20A – Growing Your Social Capital

1)      Keith Gregor, a certified financial advisor. He has been trading for the past twenty years. He also manages retired folks accounts.

2)      Keith is a domain expert. He has been in and out of the markets for the past 20 years. His knowledge on trading and investing are key qualities that can enhance my business idea. He provides a similar type of business, however, does the investing for the client

3)      I did an internship at the South Florida Educational Federal Credit Union. He eventually left the credit union and began his own venture investing for high end clients. We became good friends after the internship, and he became my mentor. I have his personal contact information.

4)      Mentor relationship. He’s told me several times that he’s willing to help with nothing in return.

5)      Including Keith into this network will enhance my knowledge on the many aspects there are to trading and investing, especially dealing with different customer profiles.

1)      Keith Reichert, a hedge fund manager that works for Nomura Securities. He is my teacher’s childhood friend.

2)      He is the market expert, considering he lives in New York and is associated with Stocktwits, a social media platform that enables traders to share ideas. He even shared some of his ideas on trading through podcast and gives advice on the emotional end of trading.

3)      My teacher in 10^th grade put me in contact with him because of my passion for finance. He has been my mentor since I was 15 years old.

4)      Again, this a mentor relationship. He expects nothing in return. He only wants to help me grow in the finance world, whether its my business idea, or trading.

5)      He will play a huge role in attracting customers through Stocktwits, to find active traders. He plays a major role in deciphering the demographics as well.

1)      Matthew Almeida, my cousin. He’s an entrepreneur. He’s been trading since he was 22 years-old.

2)      Matthew is the supplier expert, considering he’s tried multiple times to supply products, such as books, podcast, and trading software to enhance trading performance. However, Matthew’s products are treating different areas.

3)      He is my cousin.

4)      Family does many things for each for free

5)      His abilities as an entrepreneur and providing different products for trading will broaden my client base.

Reflection: Engaging with new contacts will allow me to be more confident networking for future business models. This experience was definitely different from the past considering they are being introduce to a business plan and will be helping me.