Brooks Baltich

Background

About Brooks Baltich

Brooks Baltich is a Venture Capital Investor at Agility Investment Fund, where he serves as a General Partner. Agility is headquartered in San Francisco and Boston. His investment portfolio includes Modulus Therapeutics and World Wide Packets, acquired successfully by Ciena Corporation (NYSE: CIEN) for $290 Million. He also served as Director of International Business Development at World Wide Packets, where he established a market presence in Asia, Europe, and Latin America. Developed partnerships with channel and integration partners. Early in his career, he was a part of the finance team at Packet Engines, which raised two rounds of venture capital financing for $29M and was acquired by Alcatel USA (NYSE: ALA) for $315M. Brooks earned a master's degree in finance at Harvard University, where he concentrated on alternative investments, including venture capital, private equity, and hedge funds. He holds a master's degree from Whitworth University, where he taught marketing as an adjunct professor. He has a bachelor's degree from Nova Southeastern University and a post-graduate certificate in Data Analytics from Cornell University. Brooks also earned ChFC, CLU, and CASL designations from The American College of Financial Services. Brooks Baltich joined State Farm Insurance as agency principal in 2003; he built a nationally recognized practice. Brooks is a highly sought-after speaker in the Financial Services Industry. He is the co-founder of B2 Insight University, which is focused on helping financial services professionals maximize their potential. Brooks has authored several articles for the financial services industry and co-authored a series of books called the Scrimmage Playbook Series focused on financial services practice management. He is featured in Dale Dauten's book: Great Employees Only, How Gifted Bosses Hire and De-Hire Their Way to Success and Brilliant Bosses. With a lifelong love for languages, Brooks speaks Spanish, Portuguese, French, and English, and is a highly sought-after speaker in the Financial Services industry.