Sean Meyer - About Me

I always hate writing stuff like this, because for some odd reason, I decided to diversify my “main” skills into completely unrelated topics.I’ll get more into those in a second, but at the end of the day, I think everybody has 2 - 3 main skills they’re an “expert” at.Ones they’ve reached a level of mastery in, then from there, it seems like everything starts to become a bit more “watered down”.

You get what I’m saying, and for me personally, my main three skills are:

And my “watered down” skills are support acts that go into those.

Which, at the end of the day, opens up WAY too many doors.Certainly a lot of things I could do, and as I mentioned earlier, the “hardest” part is how unrelated some are.One minute I’ll talk about writing sales letters, the next I talk about mezzanine debt, everything that can confuse some readers - so let me try and clear that up with:

My background (the brief version)

Many moons ago, I graduated with my Master’s in Accounting, and started a career in Commercial Lending.Before this point, I’d worked for the bank a couple of years, but always on the “retail” side.I’m talking Personal Banker and all that, one that gives out consumer car loans, which - I’ll be honest…bored the living daylights out of me.Everything was so “black and white”, that I felt like a robot, but my saving grace is how our “Special Assets” team was located in the same branch.These are the people who deal with “bad” loans, on the commercial side, so they have a good idea on what to look out for.They’ve seen it all, and after noticing how much I couldn’t stand consumer lending, one of them pulled me under her wing and started explaining the art of commercial lending.One that had general “guidelines” in place, but weren’t always meant to be followed, as there’s a crazy amount of nuances in this field.Intrigued, I spent a lot of time listening to her feedback, then one day - a Commercial Credit Analyst position opened.These are the people who underwrite commercial loan requests, and seeing how my educational background was perfect for the role, I applied and got it a few weeks later.Elated was an understatement, and I loved this new job right away, but then it got really “fun” 6 months after that.I didn’t realize this at the time, but one of the Credit Analysts had been wanting to move to a different role, as had the Sr. Credit Analyst.They just couldn’t until somebody could take over, as I’m sure you can guess, that somebody happened to be me.Little daunting at the time, seeing how that left me and two interns to cover a $1B book of business, but we somehow did it.Overnight, I had to begin working on $40M loan requests, which was insanity - but I learned A LOT during this time.It was wild how many different circumstances I now had to figure out, as we were working on the most complex requests possible, eventually reached a point where they asked if I wanted to become a Commercial Loan Officer.Deep down, I think they could tell I was at the end of my rope, as 50 hours was a “light” week - so this was their form of “thank you”.Wanted to give me some form of reward, so I’d stick around, but of course - couldn’t leave until they found a replacement.This took longer than promised, over 6 months, but I finally started my new role and had an “unheard of” first year.You’re not supposed to hit your goals in the freshman season, as it takes time to build relationships, I was able to bypass that.Most of this occurred from difficult loan requests my colleagues didn’t feel like doing, as they require 4x the work, but being hungry and wanting to stand out - I decided to handle them.Allowed me to hit my goals in year one, while having fun along the way, but then I eventually reached a point where I could tell “this” wasn’t for me anymore.Not necessarily the skill itself, but the red tape that went into it.Our bank had gone public about 12 months before that point, making sweeping changes that disrupted the culture, and I’d been looking into this thing called “Upwork.com”.Loved the thought of being able to make money online, and at this time, it was nearing the end of October.One skill I’d been wanting to “formalize”, was Tax, and it’d always intrigued me to work for a firm during this season.Provide the necessary experience to complement my education, allowing me to sit for the Enrolled Agent exam after that, so this is exactly what I did.Did so by resigning, getting a job as Tax Preparer, sitting for the EA Exam immediately after season - passed on the first shot.That provided all the confidence I needed to start selling my skills on Upwork, and ironically, the first client I landed on there had nothing to do with tax.Instead, it went back to my banking roots, asking for this:

As he was looking to buy a business.Currently CEO at a large company, but felt like he had all the abilities to run his own search firm, so he hired me to do the book-to-tax reconciliation role - then asked if I’d stay on to handle everything afterwards.

You name it, so that’s what I did:

And provided all he needed because of it.Fun, so I stayed in a similar realm, helping others with relevant requests.Real Estate Investor that needed assistance with construction loan:

Startup that needed financial model:

You name it, everything that was fun and I enjoyed, but felt oddly “similar” to having jobs again - albeit multiple different bosses.Certainly didn’t love that, but I kept doing it anyway, finally found a client that pushed me over the edge.Not because he was a bad dude either, actually enjoyed working with him for awhile, but because he could not understand a smidge of “boundary”.It was this Cybersecurity firm that had offices in San Francisco and Tel Aviv, looking to raise $5M in capital, something I was able to assist with - but got real tired of the 2 a.m. messages (with 7 a.m. follow-ups).After asking if I’d stay on board, to be their CFO in exchange for equity/salary, I brought up this issue - just said “he gets it, not everybody can survive startup culture”.Whatever man, still got a decent review, with the only “downside” being cooperativeness:

