Nolan Jeroy
Charlotte,NC
Summary
Finance student and fintech founder with experience in product development, regulatory compliance, financial analysis, and business operations. Currently leading the development of Phloem, a private funding platform designed to connect verified businesses with structured capital opportunities. Experienced in coordinating with software developers, evaluating strategic partnerships, conducting market research, and managing operational responsibilities in fast-paced environments. Entrepreneurial, analytical, and focused on developing practical financial solutions that improve efficiency, transparency, and access to private capital.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Founder
Phloem (Jeroy Finance LLC)
Charlotte, NC
08.2025 - Current
- Founded and lead the development of Phloem, a fintech platform designed to modernize how verified businesses access structured private capital.
- Direct product strategy, business model development, compliance planning, licensing, and financial transaction structuring.
- Established and manage relationships with financial-technology and payments partners to support business verification, secure fund movement, and regulatory compliance.
- Collaborate directly with software developers to build merchant onboarding, KYB/KYC verification, investor workflows, payment infrastructure, and transaction-monitoring systems.
- Designed a compliance-focused funding model for commercial real estate entities, operating businesses, and project-specific SPVs seeking capital for documented opportunities.
- Conduct market, competitor, and industry analysis to identify strategic partnerships and growth opportunities across fintech, private markets, and commercial real estate.
Pro Shop & Carts
Ontario Golf Club
Rochester, New York
07.2022 - 08.2025
- Coordinated daily golf course operations, including tee-time scheduling, cart management, and communication between the Pro Shop and outside staff.
- Monitored and directed on-course activity to maintain pace of play, resolve scheduling issues, and ensure an organized guest experience.
- Assisted with training and supervising new employees while maintaining high standards of professionalism, safety, and customer service.
- Supported golf tournaments and special events by coordinating carts, player check-in, course logistics, and guest needs.
Education
Bachelor of Science - Finance
Queens University of Charlotte
Charlotte, NC05-2027
Skills
- Fintech Systems Integration
- API and Payment Platform Integration
- Product Development Coordination
- Financial Analysis
- Market and Competitive Research
Skills
- Regulatory Compliance and Licensing
- Strategic Planning
- Leadership and Team Collaboration
- Professional Communication
- Entrepreneurial Problem-Solving
Certification
- Jeroy Finance LLC - Registered North Carolina Business
- Surety Bond (Loan Broker Requirement)
- North Carolina Registered Loan Broker
Timeline
Founder
Phloem (Jeroy Finance LLC)
08.2025 - Current
Pro Shop & Carts
Ontario Golf Club
07.2022 - 08.2025
Bachelor of Science - Finance
Queens University of Charlotte