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Nick Mariniello. President

Upstream Business Consulting dba FocalPoint

Nick began his career on Wall Street in 1982 as a stockbroker and rose through the ranks to become the national sales manager for one of the first independent brokerage firms in 1991. Five years later, Nick decided to stretch his entrepreneurial legs and started his own brokerage and advisory company which grew to over 250 advisors around the country. In 2004, Nick sold investment brokerage company to a NY private equity firm and started a new venture focused on delivering institutional investment management to trust banks, via a revolutionary technology platform he developed with his partners. This innovative approach to trust account investing, combined cutting-edge technology traditional active management quickly became the benchmark for regional trust banks. After growing that business to over 40 banks and $10 Billion in assets under administration ...

Create Wealth

Nick Mariniello is a successful serial entrepreneur having started new ventures, grown the business, and sold the company, and moved on to the next adventure. In this episode, Nick shares what it takes to create wealth. He gives advice and tools on how you can generate wealth.

What you will learn:

  • Leaping to do what you have passion for.

  • What is the mindset of a successful entrepreneur?

  • What role does strategy play in your success as an entrepreneur?

  • What is the relationship between strategy and tactics?

  • Lessons learned

Create WealthNick Mariniello
00:00 / 01:04
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