Central Idea: The Digital Revolution is changing the world economy. To adapt and thrive you must understand the tools of the trade. Following a Personalized Financial Plan and utilizing digital investment tools will lead to Economic & Financial Freedom.
General Purpose: To Educate Students about New Financial Technologies & Entrepreneurship opportunities, and to Motivate them to become active participants in the Fourth Industrial Revolution.
Specific Purpose: To give students the financial knowledge & capabilities that will allow them to take the lead in this crowd sourced economy and prosper.
Students receive coaching to develop a specialized investment strategy, financial planning to set and achieve their goals, & the advice to help make dreams become reality. This course is designed for students to actively invest in their existing accounts or on our Portfolio Investment Platform. The Goal is Transformation not just Information.
Troy White has a Master’s Degree in Financial Analysis & Investment Management, a Bachelor of Science Degree in Business Management and a U.C. Berkeley Professional Certificate in Personal Financial Planning. He is also a Certified Treasury Professional with extensive experience and knowledge in educating customers on Investments, Securities Settlement Issues, Mortgage Warehouse Lines, Mortgage Backed Securitizaties, DTC, FED delivery, P&I Payments, Corporate Actions and other operations specific issues. He has held Series 7, 63, 65, Life & Health, CA Real Estate agent, Notary and NMLS licenses.