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    Frank Garcia

    Frank Garcia

    I am a dynamic, detail-oriented, and structured leader with over 5 years of financial experience, including forecasting, business development and international development.

    Specialties: scaling, start-ups, biz dev, wealth management, relentless

    Finance/Accounting Houston University of Houston...
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    Experience
    Paperclip Ventures
    Paperclip Ventures
    Partner 2022 - Present (over 4 years)
    Drove the fundraising process for four startups by setting up syndication deals on the AngelList Venture platform, coaching founders on SEC and AngelList compliance, sharing... more pitching best practices, creating offering materials (like industry analysis), and hosting webinars where founders could share information about their company with potential LPs
    Merrill Lynch
    Merrill Lynch
    Financial Advisor & Assistant Vice President 2020 - Present (over 6 years)
    ● Generated a book of business valued at three million USD that continues to bring in an average $200,000 of new money to the bank per month.
    ● Managed over 40 high net... more worth clients who had investable assets of at least 100k+.
    ● Supported high net worth clients accounts and made sure investments ran smoothly
    ● Advised clients on the selection of bank products based on their financial goals and market conditions.
    ● Created financial models and forecasts and presented them to clients via in-person meetings and webinars to advise them on asset allocation, portfolio rebalancing, and hedging strategies.
    Founder
     
    Employee
    Merrill Lynch, Paperclip Ventures
    Investor
     
    Incubator
     
    Advisor
     
    Attorney
     
    Board Member
     
    Mentor
     
    Member
     
    Acquired
     
     
    Education
     
    About
    Skills
    AngelList Stata (Statistics Package) R Salesforce Fluent in Spanish EOS HubSpot
     
    Q&A
    What's the most useful business-related book you've ever read?

    Venture Deals

    What's your favorite non-business book?

    The Old Man and the Sea

    If money were not an issue, what would you be doing right now?

    Cycling across America

    What words of advice would you give your younger self?

    Trust the process

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