Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management

ID: 730164 Colorado, USA

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Expert has earned an MBA degree in Finance as well as a Doctor of Business Administration in Finance. In addition, he has over 20 years experience in internal/external auditing for the IRS and U. S. Dept. of Energy. Expert has taught finance at both the undergraduate and graduate levels for the last fifteen years. He has owned and managed businesses in the Restaurant/Bar industry as well as commercial property ownership and management. He has held licenses as a Real Estate Appraiser and Series 7 Securities Dealer. His areas of expertise lie in securities analysis and investments as well as international finance, derivatives, financial risk management for domestic and foreign operations. Business Valuation and securities analysis are a primary expertise of Expert. His methods of business valuation have been applied to numerous businesses, both large and small, over the last 15 years. The methods have been tested and approved in both the courtroom and boardroom.

While with the U. S. Department of Energy, Expert provided consulting services to Los Alamos National Laboratory and the city of Los Alamos in disaster recovery. During this engagement, he developed a debris removal and recycling program that saved several million dollars in waste removal costs related to the disastrous wild fire in 2002. In addition, the debris was recycled into ethanol and coffer dams that prevented massive erosion in the fire stricken areas.While with the U. S. Department of Energy, Expert consulted with several Ohio communities that were severely damaged by floods in 2001. As part of this engagement, he trained five grant writers in these communities in order to obtain grant money for reconstruction, flood control, and emergency services.As an Assistant Professor at Mesa State College (now Colorado Mesa University), Expert worked with several local businesses. He identified problems with one of these businesses that would have led to bankruptcy with in two years. He recommended several financial and operational changes that remedied the problems. These included slowing of growth and expansion to a sustainable level and increasing their cash flow enabling them to continue growing at a rate that they could sustain.

Education

Year Degree Subject Institution
Year: 2007 Degree: DBA in Finance Subject: Finance Institution: Nova Southeastern University
Year: 1976 Degree: MBA Subject: Finance and Marketing Institution: University of Colorado
Year: 1968 Degree: BA Subject: Biology Institution: University of Colorado

Work History

Years Employer Title Department
Years: 2005 to 2011 Employer: Regis University Title: Assistant Professor Department: Professional Studies
Responsibilities:
Expert taught the following courses for Regis University during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
Years Employer Title Department
Years: 2008 to 2011 Employer: Colorado Mesa University Title: Assistant Professor Department: Business Department
Responsibilities:
Expert taught the following courses for Colorado Mesa University during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
Years Employer Title Department
Years: 1996 to 2011 Employer: University of Phoenix Title: Instructor/Professor Department: Business Department
Responsibilities:
Expert taught the following courses for the University of Phoenix during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
Years Employer Title Department
Years: 1993 to 2006 Employer: U. S. Department of Energy Title: Senior Financial Specialist Department: Audit and Renewable Energy/Energy Efficiency
Responsibilities:
During his time with the U. S. Dept. of Energy, Expert performed numerous functions in the Internal/External Audit Department. These included auditing, forensic auditing, risk assessment and operations analysis. Later in his DOE career, he consulted with communities in financial analysis and funding of renewable energy/energy efficiency projects. He also taught Grant Writing to communities and organizations throughout the United States.
Years Employer Title Department
Years: 1986 to 2008 Employer: Self-employed Real Estate Owner/Manager Title: Department: Commercial Real Estate
Responsibilities:
Expert owned and managed Commercial Rental Property including Section 8 real estate.
Years Employer Title Department
Years: 1981 to 1986 Employer: Internal Revenue Service Title: Revenue Agent Department: Corporate Audit
Responsibilities:
Expert's responsibilities included financial audits of corporations, partnerships, sole proprietors and farms and ranches.
Years Employer Title Department
Years: 1989 to 1991 Employer: Eastern Airlines Title: Pilot, Boeing 727 Department: Aviation
Responsibilities:
He was responsible for piloting Boeing 727s throughout the United States and Central America.
Years Employer Title Department
Years: 1979 to 1981 Employer: Wall Street West Title: Securities Dealer Department: Brokerage
Responsibilities:
He was responsible for sales of all U. S. registered securities to clients.

