since grown the firm to over 40 remote individuals. He has acted as an interim CFO/COO for dozens of companies through their financial transactions including capital raises, business sales, and business purchases.
Jeffrey started his career in residential real estate as a broker and quickly expanded into commercial real estate and finance. He was then a Portfolio Manager at Morgan Stanley focused on syndicate and pre/post market trading; Vice President at HSBC leading revenue strategy for Manhattan (banking, lending, insurance, and retail); Partner at a Venture fund focused on early-stage, tech and tech-enabled companies. After leaving the venture fund, Jeffrey began advising some of the fund portfolio companies and others that didn't make it, which eventually turned into Fidelman & Company.
Jeffrey graduated cum laude from Harvard University.
He can be reached via:
https://www.instagram.com/fidelman_co/
https://www.linkedin.com/company/fidelmanco
https://www.tiktok.com/@fidelman_co
About the Host:
Ross Stockdale is a Fractional CMO, marketing consultant, and business owner.
Thunder Stock Marketing helps small business owners profitably scale their business.
By leveraging a fractional CMO, SMB owners in the B2B service space can profitably scale and grow without the cost and commitment of a full-time CMO or the hassle of working with marketing agencies.
Visit my website at: https://thunderstockmarketing.com/
Subscribe on Spotify at: https://open.spotify.com/show/6bJd7N1FDPnUC30CcPZ6DY?si=5adcb6d7c8b54ef8