Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general.

Let's get to it.

In this episode, Jeffrey shares his eclectic path from two non-target schools, shifting to night

classes so he could earn money in real estate his junior year, and how he ended up at several

boiler rooms. He also covers his eventual pivot

to break into Morgan Stanley and why that didn't end up being a long-term stay, how he added value

at HSBC, and his rough transition out of a family office that was dabbling in venture capital.

Learn how he made each transition in advice he would give his younger self. Enjoy.

Enjoy. Jeffrey, thanks so much for joining

the Wall Street Oasis podcast. Thanks so much for having me. It'd be great if you could just

start by giving the listeners a short summary of your bio.

Sure.

So my background is probably a little bit more eclectic than most.

In 2008-9, I started a real estate company.

It was a buyer's only brokerage.

We were able to take advantage of the

displacement in 08 to grow a business. Shortly thereafter, I went into banking. I spent the next

five years in banking between Morgan Stanley and HSBC. While at HSBC, I was asked by a family

office to help them set up a venture capital fund in New York. So I left

banking. I spent the next two years of my life as a partner in VC coupled with a crowdfunding

platform. And once we had completed the first fund of investments, the family decided not to

invest anymore. So I'd left and started a consulting firm in 2015. So that's kind of

...