Search shortcuts

Speech s:keyword

Faces f:keyword

Text t:keyword

Objects o:keyword

Actions a:keyword

Sounds z:keyword

Title n:keyword

Description d:keyword

Search

Search

Casting to a remote device

0:00 / 39:50

0:00 / 39:50

0f6b977f7abbe540da8e128e1f2e7c673bc522fa37d03829200822d533b60184

1920 x 1080

1920 x 1080

What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

Keiretsu Forum TV

Great Association With Quality Deal Flow

Joined November 2023

Show more Show less

1 744

VIEWS

200

VIDEOS

Search

Search

Casting to a remote device

0:00 / 39:50

0:00 / 39:50

0f6b977f7abbe540da8e128e1f2e7c673bc522fa37d03829200822d533b60184

1920 x 1080

1920 x 1080

What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

Search

Search

Casting to a remote device

0:00 / 24:37

0:00 / 24:37

812f806748e298f5adab479b8c06897b115932c81ba99de845ac167268c3dc15

1920 x 1080

1920 x 1080

Roger has over 25 years of experience building high performing sales teams with a broad range of marketing, business development, and engineering experience in a variety of leadership positions at software / SaaS organizations such as @Home Network, Exodus, Loudcloud, Myrio, DocuSign and Fullcast. His go to market approach applies his ability to rapidly identify patterns in the sales cycle of successful customer acquisitions, defining success metrics, instrumenting technology platforms to report on said metrics, then collaborating with cross-functional teams to build and continuously refine a repeatable and scalable sales process from lead to renewal.

A Deep Dive on Go to Market Strategies with Roger Shanafelt

0 views • Jan 31, 2024

Creator

Keiretsu Forum TV

Owner

Roger has over 25 years of experience building high performing sales teams with a broad range of marketing, business development, and engineering experience in a variety of leadership positions at software / SaaS organizations such as @Home Network, Exodus, Loudcloud, Myrio, DocuSign and Fullcast. His go to market approach applies his ability to rapidly identify patterns in the sales cycle of successful customer acquisitions, defining success metrics, instrumenting technology platforms to report on said metrics, then collaborating with cross-functional teams to build and continuously refine a repeatable and scalable sales process from lead to renewal.

Insights More videos

Speech Scenes People Objects Text Actions Sounds

Speech is being recognized. No speech detected.

Not enough credits to analyze.Get more

Scenes are being generated. No scenes detected.

Not enough credits to analyze.Get more

Faces are being detected. No faces detected.

Not enough credits to analyze.Get more

Objects are being detected. No objects detected.

Not enough credits to analyze.Get more

Text is being detected. No text detected.

Not enough credits to analyze.Get more

Actions are being detected. No actions detected.

Not enough credits to analyze.Get more

Sounds are being detected. No sounds detected.

Not enough credits to analyze.Get more

No videos illustration

No videos illustration

This channel has no more videos