Financial Consultant Financial Services Startup 
Harness Wealth
MAY 25, 2023
Chartered Financial Consultant (ChFC): This designation is issued by The American College of Financial Services. ChFCs have undergone extensive education and experience requirements, focusing more heavily on practical applications of financial planning. Tax services provided through Harness Tax LLC.
Sara Grillo
APRIL 10, 2023
Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
Expert insights. Personalized for you.
52 
Let's personalize your content