ELYSIAN CAPITAL HOLDINGS, LLC
and Founder, Managing Partner,
ELYSIAN MANAGEMENT CONSULTING SERVICES, LLC
Jim McInnis is a Partner and Chief Executive Officer for Elysian Management Consulting Services, LLC. He is responsible for the strategic direction, operational execution and overall leadership of EMCS and works closely with clients to deliver industry leading insights and innovative solutions. Jim is also the Chief Executive Officer and President of RDR Sales Consulting, Inc., an organization providing strategic advisory services.
With over 40 years in the financial services industry, Jim has made a lasting impact on his clients with his deep industry knowledge and dynamic leadership style. Heralded for his extraordinary success in the business world, Jim’s expertise is repeatedly sought after by companies worldwide.
Jim’s affinity for working with people developed early. Drafted into the U.S. Army shortly after high school, Jim was chosen from a select few to attend Officer Candidate School. Following a term in Germany, he was honorably discharged and quickly began his career as a retail stockbroker. Jim rapidly ascended as a leader among his colleagues when he took a position with Merrill Lynch and created the firm’s very first Annuity Marketing Unit. A trailblazer in this area, he travelled nationwide bringing product ideas to the firm’s offices and to thousands of brokers. He later began his own Third Party Wholesale Distribution Company and was responsible for hiring and developing internal wholesalers across the nation. Jim then became president of global financial services giant, The ING Annuity Group, overseeing its exponential growth to more than $100 billion in assets.
Managing Partner, CEO, Elysian Capital Holdings, LLC
John is a Founder, Managing Partner and Chief Executive Officer for Elysian Capital Holdings, LLC. He is also the Managing Partner of Partnervest Financial Group. He drives the strategic direction and operational performance of the organization, while creating the vision and leading the company in its distribution efforts. John also oversees Elysian’s Marketing and Social Media divisions and produces Elysian’s digital content on its monthly website blog.
With over 25 years of sales distribution experience, John began his career as a National Sales Manager and Senior Vice President for The ING Group. He later became the Executive Vice President and Managing Director of Investments, Mutual Funds and Variable Annuities for Transamerica Capital Management. John later joined Vertical Capital Markets Group, LLC as an Executive Vice President and National Sales Manager.
John earned his Master’s Degree in Business Administration from Pepperdine University, with an emphasis in Marketing, and has a bachelor’s degree in Economics from the University of California, Irvine. He maintains FINRA Series 6, 26 and 63 registrations.
MARY JO MARCHESE
Marchese & Associates
Mary Jo Marchese is the Founder and Managing Principal of Marchese & Associates, Inc., a business specializing in the recruitment of high-level employees within the financial services industry. Over her career, Mary Jo has been responsible for over two thousand successful professional placements nationwide, establishing Marchese & Associates as a highly qualified and successful recruitment source.
Having developed a revered reputation for loyalty and integrity, along with strategically placing her staff and offices throughout the country, Mary Jo has vast experience in placing individuals into a broad spectrum of positions, which include top-level sales, marketing, management and operations executives. Mary Jo and Marchese & Associates have also been successful in placing high-level positions throughout a multitude of other industries outside the financial world as well. Through her extensive professional network and extraordinary reputation, she is in touch with industry leaders and is regarded for her dedication and efficiency in successful business placements.
A. NICHOLAS GEORGGIN, ESQ.
Managing Partner, General Counsel,
Elysian Capital Holdings, LLC.
Nick is a Founder, Managing Partner and General Counsel for Elysian Capital Holdings, LLC. He also serves as General Counsel to Partnervest Financial Group. Nick is a licensed attorney and has been practicing law for 22 years. His background and experience includes running his own law firm for 20 years concentrating on complex litigation, class action, public entity defense, and residential/commercial construction cases. During his career, Nick has managed over 2,000 litigated matters in both the trial and appellate courts. Over the course of his career, he has participated in thousands of days of mediation and arbitration proceedings. In addition to his broad litigation experience, Nick has handled a variety of legal matters for both public and private clients, including corporate formation and governance, governmental contracts, complex zoning and eminent domain matters.
Nick earned his Juris Doctorate, summa cum laude, from Western State University College of Law, graduating in December 1993. He was the class Salutatorian, graduating second in his law school class. Nick was an Associate Editor and Lead Articles Editor for the Western State University Law Review and a Legal Research Intern for the late Justice Henry T. Moore, Jr., of the California Court of Appeal, Fourth District, Division Three. He became licensed to practice law in the State of California in June of 1994. He is also admitted to practice in the Ninth Circuit Court of Appeals, and the Federal District Court for the Northern, Central and Southern Districts of California.
Managing Partner, COO, Elysian Capital Holdings, LLC
Paula Rezza is a Managing Partner and Chief Operating Officer for Elysian Capital Holdings, LLC. Paula’s prior experience includes over 20 years in the financial services industry, beginning her career as a sales assistant and technical analyst at Paine Webber/UBS. In 2004, she became a wholesaler for Natixis Global Associates covering key regions in the Midwest and garnered instant success within the industry, resulting in her position as Regional Vice President. She continued her ascent with BNY Mellon/Dreyfus as Regional Vice President overseeing the entire Chicago metropolitan area.
Paula has a proven record of delivering exceptional results and providing unparalleled service and expertise to her clients. Having developed a network of invaluable relationships on the east coast, the west coast and in the American heartland, Paula is supremely qualified to market and distribute Elysian's affiliate strategies across the country. She maintains FINRA Series 7, 63 and 65 registrations.
ELYSIAN MANAGEMENT CONSULTING SERVICES and
Principal and Co-Founder, Oakhurst Advisors, LLC
David is a Consulting Partner for ELYSIAN MANAGEMENT CONSULTING SERVICES and is a Principal and Co-Founder of Oakhurst Advisors, LLC. He has extensive experience in the design, development, sales and marketing of Mutual Funds, Variable Annuities, Real Estate Private Placements, Non-Traded REITS and Real Estate-Based Interval Funds.