And he went on to sell this company for over $30M years later, so I’d say he got the last laugh.Anyway, after going through this, I hit a point where I knew something needed to change.At the time, I didn’t realize how it solely revolved around my inability to run a business, as I was still in “employee mode” - but I decided to blame it on the skill set instead.Figured if I could do something “less intense”, then I wouldn’t have to worry about these issues, which naturally led me to a skill called “copywriting”.Before this point, I honestly had no idea what copywriting was, but did some research and noticed how a lot of people were making good money with it.Wasn’t crazy to see other copywriters charging $125/hr, and the best part, was how “free” they all seemed.Didn’t matter if they wrote the sales letter at 2 p.m. or 2 a.m., just had to get done, which is exactly what I was looking for.Wanted something I could work on when I felt like it, as long as the deadline was met, so I went all in after that.

Reaching a point where I was finally able to start offering this to others.Went back to Upwork after that, and within little time, landed a deal that I still have no idea how it came across my desk.This was literally the first sales letter I’d ever written for anybody, who happened to be a semi-famous fitness influencer, including having her own show on A&E.Stressful, but we got it done, writing copy for the entire funnel and getting the results they were looking for:

So they retained me for more work, and then I somehow connected with another Marketing agency, who hired me to run full ad campaigns for gyms.This entailed:

The whole works, also getting great results and loving this:

But, after doing that for a while, I then moved onto my next challenge.In this event, I decided to start selling digital products, as I had all the skills to do this.Accomplished that via a few avenues, including ebooks and courses, which was honestly a lot of fun.At one point, I was getting over 100K views a month on Medium and Quora:

Driving a lot of traffic into my funnel, while also producing sales, and having good results:

But it also made me realize how I didn’t exactly love running a “business” either, especially with crowds who buy information products.You’d get the wildest emails at all times of the day, having to be more of a therapist than anything, so after doing that for 2 - 3 years - I finally closed this down and tried to figure out my next move.By this point, I was so worn down from all these different models, that I really didn’t feel like doing anything - but I did a few random items just to stay afloat.

Everything that was cool, but after a little bit of thought, I decided to do the “unthinkable” - and actually go back to a corporate job.By this point, I’d been in the self-employed space for 9 years, and started to miss the co-worker camaraderie.On top of that, I’d had a deep level of exhaustion, from learning different business models - so I figured I’d throw in the towel and go work a job for a while.Worst case scenario, it’d allow me to heal and come back stronger, ended up becoming a Sr. Underwriter in the Trucking Insurance space.Ironically, I’d never worked in insurance before, and it wasn’t the role I signed-up for - but after going through training they told me I had to take it.Apparently impressed them, and on top of that, this role required some “Financial Analysis” skills.Those took place when a larger customer wanted to do a retention, meaning they pay the first $25K+ of a claim, and we had to ensure they were financially strong - or else we’d be on the hook for this amount if not.Seeing that, it was fun for a while, but also “revamped” my desire to get back into business.I didn’t realize this at the time, but in retrospect, the two biggest mistakes I made during my first “go-around” was:

For the second, this occurred when I started selling info products, to struggling freelancers - and it’s crazy how big of an impact that can have on mental health.You start to think everybody is dumb, after working in my new role and dealing with business owners doing over $15M~ in revenue everyday - that provided me with a great reset.On top of that, I spent this time studying materials that’d fill the other gaps (i.e. how to actually run a consulting business), and finally took the leap - jumping back into it.For the first few months, it entailed working a role where I was paid to “outsmart” AI.They wanted me to come up with complex scenarios that I’d seen in the Commercial Lending space, upload them as a prompt, seeing if AI could solve them.If they couldn’t, then I’d have to teach it how, literally funny how much weight people put into this new “tool”.Don’t get me wrong, it has some benefits, but is still FAR away from replacing humans - and I still do this as a part-time role…but also ready to start bringing on clients.Do this as a “2.0 version” of myself, as I have 9 years of experience to build off of, while also starting off “fresh”:

That’s what brings me here today

As I write this, on 9/25/26, I’m now starting to take on clients again.As I also mentioned earlier, the “fun” part about that is how some of my main skills are so unrelated - that it makes it difficult to pin down one offer.One day I’ll write a sales letter, the next I’ll build a complex financial model, but if there’s one main theme - it’s how I tend to prefer projects over anything else.Don’t get me wrong, that doesn’t mean I avoid retainer work afterwards, just means it’s typically in an advisory role.If you hire me to assist with a funding request, where I:

Then want me to stay on after that’s complete, the role would likely revolve around testing covenants on a monthly basis, and providing feedback on your financial performance.Certainly enough to provide a lot of value, but I’m not in the weeds everyday, marking down journal entries or anything like that.Something that can take place in different ways, but if you have a certain need right now, and think it’s an item I can address - please don’t hesitate to reach out.Gladly dig in and see if it’s something I can assist with, and if so, the package I’d entail to do just that.Think that’s all for now, so if you prefer, you can book a free consultation at the link below:

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Or if messaging works better, you can also DM me on X.Either way, thanks for stopping by, and hopefully we talk to you soon.-Sean

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