Episode 76: Managing Personal Investments with David Banks - A Tech Professional's Journey
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Host: Christopher Nelson
Guest: Davids Banks
In this episode of Tech Equity and Money Talk, David Banks shares insights from his career transitions, particularly focusing on moving from a successful tech sales career to becoming a money manager.
David had a 40 year career in software sales that saw him through three IPOs, Interwoven, VMware, and Splunk.
David built valuable skills in Tech Sales that allowed him to work in sales and sales management roles in companies like VMware and Splunk.
After Splunk David continued building his financial company, Addison Financial LLC which is the vehicle for managing their real estate investments and hard money lending portfolio.
Connect with David Banks
https://www.addisonfin.com/
https://www.linkedin.com/in/davidlbanks/
Episode Timeline:
[00:01:20] Transitioning to money management.
[00:05:00] Cash flow investment strategies.
[00:10:10] Cash flow investment strategies.
[00:12:07] Running your portfolio as a business.
[00:17:12] Transitioning to full-time investing.
[00:20:18] Private equity education and networking.
[00:25:44] Financial audit for lifestyle changes.
[00:28:15] Tech business cycles and resilience.
