There are so many reasons to listen to today’s episode. First, finance. Wes was introduced to me by a Wall Street Journal article that my brother-in-law Matt Dankner sent me and said basically, ‘Check this guy out, you need to get a hold of this guy’. I’m still blown away that Wes has taken the time to speak with me. The Wall Street Journal article talked about how successful Wes has been in starting and growing his own asset management firm, which is extremely difficult to do. We talk about so much in the episode. We talk about how when Wes was in the midst of his Ph. D. he joined the Marines. We talk about how that experience has helped him get this far. We talk about why vets are well-suited for fundraising. We talk about how to sell with a passion and how to find a mission you’re excited about. And most importantly we talk about the very simple secret to create success which is to grind every day. I think you’ll find Wes’ experience motivating and inspiring.

Donnie works at ConsenSys in the Office of the Founder. ConsenSys is a blockchain venture production studio. Our global team is building an ecosystem of consumer-centric products and enterprise solutions using blockchain technologies, primarily based on Ethereum. [Software Industry, Founded in 2014, Almost 1000 EE on LinkedIn]. Donnie started out at West Point, served as an Army Intelligence Officer for 5 years, attended Harvard Business School, and has worked at Google, Qualtrics, and Future Finance.

Why Listen: 
This is the first time I've had a guest on for two episodes. In my previous conversation with Donnie, he offered to come back on the show to provide a primer about blockchain, crypto currency, and etherium. In this episode we dive into this, as well as why the space may appeal to mission and purpose-driven Veterans.

Why Listen:

Normally on the show, I have a military veteran as my guest. We talk about what they do, how they got there, and advice to others seeking to do the same. Today I am doing that, but with three guests, two Army and West Point grads, one Naval Academy and fellow Submariner, who joined forces to found Imperium Capital. There's a lot that I love about this interview. It is a blend of talking about financial planning and tips that anyone listening can apply to their career to get themselves more financial freedom and stability, as well as a lot about entrepreneurship and building up the skill sets. Here are a couple of things that stood out to me. First of all, I love the story of how they met and decided to start this company. And you're going to get three different perspectives on what drew these people to the finance industry and also to entrepreneurship. They are three different versions with some overlap, which was cool to see. What I love, as well, is that they each had clarity and what they were wanting in their career. And that plays a role in financial planning; they talked about the clarity you need when it comes to finances. But you can also see that clarity applied in each of their career journeys. One thing that I learned in this interview was how you can take risks in your career outside of the military in a way that you might not be able to in the military, and how it's a way to get insights around what you like and dislike, and how it gives you room to explore. We talk about the advantages of working within a big company and learning a trade skill set before going on to entrepreneurship. We talked about interviewing companies rather than being interviewed by them. We talk a lot about finances, and just a lot of things that are top of mind for me, as I grow my family. And I know you will benefit from that as well.

About Imperium Capital’s team:

Christopher Rojewski started out at West Point in 2011. He served in the Army for eight years. And then he spent two and a half years between New York Life Insurance and Northwestern Mutual. Then he co-founded a company called Imperium Capital, which we're going to talk about today.

Brandon Stevenson was at West Point in 2007, ten years in the Army, and then four years at Northwestern Mutual.

Nicholas Birger was at the Naval Academy, the oddball of the group. He went to Harvard Kennedy School, close to nine years on submarines, and then at Northwestern Mutual.

Why Listen:

I think there's a couple of reasons why you're going to like this episode. First of all, Leemon runs a company called Hedera, and he's Co-founder and Chief Scientist. It is in the blockchain space, which I still understand so little about. And still know there are so many possibilities there. He talks about how his career that started at the Air Force Academy led him to that point. One thing I love, though, about my conversation with Leemon is that he's very humble for someone who has founded four incredibly successful companies. And despite having these four successes under his belt, he talks in this interview about how much luck plays a role. Entrepreneurship is a skill that over time if you fail and keep on trying, you can be smart and build up a skill set that can help you increase your chances of success. He talks about how he approaches interactions in business where it's not zero-sum where he tries to make it a win for himself and whoever he's working with. He talks about how he found his Co-founder that he met while in the Air Force and has co-founded four different companies, and tells an incredible story about when his co-founder went to turn down his job, his boss offered his promotion, and the boss ended up investing in their company instead. So tons of great stories here. He does come from a very technical background. He's not only the Chief Technology Officer but the Chief Scientist of his company Hedera. And so you get a different lens. I think we'll oftentimes on the show, we have someone with more of a pure-play business background, and he brings a test tech perspective, including his Ph.D. in Computer Science, in his time teaching computer science at the Air Force Academy.