Government Experience

Years Agency Role Description
Years: 1993 to 2006 Agency: U. S. Dept of Energy Role: Senior Financial Specialist Description: During his time with the U. S. Dept. of Energy, Expert performed numerous functions in the Internal/External Audit Department. These included auditing, forensic auditing, risk assessment and operations analysis. Later in his DOE career, he consulted with communities in financial analysis and funding of renewable energy/energy efficiency projects. He also taught Grant Writing to communities and organizations throughout the United States.
Years: 1981 to 1986 Agency: U. S. Treasury Dept/Internal Revenue Service Role: Revenue Agent Description: He was a Corporate Auditor responsible for tax audits of corporations, partnerships and sole proprietorships.
Years: 1969 to 2001 Agency: U. S. Air Force Role: Chief of Command and Control Description: Pilot, Operations Controller, Chief of Command and Control. Managed 2000+personnel and over $200 million of equipment with world wide deployment.
Years: 1979 to 1981 Agency: Internal Revenue Service Role: Revenue Agent Description: Responsible for financial audits of Corporations, Partnerships, and Sole Proprietorships.

International Experience

Years Country / Region Summary
Years: 1971 to 1998 Country / Region: Europe Summary: As a pilot, Expert regularly flew and operated in the European theater for two months a year for five years.
Years: 1969 to 1998 Country / Region: South America Summary: As a pilot and aircraft commander, Expert flew into most of the South American Countries doing diplomatic Embassy resupplying and currier missions.
Years: 1970 to 1972 Country / Region: Viet Nam, Tiawan, Far East Summary: As a pilot, Expert spent seven months in the far east. This included 124 combat missions and several decorations including the Air Force Air Medal. Other missions to Cambodia, Laos, Thailand, Philippines, and Hong Kong.
Years: 1993 to 1993 Country / Region: Europe/Russia Summary: As an operations controller at Scott AFB, Expert managed flights from Europe to the United States removing nuclear warheads from the European Theater. This included nightly phone conferences with Moscow and other European capitals negotiating the details of each flight.

Career Accomplishments

Associations / Societies
Expert is a member of the Financial Management Association, American Planning Association, and the Association of Floodplain Managers.
Licenses / Certifications
Expert has been a Certified Real Estate Appraiser (Colorado) a Series 7 Securities Dealer, and a Licensed Insurance salesman. He is also has a Commercial, Instrument, and Multi-engine pilot's license.
Professional Appointments
Expert has been a Corporate Board Member of several organizations including Colorado Youth Homes and The First Christian Church.
Awards / Recognition
Expert has received the U. S. Air Force Air Medal, Vietnam Service Medal, and the Gulf War Medal.
Publications and Patents Summary
He has six publications.

Additional Experience

Expert Witness Experience
Expert developed several models of Business Valuation that have been successfully used in litigation through-out the United States. They focus on the intrinsic value of the business using a derived risk assessment and allocation model that has been tested and has been successful in both the legal and academic environment.
Training / Seminars
Expert has developed and delivered many courses and seminars. They include Grant Writing, Financial Politics and Political Finance, Investments, Investment analysis, International Finance, Energy Efficiency and Renewable Energy, Disaster Recovery, Floodplain Management and Flood Forecasting, Using Neural Networks for Flood Forecasting.
Vendor Selection
Expert's experience in Supplier/Vendor Location and Selection is limited to financial operations such as Banking Relationships, Loan origination and negotiations, Bond Issuance and analysis, and Stock analysis and issuance.
Marketing Experience
Expert has done research and analysis in the Banking Industry, Real Estate Industry, Securities Industry, Health Industry and Retail Industry.
Other Relevant Experience
Unlike many academics, Expert is well founded in the practical application of financial principles, analysis and business operations. He has owned and operated small businesses and has been employed by large organizations and governmental bodies. His focus and expertise is in the practical financial operations of organizations.

Fields of Expertise

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