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Derek Goldstein

Derek Goldstein
Derek Goldstein is a Principal at Blaze Allen LLC, a specialty finance firm that provides working capital to growing businesses. Before that, he worked in investment banking at Citi and later in venture capital. He teaches a NASBA-accredited CPE course on the practical use of AI in finance and writes from Brooklyn, New York.
My Website: www.blazeallen.com

 

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Recent Posts

13-Week Cash Flow Forecast: A Practical Guide for Advisors

Modern Practice, Operational Advisory

Most of your clients can tell you exactly how much cash is in the account right now. Almost none of them can tell you...

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Advisor presenting a 13-week cash flow forecast with charts to clients during a financial planning meeting.

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