About Leemon:

Leemon is the inventor of the Hashgraph distributed consensus algorithm, and he's the Co-founder and Chief Scientist of Hedera. Leemon is a graduate of the US Air Force Academy. He was a full professor of computer science at the academy and was on the faculty for eight years. He has been the Co-founder of several startups, including two identity-related startups, both of which were acquired. He received his Ph.D. in Computer Science from Carnegie Mellon University and has multiple patents and publications in peer-reviewed journals and conferences in computer security, machine learning, and mathematics.

Why Listen:

Ken frequently hosts The Dave Ramsey Show, the third-largest nationally syndicated talk radio show. He has done thousands of hours of live career coaching on national radio, helping people find their next ideal job. In this capacity, he has also helped many Veterans, and came on the show today to share what he’s learned in this process.

About Ken:

Ken Coleman is a #1 national best-selling author, career expert and nationally syndicated radio host of The Ken Coleman Show. Pulling from his own personal struggles, missed opportunities and career successes, Coleman helps people discover what they were born to do and provides practical steps to make their dream job a reality. The Ken Coleman Show is the a caller-driven career show that helps listeners who are stuck in a job they hate or searching for something more out of their career. His second book, The Proximity Principle: The Proven Strategy That Will Lead To The Career You Love, released May 2019. Connect with Ken on Twitter and Instagram at @KenColeman and online at kencoleman.com or facebook.com/kenColemanShow.

Why Listen:

In the 300+ interviews I’ve completed with military Veterans about their civilian career, one of the most often cited pieces of advice is to understand your finances. Many guests have talked about how one’s financial situation can provide you with more time to find your ideal career, and avoid the stress that comes with a career transition. Chris Hogan is one of the world’s foremost experts on personal finances, retirement planning and more. It’s an honor to have him on the show, and I guarantee you’ll walk away from this episode inspired and with tactics you can put to use today.

About Chris:

Chris Hogan is a best-selling author, a personal finance expert, and America’s leading voice on retirement, investing, and building wealth. His goal is to help as many people as possible avoid financial traps and set their families up for the future.

His book Retire Inspired: It’s Not an Age; It’s a Financial Number is a number one national best seller, and The Chris Hogan Show has millions of downloads. Chris is also a regular contributor to the EntreLeadership Podcast, a top podcast on business and leadership.

Along with speaking at events across the country, Chris works with business leaders, professional athletes, and entertainers to help them set goals and navigate their financial futures.

Why Listen:
Special thanks to Dan Piontkowski from BTU #90 for making the introduction to Bezan. In this interview we talk about taking the long-game in one’s career, and not rushing to get rich quick. Bezan gives some spot-on, tactical advice on networking, resume prep, LinkedIN profiles, financials responsibility, and other topics that are broadly applicable to anyone going through a career transition.  This is a resource-rich episode, so be sure to check out the show notes at BeyondTheUniform.io to check out links to all the books, podcasts, and more that we discuss. 

About Jesse:
Bezan Morris is a Financial Advisor at Raymond James, a public company based in Florida that provides financial services to individuals, corporations and municipalities. Bezan started out at the Naval Academy, after which he served in the Marine Corps as an Artillery Officer for over 6 years. His civilian career has included work at Toll Brothers, Turner Construction, Amazon, and Chewy.

Why Listen:
This is Beyond the Uniform’s first live podcast, and it took place in downtown Denver at the TIAA building. For those of you who are not familiar with TIAA, it is a 100 year old company, that is dedicated to helping those who teach, heal, and serve achieve financial well-being. TIAA is the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people.

In this live podcast interview, I speak with two TIAA team members about their military transition, and it was an honor to join each them on stage.

There were a whole host of people at TIAA who worked to put this together, but I wanted to say a special thanks in particular to Kadeem Collins. Kadeem came across my interview with Frank Van Buren, all the way back in episode #33, where we talked about Frank’s 18 years at Wells Fargo. That set in motion a journey that started nearly 6 months ago, putting together this first live show.

