David Banks, a seasoned tech sales professional with four decades of experience and pivotal roles in three IPOs, shares his transition to investment management. He emphasizes treating investments like a business, which allows for better financial separation and protection. Banks dives into hard money lending, showcasing its advantages over traditional banking. He discusses leveraging tech skills for investment success, contrasting cash flow with growth strategies, and highlights the importance of education and networking in private equity for navigating complex investment landscapes.

David Banks, a seasoned sales executive with over 40 years in tech, shares insights from his remarkable journey through three IPOs with companies like VMware and Splunk. He emphasizes the crucial role of networking in career advancement, especially in tech. David discusses the complexities of equity compensation during volatile market conditions and the importance of strategic decision-making. He also highlights effective job interview preparation techniques and the art of storytelling in tech sales, all while managing personal investments through his own firm.

David Banks, a seasoned tech sales professional with three IPOs to his name, discusses his transition to full-time investing and founding Addison Financial. He shares how to turn tech equity into financial freedom. Key topics include leveraging professional networks for investment opportunities, the benefits of cash flow investing, and the advantages of hard money lending in real estate. David emphasizes structured portfolio management and transforming investments into a business for long-term wealth creation.