The Palumbo Podcast: Your journey to a work optional lifestyle Philip Palumbo

Peter Ward is the founder and CEO of SoHo Dragon, a New York City-based IT solutions and staffing firm focused on helping CXOs and technical teams obtain as much value from the Microsoft Cloud as possible. He is an MVP and solution architect on Microsoft Cloud software who prefers taking the technical lead on Microsoft Azure/M365 projects from an architect and deployment standpoint. In this week's episode, Phil and Peter discuss the challenges he has faced as his company expands, creating a strong company culture, and what it means to be wealthy.



Contact Peter:

LinkedIn: Peter Ward

Website: sohodragon.nyc

Phil D'Amelia has been running his company, Vitralogy, for over 7 years now. He has over 30 years of experience in the technology industry and knows what it's like to take a risk launching a business. In this episode, Phil and Phil dive into the keys to growth, marketing, and embracing mistakes.



Contact Phil:

Website: vitralogy.com

LinkedIn: Phil D'Amelia

When Brenna Carles started the journey of building her own home, she fell in love with the process. She started studying and working at a mortgage lending company part time to learn the business. In 2021, she launched her own firm as founder of The Mortgage Shop and now has over a decade of experience in the lending business. In this episode, Phil sits down with Brenna to discuss effectively managing a team, time blocking, and helping clients plan for the future.



Contact Brenna:

LinkedIn: Brenna Carles

Instagram: @brennacarles

Website: mortgage.shop

In 2009, Nick Leopard set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. He was right. Nick founded Accordion, and in the years since, he has grown the company to serve more than 200 private equity firms and their portfolio companies.

This week, Phil sits down with Nick to talk starting from zero, setting and maintaining a good culture, and maximizing his company.



Contact Nick:

Website: accordion.com

LinkedIn: Nick Leopard

Matt Gilbert is a Founding Partner of Gilbert & Pardue Transaction Advisors (GaP). With more than 31 years of experience as Partner/President/CEO/Shareholder of successful middle and lower middle market businesses, Matt has a wealth of experience in transactions where his ownership, livelihood, and personal funds were at stake.

Today, he dedicates himself to helping GaP clients plan, market, and execute strategic sales of their privately-held businesses and assists motivated buyers with locating and successfully acquiring these types of companies.

In this episode, Phil and Matt talk being a founder, working with quality people, and increasing the value of your business.



Contact Matt:

Website: gap-advisors.com

Peter Sage is a globally renowned serial entrepreneur with expertise in human behavior and self-mastery. His distinct perspective has earned him recognition as an exceptional individual with the Brand Laureate Award, joining past honorees such as Nelson Mandela, Steve Jobs, and Cristiano Ronaldo. Peter is passionate about sharing his vast knowledge and experience to empower others to lead extraordinary lives that are not only successful but also purposeful. On this week's episode, Phil and Peter discuss finding fulfillment, handling uncertainty, and breaking the curse of the white rabbit.



Contact Peter:

Website: petersage.com

Instagram: @therealpetersage

YouTube: @TheRealPeterSage