Introducing Our Team
JB and The Doctor
Hi, I’m JB co-founder of JB and The Doctor.
I took my first dive into entrepreneurship in college where I started a company from the ground up with my very first business partner. From there I entered the corporate world where I quickly earned the right to a coveted role as a Regional Vice President of external sales in one of the hottest markets in the U.S., San Francisco. During my decade plus tenure working for one of the largest Financial Services firms in the world I began my journey towards mastering my time, sales, and confidence. Individually and as a team member I was responsible for over half a billion, with a B, dollars of sales. I was trained and grew to be a master presenter, consultative sales partner and a resource for some of the top performing financial advisors in the country. Throughout my career I have given thousands of presentations, closed million dollars + deals and have helped professionals develop at all different stages in their career, from brand new to seasoned vets. I’ve been an educator, partner, mentor, colleague and coach to professionals such as accountants, financial advisors, insurance agents, real estate agents, loan officers and entrepreneurs.
Throughout my journey I’ve learned some universal truths. Success is all about how we work with other people and not just about subject matter expertise. Competency is table-stakes and to be evolve to our greatest potential we need competency AND to be highly focused and highly self-aware. It’s why I’m so confident that we can help you achieve and exceed your goals, find greater fulfillment while you do so and leave a larger, more positive impact on those around you. We can and will help you identify your blind spots, prioritize where you focus your energy and give you the insight you need to level up in business and life.