
Board of Directors
Our Board represents our dedication to being a World Class organization.
Ajay K. Gupta
Ajay Gupta is a wealth management veteran and most recently, retired chief investment strategist at Creative Planning, a $90-billion registered investment advisor.
Prior to his role at Creative Planning, Gupta was CEO and founder of Gupta Wealth Management, which ultimately merged with Creative Planning. Since moving to San Diego more than two decades ago, Gupta quickly amassed the largest wealth management team in San Diego for Merrill Lynch and then UBS.
Gupta was the personal advisor to many ultra-high net worth families and was fortunate enough to have been featured by his friend and client Tony Robbins in his #1 New York Times bestseller, Money: Master the Game.
Gupta is former president and current board member of the Chopra Foundation, the charitable arm of Deepak Chopra’s endeavors. He also sits on the board of the Tony Robbins Foundation. He and his family are active in the community with various philanthropic endeavors via his family foundation.
Gupta enjoys the company of fascinating people, international travels, fine dining, exploring investment opportunities, and most importantly, spending quality time with his wife and three children.
Josh Nelson
Josh is a visionary leader, philanthropist, and influential force in the tech industry. As the founder of the Judy Nelson Foundation, he pioneered access to education for single mothers. As the co-founder and CEO of High Tide Consulting, Inc., he has made an indelible mark on the business landscape.
Josh's expertise in scaling revenue practices is unparalleled. Under his guidance, Traction on Demand's Revenue Cloud practice skyrocketed from $0.1M to $15M in just 18 months. He has successfully led Salesforce/Configure Price Quote (CPQ) solutions across six continents, including spearheading the Asia/Pacific rollout in Sydney, Singapore, Beijing, and Shanghai.
With a global mindset, Josh has personally overseen eight acquisition integrations, leaving his mark in Helsingborg, Geneva, Frankfurt, and Budapest. His influence extends even further as a key stakeholder in a $2B Global M&A Enterprise Software Portfolio Initiative.
Josh's impact as a leader extends beyond business. As the Global CPQ product owner for a $4B Enterprise organization, he has demonstrated his ability to drive success and foster growth. In Silicon Valley, he served as the lead consultant for a CPQ consulting startup, earning accolades for his expertise.
A sought-after industry expert, Josh has been featured as a guest on the renowned Novus Consulting CPQ Podcast. He is a vocal ally and advocate for JEDI (Justice, Equity, Diversity, and Inclusion) in Tech, actively promoting positive change.
Recognized for his expertise, Josh has become a trusted advisor to C-suite executives, guiding them through Lead to Cash Salesforce implementations with unwavering dedication.
Josh's career highlights epitomize his commitment to making a difference in both the business world and society at large.