Coinbase

Senior Sales Associate | Coinbase Prime

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange.

Account Manager | Coinbase Prime

Credit Suisse

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients
 
• Supported RMs with client relations on a day-to-day basis and maintaining a service culture of excellence 

• Supported team head and RMs to achieve ambitious NNA, AuM growth and revenue targets throughout FY 2017 and Q1 2018.

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (CH)

• Assisted senior management (department head and MDs) in gaining financial transparency of the business area and maximizing sales potential for PB Advisory and Sales.

• Supported weekly and monthly NNA, AuM growth and revenue reporting and financial analysis

• Provided in-depth analysis and specialist advice to investment consultant, relationship management, and wealth planning divisions

Advisory & Sales Private Banking IWM Europe Team 

GRANA

•   Lead a market expansion strategy in Singapore for a fast-growing, Hong Kong based 
    e-commerce fashion start-up

•   Streamlined the company’s supply chain management to meet just-in-time requirements 
    for temporary point of sale (POS)

•   Re-structured data management system to reflect KPI needs and performed cross-reference 
    analytics for new market customer base in order to optimize the pop-up store model 

•   Controlled for expenses and cash flows and advised management as well as on-the-ground
    sales teams

External Business & Sales Consultant

Silverhorn Advisors

•	Lead sales initiatives and supported several multi-strategy in-house funds and two portfolio managers with reporting, reconciliation & client services

•	Performed financial valuation analysis through the use of DCF, trading comparables, and leveraged buyout methodologies

•	Performed in-depth portfolio and benchmark analytics in response to market events and client requests

•	Oversaw daily cash flows and managed asset reconciliations of FI products, stocks, options, futures, and swaps

•	Prepared materials for equity offering and financial advisory presentations and internal presentations

Analyst

Swisspro SR SA

•	Delivered impactful and positive business change by leading sales campaigns and developing a robust market expansion strategy within a team for a leading Southeast Asian based water filtration systems firm in conjunction with the University of St. Gallen. The strategy was successfully implemented to the client’s fullest satisfaction

External Sales Consultant

TalkPool Network Services AB

•	Data entry, client relations, accounting, maintaining filing systems, taking dictation, operating office equipment.

Sales Specialist

Institutional sales leader with 10+ years managing key client relationships across North America, Europe, and Asia (ex-Japan), maintaining a 95%+ retention rate.

I’m part of Coinbase’s core institutional sales team, working directly with our UHNWI segement and strategically critical clients. I grow and manage a high-performing institutional book at the heart of the platform.

Transitioned from TradFi to crypto in 2021 and now help clients confidently enter and scale in the digital asset space—while educating 26k+ LinkedIn followers, with 15M+ content views.

Andrew Axelrod

Highline Wealth Partners

Independent SEC registered investment advisor (RIA) that manages portfolios for a variety of investors including corporations, partnerships, individual investors, trusts, foundations, retirement plans, 401K plans and other tax-exempt entities.

Director- Private Wealth Advisor

Director

Wells Fargo Advisors

Associate Vice President- Investments

Park Place Home Mortgage

Senior Loan Officer

Lehman Brothers

Institutional Fixed Income Sales: Worked with large money managers and central banks to facilitate trading for porfolios

Associate

Real Estate's Financial Planner | 25 Years Demystifying Retirement for Investors

You can retire sooner than you think.

But you need a few things.

-> A plan to reduce taxes (so you can keep more income)
-> A strategy to give you more time (so you can enjoy life more)
-> A roadmap to maximize your investments (so you can build generational wealth)

After decades advising executives, founders, and real estate professionals, I discovered the real issue isn’t a lack of strategy, it’s a lack of alignment.

That’s why I created the Wealth Edge Blueprint™, a complete, integrated system that helps high earners eliminate wealth leakage, build true financial infrastructure, and lead their wealth the same way they lead their business.

I help high-income entrepreneurs build wealth that actually feels like success.

1)By aligning your tax strategy, investment plan, and business structure into one cohesive system.
2)Eliminate hidden wealth leakage, bring clarity to your finances.
3)Help you create the kind of legacy you can feel now,not just later.

If your income is up but your financial life still feels scattered, this is the shift you've been looking for.

Ready to learn how?
Send me a DM now.

Please schedule a meeting with me here: https://calendly.com/hmeyer_highline/financial-freedom-call

Twitter: @HMoneyTalks1
IG: @hughmeyerofficial and @money_talks_now







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Disclaimer: all items listed in the "Skills & Endorsements" section of this webpage are unsolicited and intended to apply to this individual's profile alone, not that of Charlesworth & Rugg, Inc. DBA Highling Wealth Partners. These "Skills & Endorsements" are in no way indicative of current or future performance or of investment selection.

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The Battle

Andrew Axelrod

Hugh Meyer, MBA

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