Jay Samuels is a seasoned finance and strategy professional with extensive experience in fintech and advisory sectors. As Co-Founder, Creator, and Chief Strategist at insytz since June 2022, Jay leverages over 80 years of curated market data to develop proprietary algorithms and dashboards that help members track market trends. Jay also serves as Co-Founder and Managing Director of ShermanSamuels, an advisory firm focused on creating value for growing companies. Prior experience includes leading business solutions at ABB Optical Group, managing global planning and strategy at Starwood Property Trust, and senior director roles at Burger King, all contributing to a strong background in strategic planning, financial analysis, and business growth. Educational qualifications include a Bachelor's in Business Administration from Baruch College and an MBA in Accounting from Florida International University.
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ShermanSamuels
Boutique advisory and investing firm serving strong management teams at growing companies to generate significant, sustainable value. We customize our holistic approach for each client’s culture, industry and needs. We roll up our sleeves, bring our passion, curiosity, honesty and creativity to manage and unleash growth for companies and professionals to: - Formulate strategy and prioritize growth opportunities - Improve profitability, streamline processes and scale businesses - Prepare companies for and optimize sale transactions and optimize acquisitions - Build user-friendly, growth-oriented tools and train teams to optimize them - Train teams to manage growth and sustain success