How I can help you

“Plan your work and work your plan”. All forms and sizes of businesses need to have focus and establish a Plan; a roadmap on how to achieve goals and objectives. I bring my knowledge and experience to SCORE clients and, equally important, I help them think through the many components of their business and put them together in a functional plan that is realistic, achievable and has the flexibility needed to adapt to new and/or unexpected circumstances. I then work with them on the Plans execution.

My career has spanned four decades in various aspects of financial services.
• It began with a 15-year career at Citicorp, most of which was in the equipment finance business where I touched all aspects of the business, from credit management to sales to sales management.
• From there I entered the personal finance and investment industry where I held several senior level positions in the marketing, sales, and product development at companies like Royal Alliance Associates (one of the country’s largest independent securities Broker/Dealer), AXA Advisors (a financial products distribution company and subsidiary of The Equitable Life Insurance Company) and OppenheimerFunds (a leading money manager and investment products distributor).
• After my successful corporate career, I formed an Independent Registered Investment Advisory Firm focused on medium net worth investors.
(For your reference my Linkedin profile is

Areas of Expertise

  • Accounting & Finance
  • Management & Operations
  • Business Plan
  • Human Resources
  • Marketing

Industry Experience

  • Accounting & Tax Services
  • Professional Services

Marty Telles

Communication Methods

  • Email
  • In Person
  • Phone
  • Video