Who is BeneShield Financial?
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BeneShield Financial, LLC specializes in capital consulting and private equity project financing solutions for small businesses, all the way up to government sized projects, specializing in deals that are difficult or impossible to get financed through a bank. We are not brokers, but are advisors with access to private wealth through which we conduct 100% of our business. Through our relationships, we handle the capital needs for projects with a minimum of $100 million USD in value.
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Our Team
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Angella Kelly - International Relations and Business Development Coordinator
Angella is our Caribbean Business Development Coordinator who specializes in relationship building and is our government liaison between BeneShield Financial and the island nations of the beautiful Caribbean, as well as Central America. An advisor to the highest levels of governments in the Caribbean, she is a hard working and invaluable member of the team. Angella brings a wonderful dedication and skill level to BeneShield Financial, LLC. |
Advisory Team
(Last Names & Sensitive Information Withheld for Privacy)
Ziad A. - Family Office & Project Finance Advisor
With over 35 years of Wall Street experience and the CEO & Founder of a highly successful family office, Ziad is Jeff Sokol's personal mentor and advisor in the industry of Project Finance & Private Equity. He is a best selling author in the areas of finance, entrepreneurship and economics, as well as an economic advisor to governments.
Andrew L. - Licensed CPA & CFO Advisor
With over 8 years served at a Big Four accounting firm, and experience as the CFO of two multi-billion dollar public companies, having raised hundreds of millions of dollars in corporate capital, and as a licensed CPA, Andrew brings a true wealth of experience to the BeneShield team.
Ziad A. - Family Office & Project Finance Advisor
With over 35 years of Wall Street experience and the CEO & Founder of a highly successful family office, Ziad is Jeff Sokol's personal mentor and advisor in the industry of Project Finance & Private Equity. He is a best selling author in the areas of finance, entrepreneurship and economics, as well as an economic advisor to governments.
Andrew L. - Licensed CPA & CFO Advisor
With over 8 years served at a Big Four accounting firm, and experience as the CFO of two multi-billion dollar public companies, having raised hundreds of millions of dollars in corporate capital, and as a licensed CPA, Andrew brings a true wealth of experience to the BeneShield team.
BeneShield Financial CEO & Founder
(available on Amazon)
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Jeff Sokol, a native of Louisiana and a current resident of the State of Montana, built his career on the bases of both industrial applications in the oil and gas industry, and finance. He is a third generation oil and gas executive and downhole expert and investor, with over 10 years of field experience.
He started his financial career in 2001, working in the World Trade Center for a corresponding equities division of UBS Paine Webber. Shortly after 9/11, while investing in oil and gas industry equipment and sales, he began his work in personal finance and retirement planning. Today, Jeff specializes in consulting with medium sized companies in mergers and acquisitions and project finance. He has made many high level banking relationships internationally, and works tirelessly on helping to finance as many large scale projects as possible, with a minimum of $100 million USD in capital needs. "I find fulfillment in the fact that when we fund projects, jobs are created, and families get to thrive. Being a part of that, even in a small way, makes the late nights and early mornings worth it..." says Sokol. Jeff is the author of books on Entrepreneurship, Wealth Creation, and Personal Finance, with his latest book in 2018 called "Smart Wealth Secrets." The book was written to shine a light on the unethical side of the retirement planning industry, and shows how people can never lose money in their retirement portfolio again, and still have amazing gains. He was sick after watching his friends and colleagues lose their life savings in 401k's in 2008/2009, and this helped to shape his ethics around never doing financial harm to anyone, and to treat every person involved with a transaction, with the mindset of a fiduciary. Feel free to contact Jeff though the Contact page if you lost money and need a plan to recoup the losses. Jeff has been selling products and operating online for over 20 years, helping people to succeed and even coaching people to success without charge. He has opened his home to those in need, and helped people work through serious life struggles to find success and fulfillment in life. His hobbies include outdoors activities such as hunting and fishing, as well as camping and living a Montana mountain lifestyle, and teaching his children to see and love God's Creation. Jeff is a hobby permaculture designer as well, doing the work for free in many cases as communities are in need of the skill, while his long term goals include opening holistic rehabilitation/education centers for the homeless, centered around permaculture and Christ. With four children of his own, Jeff is passionate about ending child trafficking, and supports initiatives like Operation Underground Railroad. He lives in the NW Mountains of Montana, near Glacier National Park, with his wife and four children and attends St. Matthew's Catholic Church. "There is nothing more important to me than to leave my children a legacy of a strong character. Our children are always watching, learning, and downloading how to be a person in this world. The best thing we can do for the world is to be a positive role model for the next generation." - Jeff Sokol |
*BeneShield Financial, LLC is not a US Securities broker-dealer, nor does it operate in any capacity or engage in any business which would require a broker-dealer registration or a registered investment advisor.