If you enjoy this format of a panel, write to us and let us know and we will try to do more episodes just like this. So with that, let’s dive in to my conversation with Joseph and Brian at TIAA.    

About Joseph & Brian:
Joseph Kaniatobe is a Financial Services Consultant at TIAA. He started out in the US Marine Corps, where he served as a Sergeant and Forward Observer for over 7 years. After his military service, he worked at JPMorgan Chase as a Financial Advisor before joining TIAA.

Brian Fox is a Client Relationship Consultant in Wealth Management at TIAA. Brian started out in the Peace Corps, after which he served in the Navy for four years. He has worked at TIAA for over 14 years.

Ben Faw is the Co-Founder and COO of BestReviews, a technology startup that has helped over 180M users by simplifying their purchasing decisions. BestReviews was recently acquired by tronc (formerly known as Tribune Publishing) for $110M. He started out at West Point, and served in the US Army for 4.5 years as a Platoon Leader, Executive Officer, and Aide-De-Camp. After his military service he got his MBA from Harvard Business School and worked at LinkedIn as a Marketing Solutions Account Executive.

Why Listen:
Ben has been incredibly successful as an entrepreneur, having sold his first startup for $110M. He talks about his previous experience at business school and LinkedIn, and advice for other Veterans thinking of starting their own company.

Donnie works at ConsenSys in the Office of the Founder. ConsenSys is a blockchain venture production studio. Our global team is building an ecosystem of consumer-centric products and enterprise solutions using blockchain technologies, primarily based on Ethereum. [Software Industry, Founded in 2014, Almost 1000 EE on LinkedIn]. Donnie started out at West Point, served as an Army Intelligence Officer for 5 years, attended Harvard Business School, and has worked at Google, Qualtrics, and Future Finance.

Why Listen: 
This is the first time I've had a guest on for two episodes. In my previous conversation with Donnie, he offered to come back on the show to provide a primer about blockchain, crypto currency, and etherium. In this episode we dive into this, as well as why the space may appeal to mission and purpose-driven Veterans.

Hector Rosekrans is the Director of Policy and Operations at Messari, which is building an open data library to enhance transparency for the cryptoasset industry. Prior to joining Messari, Hector worked at JP Morgan in capital markets operations and technology, where he researched tokenized securities for the Broker Dealer and Custodian. He developed a proof of concept smart contract for asset management on an Ethereum-based enterprise platform. Hector served as an Surface Warfare Officer in the US Navy, and has worldwide operational experience. He holds an MPP from UC Berkeley, where he studied cybersecurity and strategic deterrence, and a BSc from the US Naval Academy.

Why Listen: 

This is the second interview I've done about Blockchain and Crypto currency. It's a great primer on this technology as well as operations and startups. Hector is great at explaining each of these, as well as how he got his first job through Twitter! He also talks about why Veterans may have an unfair advantage in the emerging blockchain space. 

Stephanie Vaughanis the Vice President, Head of Capital Markets at Block X Ventures, a premier boutique crypto-agency advisory firm. Block X Venturessupports leading Blockchain companies worldwide, serving as a strategic and financial advisory for token generating events. She started out at the Naval Academy, after which she served as a Marine Corps officer for over 5.5 years. After her military service, she earned her MBA at Columbia Business School, worked as an Investment Banking Associate at Houlihan Lokey, a Venture Capitalist at LunaCap Ventures, and as Director of Capital Markets at StreetShares. She is a contributing writer at theBlockchain Times.

Charlie Kelly is the Managing Director of the Colorado Technology group at Silicon Valley Bank, where he leads a team focused on providing innovative financial services to high tech companies in the seed / series A through cash flow positive stages of development headquartered in Colorado, Wyoming, Montana, Nebraska, Kansas, and Missouri. He started out at Duke University, after which he served as an officer in the Navy onboard Submarines for almost five years. After his military service, he earned his MBA at the University of Colorado Boulder. He then joined SVB, initially as an associate with the Private Equity Banking team, eventually leading SVB’s team in the Central U.S. He has worked at SVB for over 11 years now.

Thank you to all of you who completed my survey in March about what type of guests you would like to have on the show. The #1 requested career path was Venture Capitalist... and it took me a long, long time to finally connect with a Veteran in this career path. We talk not just about Venture Capital and entrepreneurship, but we talk about topics relevant for veterans in every career path: networking, risk taking, and more.

