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Hedge Funds, Mutual Funds, Securities Industry, Stock Market, Securities Fraud, Fiduciary Duty, Brokerage and Financial Advisory, Registered Investment Advisory
Expert has been working on Wall Street for more than twenty years in various capacities, including investment management, institutional brokerage, insurance, hedge fund private equity fund and mutual fund product development, marketing and distribution. He is Managing Director of a…
Investment Bank Fee, Business Broker Fee, M&A Intermediary Fee, M&A Fee
Expert started the HVG mergers & acquisitions (M&A) private investment banking after fifteen years of experience as a management consultant, executive, and business owner/operator. The original founding firm precept is that M&A, when practiced at the highest professional level, is…
Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust companies and Lawyers in regard to detailed…
Laboratory Medicine, Pathology, CPT Coding
Expert received his Doctor of Medicine degree from the University of Nebraska Medical Center, College of Medicine in 1986. He completed his residency in pathology and microbiology at the University of Nebraska Medical Center where he also obtained the Chief…
Internal Medicine, Hospital Medicine, Sperm Banking
Expert is board-certified in internal medicine and has been in active clinical practice since 1998. He is experienced in the diagnosis and treatment of disease in adult patients. Expert has particular expertise in the area of hospital medicine, in which…
Mortgage Lending/Standards, Fraud, Policy/Procedures, Secondary Market, Valuation/Underwriting
Expert has been in real estate lending and mortgage banking for over 38 years. After graduating with a Finance and Real Estate degree he completed two extensive, six-month management training programs with two major S&L's in the early '70s. These…
Lending (Commercial and Residential), Banking, Finance, Economics, and Securities
Expert has been a Banking Executive for over 20 years, with a clientele list that includes some of the largest financial institutions in the world. Over the last two decades, he has worked in a variety of roles with a…
Credit Card, Debit Card, Prepaid Card, Wireless Payment, Mobile Banking Payment Platforms, ACH
Expert’s Summary Top IBM Field Marketing Executive Br. Mgr. ERP office - Chicago. IBM Banking Office San Francisco- # 1 Branch Manager US; 250 FTE/75 Marketing Founder Exec. Officer team - First Data Corporation; EVP/CMO - Worldwide Marketing/Sales; CEO Direct…
Time Series Analysis, Market Response, Market Mix, Market Segmentation, Survival Analysis
Expert has developed and tested numerous forecasting methods to pick the best forecasting models for his clients. He has used some of the most advanced statistical models to significantly improve forecast accuracy. A significant part of his research has involved…
Financial Accounting, Cost Accounting, Management Accounting, Financial Management
He has a rich experience in the areas of Journal Entries, Book keeping, Drafting Financial Statements, Balance Sheet, Profit & Loss Account, Cash Flow Statement, Understanding of adjustment entries, Depreciation, Basic Accounting Concepts, Single entry accounting, Double entry accounting, Rectification…