Came aboard as a Senior Marketing Consultant to rebrand a personal finance software company headed by the former Chairman of the Tech Coast Angels! The company is a leader in the personal finance file converter space and is pushing into the larger space of investment analysis. Should be lots of opportunity to reach out to the DIY investors out there, the next generation of Charles Schwabies taking financial matters into their own hands and disintermediating the financial services industry. Hint on the new name I’ve devised: MoneyThumb. Pretty good synergy with Apple Pay and other micropayment systems coming into existence.