Many guests on my show in the past have advised those on Active Duty to take care of their finances so that they have the time they need to find their ideal career. Well, today’s guest, as a financial advisor, has made it his profession to help people take control of their finances. He talks about financial advising as a career path, as well as what it has been like to start his own company.

This is a must-listen-to episode. Patrick covers so much ground in this interview - we talk about choosing a team that is lean and mean; we talk about his experience not being sure of what to do for 5-6 years, wandering from business school to consulting to ultimately finding a place he passionately calls home; we talk about work and life balance and how to think about this as an entrepreneur; and we talk about finance and entrepreneurship. There is so much great advice in this interview!

Andrew never considered a career in the Financial Services industry until a friend contacted him and told him he should apply for a position... where the application was due in just 18 hours. This led Andrew to learn everything he could about Goldman Sachs and a career as a Private Wealth Advisor. Andrew does a great job of explaining more about the Financial Services industry, and why this may be the ideal career for a military veteran.

There are so many reasons to listen to today’s episode. First, finance. Wes was introduced to me by a Wall Street Journal article that my brother-in-law Matt Dankner sent me and said basically, ‘Check this guy out, you need to get a hold of this guy’. I’m still blown away that Wes has taken the time to speak with me. The Wall Street Journal article talked about how successful Wes has been in starting and growing his own asset management firm, which is extremely difficult to do. We talk about so much in the episode. We talk about how when Wes was in the midst of his Ph. D. he joined the Marines. We talk about how that experience has helped him get this far. We talk about why vets are well-suited for fundraising. We talk about how to sell with a passion and how to find a mission you’re excited about. And most importantly we talk about the very simple secret to create success which is to grind every day. I think you’ll find Wes’ experience motivating and inspiring.

Forrest anticipated his transition very early on and prepared for starting his own company in a very proactive way. This is also my first interview with a financial planner, and may be an interesting career path for other veterans.

Jason Hodell is the CEO of Skullcandy, which markets headphones, earphones, speakers and other products. Skullcandy was founded in 2003 and acquired in October 2016 by Mill Road Capital for $200 million. Jason started out at West Point, after which he served as an Infantry Officer in the US Army for five years. After the Army, he picked up his MBA at Wharton.He had an impressive career prior to Skullcandy, which we’ll discuss in the interview, and joined the Skullcandy team initially as their CFO & COO.  Since that time the company has grown revenue from $210M to approximately $300m, and he was appointed as the CEO of Skullcandy  about one year ago.

Patrick is the Founder and Managing Partner at High Ridge Global, which is a private investment and advisory firm. He started out as a ROTC student at the University of Southern California, after which he served as a Signal Corps Officer in the Army for four years. After his service he got his MBA at Georgetown. He has worked at JP Morgan, Morgan Stanley, was part of the Founding Team of LiveOps (a company that grew to over $100M in revenue), and has founded, invested in, and served on the board of multiple companies.

Matthew Caldwell is the President and CEO of the Florida Panthers and Sunrise Sports & Entertainment. Matthew started out at West Point, after which he served in the U.S. Army for five years, conducting combat operations in Iraq and peacekeeping operations in Kosovo. Matthew worked as a Vice President at Goldman Sachs in their Investment Management Division, and then transitioned to Chief Operating Officer for the Panthers before being elevated to President and CEO. Matthew holds a JD/MBA from Northwestern University School of Law and the Kellogg School of Management

Phil McConkey is the President of Academy Securities, our nation’s first and only post 9/11 military veteran and disabled veteran owned and operated investment bank and broker dealer. Phil has served in this capacity for the last 6 years. He started out at the Naval Academy, after which he served for five years as a Naval Aviator. After his military service, spent 6 years in the NFL, with the Packers, Cardinals, Chargers and the Giants - where he won the Super Bowl.

Chris Dattaro is an Operations Manager at Lyft in Washington DC. He started out at the Naval Academy, after which he served as a Surface Warfare Officer for five years. After departing the Navy, Chris participated in the Goldman Sachs 3 month Veterans Integration Program, before joining FBR, an investment bank, in an Institutional Equity Sales role. He briefly worked at Trustify as the Director of Recruiting before joining Lyft. Chris is married to an active duty Lieutenant and HR Officer and he is also active in his spare time coaching veterans about their career transition to the civilian workforce and working with veteran entrepreneurs.