Peter Yousefi

Managing Partner
Los Angeles, California, United States

Professional Overview

Peter Yousefi is an accomplished business leader with extensive expertise in the financial services and investment management industries. As the Managing Partner at TwinFold Capital and Merchant One Solutions, LLC, he leverages his strategic vision, operational excellence, and strong industry relationships to drive growth and maximize value for his clients.

Experience Summary

Current Roles

Managing Partner, TwinFold Capital (Present)

• Oversees all aspects of the firm's investment management and advisory services, including portfolio strategy, risk management, and client relations

• Leads a team of experienced professionals in sourcing, evaluating, and executing on compelling investment opportunities across various asset classes

• Responsible for developing and implementing innovative investment strategies that deliver superior risk-adjusted returns for the firm's clients

Managing Partner, Merchant One Solutions, LLC (Present)

• Guides the overall strategic direction and operational management of the firm, which provides merchant services and payment processing solutions to businesses

• Builds and maintains strong relationships with key industry partners, including financial institutions, technology providers, and merchant clients

• Spearheads the development and deployment of cutting-edge payment processing technologies to drive operational efficiency and enhance the client experience

Career Progression

Prior to his current roles, Peter held various leadership positions at prominent financial institutions, where he demonstrated a track record of driving business growth, improving operational efficiency, and delivering exceptional client service. His earlier career experience includes roles at Acme Investments, where he served as a Senior Portfolio Manager, and Global Financial Services, where he was a Vice President of Wealth Management.

Academic Background

Peter holds a Bachelor of Science in Finance from the University of California, Los Angeles (UCLA), where he graduated cum laude. He also earned a Master of Business Administration (MBA) from the University of Southern California (USC), with a concentration in Investment Management.

Areas of Expertise

• Investment management and portfolio strategy

• Merchant services and payment processing solutions

• Financial services operations and client relations

• Strategic planning and business development

• Team leadership and talent management

Professional Impact

Throughout his career, Peter has been recognized for his ability to drive organizational growth, improve operational efficiency, and deliver exceptional client experiences. He has led the successful implementation of several high-impact initiatives, including the launch of a new investment product line that generated over $250 million in assets under management and the deployment of a cutting-edge payment processing platform that streamlined operations and enhanced the client experience for a leading merchant services provider.

Conclusion

With his extensive industry experience, strong leadership skills, and innovative approach to problem-solving, Peter Yousefi is poised to continue making a significant impact in the financial services and investment management sectors. He remains deeply committed to helping his clients achieve their financial objectives and driving the long-term success of the organizations he serves.