Dwayne Paro welcomes William Tate to today’s podcast. William has recently joined the new BLAZnTECH leadership team as their innovative CFO. He has extensive experience in working with both small startup company teams as well as employment with several leading Wall Street financial services firms.
He has enjoyed a wide-ranging background is the financial planning and financial services industry. He first became a Financial Advisor in 1994. Since then, he has been a financial trainer, advisor, and manager in Silicon Valley with some well-known financial services firms such as Morgan Stanley.
William is also the founder and creator of Money Landscape (ML). ML is the first ever totally visual personal finance system and financial literacy platform for mastering personal finance. ML takes ordinary personal money management spreadsheet data and converts it into a totally visual financial accounts representation arrangement. ML might become the next generation financial info and data display standard for the American financial services industry.