A technologist from birth, Nick could always be found with the latest technology in hand; still today, Nick is constantly researching and positioning himself on the cutting edge of the latest tech trends. Reconciling the books of his family’s business and filing his first tax return at the age of 16, Nick also discovered his knack for accounting at a young age. Nick graduated St. John’s University with a Masters in Taxation and has plans to sit for the CPA Exam.
In 2010, Nick founded Bookkeeper360 with the goal of providing tech-savvy bookkeeping solutions for local businesses. Realizing the potential of the cloud to allow expansion into a global market, Nick partnered with Xero, and through hard work and passion led the firm to become one of the largest 100% cloud-based bookkeeping solutions providers in the United States. As the Founder, CEO, and visionary of Bookkeeper360, Nick is constantly researching for new software suites and integrations that allow his clients, their businesses, and the BK360 team to work smarter.
After graduating from West Point, Michael Riccardi served our country for seven years as a U.S. Army Captain, including a tour of duty in Saudi Arabia during Desert Storm. Michael’s financial services career, now spanning over 20 years, includes public finance investment banking to local governments, municipal bond underwriting and trading, institutional bond sales to mutual fund managers, and establishing arbitrage hedging strategies for institutional bond trading desks. Michael serves United Asset’s clients as a portfolio manager and investment counselor. His knowledge and experience with fixed income and keen sense of business development assists our clients with goal-setting and portfolio-building to ensure that proper asset allocation and a proper investment plan is adopted. Michael is a member of the Financial Planning Association.
Michael Lane’s career spans over 30 years in financial services, during which time he has held senior executive positions in firms ranging from information technology and Software-as-a-Service (SaaS) solutions at early stage venture capital-backed companies to large publicly traded enterprises. He brings strong operational, managerial, sales, marketing, and consultative expertise, from companies such as Accenture, Chase, Bottomline Technologies, Pegaystems, and Fiserv.
He was most recently the President of Real Content Media Group. As an entrepreneur and C-suite executive at several private companies, his accomplishments include significant sales growth and market awareness campaigns, product development leadership, mergers and acquisitions, and successful capital raises totaling over $60 million in aggregate from leading public companies and venture capital firms. Mr. Lane earned a BA degree from UCLA and received an MBA from Columbia Business School.
A University of Maryland graduate, Guy has 20+ years in sales under his belt. Guy started his career in sales for a data communications company, Graphnet, Inc. Continuing on, he landed himself a job on Wall Street, selling and trading municipal bonds for Hartfield, Titus & Donnelly, LLC. In 1998, Guy decided to take on the plastic resin distribution industry in sales up until 2007 where he then found himself starting his own distribution company, GTR Brokerage, Inc. Today, Guy has built his portfolio up and is a Partner & Manager of EME Asset Management, LLC.
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