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Selden Frisbee

20+ years Financial Services, Corporate Strategy, Tech / Fintech experience

Selden Frisbee is a seasoned professional with over 20 years of experience in Financial Services, Corporate Strategy, and Tech/Fintech. In the realm of Financial Services, he has held leadership positions in various sectors including wealth management, asset management, brokerage, trust bank, ERISA/401(k), venture capital, and private equity. His expertise in Strategy is reflected in his proficiency in management consulting, market sizing, competitive analysis, business case development, and growth strategy. In Corporate Development, Selden has vast experience in valuation, M&A, strategic analysis, and integration, with a specialization in the wealth management and WealthTech industries. His Tech/Fintech background encompasses operational responsibilities for trust accounting and portfolio management system conversion, coupled with a broad comprehension of wealth management, trust bank, private equity, and brokerage technologies. Noteworthy are his personal projects exploring TAMP platform, automobile valuations, LegalTech, and ML/AI. Selden's educational journey includes an MBA in Finance and Entrepreneurship from Vanderbilt University's Owen Graduate School of Management, a Master of Business Administration from Vanderbilt University, and a B.S. in Business Finance from the University of Montana. Throughout his career, Selden has been associated with various reputable organizations such as Quiet Capital, St. Jean Capital LLC, Diversified Trust, Charles Schwab, Accenture, Fisher Investments, and Merrill Lynch holding roles ranging from Partner to Managing Director, showcasing his diverse and rich professional background.

Selden Frisbee
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Location

Whitefish, Montana, United States