How I can help you

My career has spanned four decades in various aspects of financial services.  It began with a 15 year career at Citicorp, most of which was in the equipment finance business where I touched all aspects of the business, from credit management to sales to sales management.  From there I entered the personal finance and investment industry where I held a number of senior level positions in the marketing, sales and product development areas of companies like Royal Alliance Associates (one of the country’s largest independent securities Broker/Dealer), AXA Advisors (a financial products distribution company and subsidiary of AXA Equitable) and OppenheimerFunds (a leading money manager and investment products distributor).  After my successful corporate career I formed The High Tide Group LLC, a business consulting practice that mainly assists small businesses in planning and marketing.

(For your reference my Linkedin profile is www.linkedin.com/in/martytelles/)

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance
  • Marketing, Advertising and Creative Services
  • Consulting, Research and Business Services

Education

;M.B.A. Program, Concentration in Management Fairleigh Dickinson University, Madison

B.B.A., Marketing Management  Pace University New York, NY

;LICENSURE/CERTIFICATIONS NASD Series 7, 63, 65, 24 (currently not active)


Communication Methods

  • In Person
  • Phone
  • Video