Keli Alo
Keli's style of self-effacing humor often introduces himself as an ex-jock, ex-soldier, C student, slow reading group. And while that might be disheartening, he has spent over 24 years in the financial services industry. His financial background is wide and deep. He has been an investment wholesaler of global investment management services working intimately with investment advisors and insurance agents. Later as the chief investment officer for a registered investment adviser, he supervised and managed hundreds of millions in private client assets in both traditional and alternative private investments. He brings his love of tearing financial products a part and putting them back together and his love of developing others to the podcast hoping to arm and protect folks from their own form of decision regret.