Feb 24, 2023
James Jurica James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long-term financial goals. His main area of focus is on the...
Feb 20, 2023
Andrew Rosener is an industry-leading Domain Broker, Domain Investor, Digital Asset Investor, and pioneer in domain name valuation methodology. He has completed more than $500 Million in domain name transactions and has been involved in Bitcoin and other...
Feb 17, 2023
Drew Dolan Over his 20-year career in development and construction, Drew has focused on structuring real estate investments, joint ventures, and capital management. Previously, he was President of Titan Development, managing Titan’s self-storage and multifamily...
Feb 13, 2023
Vince Shorb is one of the country’s leading advocates for promoting financial literacy and a thought leader in teaching and scaling financial education programming. After spending 15 years in financial services working one-on-one with more than 20,000 people, he...
Feb 6, 2023
Warren Lorenz is the Managing Principal at TechMeetsTrader, a firm that consults, invests, and venture-builds top-tier startups. Warren and his firm have invested in over 20 blockchain startups and operate a hedge fund focusing on arbitrage trading strategies. He is a...
Feb 6, 2023
Joshua Volens Mr. Volen is a Co-Founder and Principal of CIRE Equity. Prior to forming CIRE, Joshua was the youngest Senior Director of the National Office and Industrial Properties Group as well as a Top Agent for the largest investment brokerage firm in the nation....
Deferred Sales Trust Company > Capital Gains Tax Solutions Podcast > Page 63
