Who we are.

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Management

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Raffaele Bilotta
Founder & President

Provide leadership in developing/planning/implementing the Brokerage’s business plans with the company.
Manage the office staff, provide direction, delegate responsibilities, payroll.
Expand growth and improve structural efficiency by providing greater accountability to management team.
Property & Casualty and Life & Health licenses required
Financial reporting.

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Tracey J. Flood-Soriano
Co-Founder & CFO

Manage budget and all Accounts Payable/Receivable for company’s three LLCs.
Work with our state distributors to put pricing and promotional programs in place
Manage logistics of importing and distributing our various brands.
Record corporate minutes and shareholders’ unit/percentage stake for the company’s three LLCs
Review contracts and agency agreements

Alex Kikirov
Founder & VP

Provide leadership in developing/planning/implementing the Brokerage’s business plans with the company. Manage the office staff, provide direction, delegate responsibilities, payroll. Expand growth and improve structural efficiency by providing greater accountability to management team. Property & Casualty and Life & Health licenses requiredFinancial reporting.

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Marco Antonio Soriano
Co-Founder & COO

Mr. Soriano is a Partner and Chief Investment Officer for the Soriano Family Office based in London, UK. His practice as a Global Management & Business Development, Advisor and Entrepreneur, Executive-in-Residence at NYU Stern. Expert in Computer Programming, Fin-Op strategies for Start-Ups, IPOs, M&As in LatAm, US, & EU., but not limited to:

 

• Domestic and cross-border private equity-backed and strategic mergers and acquisitions involving private and publicly-listed companies;

• Private equity and venture capital investments;

• Private placements of equity and debt securities;

• A vast knowledge and expertise in AI driven Systems, Blockchain and cryptocurrencies

Advisory Board

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Andrew Hulsh
Corporate Lawyer

Mr. Hulsh is a Partner and Vice Chairman of the Corporate and Securities Practice at Pepper Hamilton LLP, a leading law firm of more than 500 lawyers with offices in key jurisdictions throughout the United States. My practice involves:

• Domestic and cross-border private equity-backed and strategic mergers and acquisitions involving private and publicly-listed companies;
• Private equity and venture capital fund formation;
• Shareholder activist matters, including proxy contests;
• Public offerings and private placements of equity and debt securities;
• General public company representation under U.S. securities laws; and
• Venture capital investments.

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Marianne Halvorsen
Senior VP at AON

Ms. Halvorsen produces and supports clients for Aon Insurance, runs a non-profit called Growthsource Academy . She connects private equity firms and high net worth family offices with opportunities through her business, KONTAKTSOURCE. In her spare time she is committed to helping women around the world achieve their dreams.

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Facundo Rawson
Director of Finance
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Danièle von Ballmoos
Partner at Firmvest AG

Mr. Rawson is a Founder and Managing Director of Patagonia Capital Advisors LLC and one of the top advisors at MassMutual Group. He is a result driven executive with over 25 years of leadership experience in asset management, advisory and investment Banking . Mr. Rawson has raised capital and is very skilled in business development.
Mr. Rawson serve on the board of Directors of Genesis Capital Group LLC. an Investment management boutique in global asset management based in Manhattan. Previously he was a Senior Trader at Santander Bank. Mr. Rawson is graduate of the University of Buenos Aires where he acquired his BA degree in Business Administration and holds an MBA from Hult International Business School (former Arthur D. Little School of Management at Boston College). He is fluent in Spanish.

 

Focus: Insurance Strategies, Business Owners, Charitable Giving, Retirement Income Planning, Estate Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education, College Funding Strategies

Languages: English, Spanish

https://advisors.massmutual.com/facundo-rawson

Swiss born, fluent in German, English, Spanish and French, with 20 years of experience in the financial sector. She holds an international MBA from University of St. Gallen and Rotman School of Management in Toronto.
After her studies of Communication Sciences at University of Fribourg, she went to the UK to obtain a Masters in Marketing at Bournemouth University. Subsequently she started her career at the marketing department of Vontobel Asset Management AG. She worked ten years at Bank Vontobel AG in all the different departments until she left as Director to join Credit Suisse International Private Banking.

 

This move was followed by expanding the knowledge at the Financial Departments of the consulting firms Price Waterhouse Coopers and Ernst & Young. Before joining Firminvest, she worked for an alternative investment boutique based in New York City with a focus on structured credits, convertible bond arbitrage and merger arbitrage.

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Frank Gregory
Managing Principal & J.D. 

Game Changer; Status Quo Disruptor; Entrepreneur & Innovator; IRA & Retirement Guru and Fiduciary Advocate; Blockchain & ICO Enthusiast; Strategist; Connector; Dynamic Leader; Risk Taker and Risk Manager.

I am a proven executive with start-up, blockchain, sales, relationship management, product design, and regulatory experience. I study people and industries, which allows me to effectively lead and motivate my team members to find success. As a former attorney, I find creative, but legal, solutions to problems, and have learned to quickly and objectively evaluate business models and recommend strategic and tactical courses of actions.

I work as both a third-party consultant and as an in-house employee. In addition, I sit on a number of private company and not-for-profit boards and advisory committees.

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