Who We Are &?What We Do.
We are business professionals and Entrepreneurs?looking for a better way to make meaningful, reciprocated relationships with people we like and want to do business with.
Using a proprietary intelligent matching algorithm, Connequity delivers relevant business referrals that match your criteria for ideal clients, referral partners and simply put, people you will naturally want to do business with. This saves busy professionals the time, resources and frustration typical of both online and offline networking methods.
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Founder, Acting CEO
He attended HS in Long Island and business college in Western New York and has been a San Diego resident for nearly thirty years where he owns a highly successful wealth management practice.
Inventive at an early age, Russ? twin infants inspired him to conceive and guide the development of an innovative solution to save time and energy in his business development efforts. His goal was to create an efficient and automated way to meet referral partners with client types and commonalities that would accelerate professional relationships to the point of referral generation.
?I recognized the potential to help myself and my referral partners become better connected to those who can open doors and help grow our mutual businesses. I also realized that we can encourage the spirit of reciprocity and giving. With Connequity, we make it easy for our users to meet high-caliber individuals that are complementary to our service models. We assist our members in building a balanced referral network, leading to long-term business relationships.?
Russ has proudly served on boards for several charity and community organizations, and currently resides in sunny Solana Beach, CA with his wife Amy and three energetic children.
Digital Networking Reimagined!
Connequity is a powerful online platform that creates new business opportunities by matching professionals looking for relevant referrals and business leads.
Marketing / Product Development
Jocelyn is a vibrant Marketing Specialist & Program Manager who embraces life?s challenges. She is multi-talented in areas such as marketing, community relations, event planning, product development, sponsorship, and advertising.
She was a valued team member of the US Marine Corps Community Services department at MCAS Miramar and Marine Recruit Depot in San Diego. As a Marketing Manager for two Marine Corps bases, she managed marketing, branding, sponsorship and advertising projects for internal departments and external clients.
Jocelyn has also supported the San Diego Italian Film Festival, working with the executive board to create & execute email marketing strategies, newsletter campaigns, and strategy implementation.
She is a Founding Board Member of PiCS (Partners In College Success), where she assists disadvantaged youth with personal career mentorship. She enjoys leading a team and seeing the results of hard work and team collaboration.
Sales & Marketing
With extensive experience in the software domain, Andrew has accumulated a unique blend of sales, partner, and marketing business acumen, plus a complimentary technical savvy. A seasoned Bay Area executive, Andrew has held a number of high profile positions at companies such as Jive Software, Sun Microsystems, Brocade, BEA Systems, Informatica, and Plantronics, as well as running his own sales and marketing consulting business.
Andrew is a founding member of the Sales Enablement Society, a volunteer organization whose mission identifies best practices for successful outcomes, clarifies the operations for the sales enablement business, and develops the criteria for sales enablement roles within successful organizations.
A native of England, Andrew now resides in sunny Carlsbad, California with his family. He has a passion for soccer or football as they call it in his country of origin, he is a keen road cyclist and can be seen most weekends riding the local area, and he is an avid pour-over coffee connoisseur. Andrew is therefore always available to discuss the benefits of Connequity over a cup of coffee, especially if the coffee shop roasts their own coffee beans.
Board Advisor - Technology
Trey Overton began building software since the early 90s, getting started when punch cards were no longer required, as that seemed like a big step up. Early days of writing client/server apps for government and enterprise companies soon shifted to the web, where his work has thrived. Except for three years on a dev team at Microsoft, Trey focused on his own company, delivering web sites and web apps for a wide variety of clients. Today, he is the Principal Software Architect leading his crack team of engineers in delivering sophisticated apps built on the AWS cloud infrastructure.
Along the way, Trey has also taught classes to high school students, published tabletop miniature war games, and volunteered as an active leader for the Boy Scouts and Venturing. He lives in Tennessee with his wife, many kids at home or nearby, grandkids now too, and possibly too many dogs and cats.
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