Jason Wenk, the founder of Altruist and serial entrepreneur, joins TacoTech to talk about his latest industry-defining endeavor.
Here’s what you’ll learn in this episode:
Why Altruist puts an emphasis on “design thinking” in its product development (and how that’s rare in financial services)
The most important lessons about leadership Jason has learned from leading multiple companies
Why fish tacos are the best tacos (even though Torie disagrees)
Listen below right now.
Learn more about Jason, courtesy of Altruist:
Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios.
With Jason as CEO, FormulaFolios achieved a 13,927% 3-year growth rate and managed over $3.2 billion. This rapid growth ranked the firm as a fastest-growing private company in the country by Inc. magazine 4 years in a row, reaching as high as #10.
Jason was recently named a national EY Entrepreneur of the Year in 2018.
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