His vast professional background in Mutual Funds includes serving as Vice President of Integrated Resources Funds Group, Fidelity Advisor Funds and was the Sales Manager and Vice President of Aetna Mutual Funds Group, were he also oversaw Variable Annuities.
David’s significant experience with Variable Annuities includes serving as Vice President of Monarch Life Insurance and Co-Founding Bluerock Funds Group. He later became the President and Chief Compliance Officer of Vertical Capital Funds.
His extensive Real Estate Investment experience includes acting as Senior Vice President and Sales Manager for Hines Real Estate Securities. He has also acted as President and National Sales Manager for WP Carey and Griffin Capital.
Managing Partner, CEO, Legacy Now Lending, LLC
Kevin is a Managing Partner and Chief Executive Officer for Legacy Now Lending, LLC. He oversees all aspects of Legacy’s operations, and specializes in reverse mortgages, hard money lending, bridge financing, non-owner occupied investment properties and emerging market mortgages.
Prior to his transition into lending, Kevin spent the first 20 years of his career as a commodity broker, trainer, team leader and ultimately, running his own brokerage for a number of years.
Kevin has undergraduate degrees in both Business Administration and Economics from the University of Minnesota-Duluth. He maintains FINRA Series 3, 6 and 63 registrations, along with Real Estate and multiple MLO licenses.
Steven D. Sperling
Managing Partner, CEO, Pinnacle Dispute Resolution Services, LLC
Steven is a Managing Partner and Chief Executive Officer for Pinnacle Dispute Resolution, LLC. He has been a licensed attorney and has been practicing law for the past 19 years. Based upon his tenure, Steven has gained extensive negotiating expertise and a keen ability of engaging parties to find a meeting of the minds.
He began his career at The Rodman Group, wherein he was involved with all aspects of a multi-dimensional sports and entertainment company involving a number of well- known professional athletes. Steven’s functions included highly confidential business and legal dealings between the professional athletes and their contracted professional sports teams and corporate sponsors. Thereafter, Steven sought to diversify his legal background and experience by concentrating on complex litigation, employment wage and hour class action, residential/commercial construction defect cases, personal injury, products liability, and managed healthcare reimbursement litigation. During his career, Steven has successfully managed well over a thousand litigated and arbitrated matters.
Steven earned his Bachelor’s degree in Political Science/Law and Society from the University of Southern California, graduating Cum Laude in May of 1991. In 1993, Steven started law school at Western Michigan University Cooley Law School and finished his first year in the top 35% of his class. However, the aftermath of the Northridge earthquake brought Steven back to California to assist his family, whereby he earned his Juris Doctorate from the University of West Los Angeles, graduating in June 1996. He became licensed to practice in the State of California in June of 1997. He is also admitted to practice in the Federal District Court for the Central District of California.
Partner, CFO, Elysian Capital Holdings, LLC
Lisa is a Partner and serves as Chief Financial Officer for Elysian Capital Holdings, LLC. She is also the Chief Financial Officer for Partnervest Financial Group. Lisa oversees all aspects of the organization’s accounting and financial matters, including the management of all financial reporting and budgeting, financial statement preparation, internal auditing and accounting processes.
With a focus on detail, Lisa has served in many capacities throughout her personal and professional life. She spent the first part of her career as a senior analyst at Bankers Trust, where she structured cash flow models that, in part, birthed the age of derivatives and collateralized mortgage obligations. She continued her career heading a sophisticated commercial mortgage-backed securities portfolio with Pacific Life before dedicating her time to raising her two children.
Lisa has multiple undergraduate degrees, including bachelor’s degrees in Economics and Political Science, and a minor in Management from the University of California, Irvine. She earned her Master’s Degree in Business Administration from Pepperdine University, with an emphasis in Finance.
Despina Georggin, Esq.
Chief Marketing Officer, and
Associate General Counsel
ELYSIAN MANAGEMENT CONSULTING SERVICES
Despina is a Partner, Chief Marketing Officer and Associate General Counsel for Elysian Capital Holdings, LLC. She is also the Chief Marketing Officer and Associate General Counsel for Partnervest Financial Group, LLC. Despina has been a licensed attorney for 20 years. She began her professional career as a journalist and television news reporter and following law school, worked with a civil litigation law firm managing a full spectrum of professional negligence, wrongful death and constitutional law matters. Following her relocation from San Diego to Orange County in 1999, Despina worked exclusively on matters involving business litigation, class actions and complex employment and construction defect matters. She has participated in hundreds of mediations during her career, and has a keen ability for resolving conflicts in an efficient and effective manner. She is an owner and managing partner of Georggin & Georggin, a full spectrum civil litigation law firm in Orange County. Despina is also a private mediator with Pinnacle Dispute Resolution Services. As part of her duties with Elysian Capital Holdings, LLC, and coupled with her experience as a journalist, Despina is responsible for the creation, distribution and management of media content for the organization and its affiliates.
Despina graduated from San Diego State University with a major in Journalism, an emphasis in Radio / Television News, and a minor in Political Science. She earned her Juris Doctorate from California Western School of Law, receiving the American Jurisprudence Award for both Trial Practice and Mediation. She became licensed to practice law in the State of California in June 1996.
ELYSIAN MANAGEMENT CONSULTING SERVICES PARTNERS
Over the collective decades, our executive team of consultants has worked in a global array of industries from small business to the largest of corporations in the world. The industries span from financial services, to healthcare, across entertainment and journalism, to legal representation and counseling. It is from this vast aggregate of experience and expertise that we base our confidence and commitment to our clients.