Monterey Industrial is a one-person practice. The work, the relationships, and the reporting come from me directly.
I spent the last ten years building financial infrastructure across capital markets and software. Before me, my branch of the family had been out of electrical work for a generation. This practice is me starting in the trade — not returning to it — and bringing what a decade of operating in regulated finance teaches you about discipline.
I'm new to carrying lines as an independent rep. The customers, the principals, and the trades will know that. The work is where credibility is earned.
Background
- VP of Ledger at Linqto — private markets platform, on-platform assets reached roughly $1B
- Integration Engineer at Ripple — on-site deployment of cryptographic payments software at global banks
Credentials
- UC Berkeley M.Eng., Industrial Engineering & Operations Research
- FINRA SIE
- FINRA Series 65
Industry affiliations
- MANA — Manufacturers' Agents National Association · pursuing membership
