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Financial Advising, Customer Relationship Management, Retirement Income
Personal Financial advisory, Restaurant operations, Retail sales & merchandising. Selling to high-level execs. PROFESSIONAL SKILLS AND PRACTICAL EXPERIENCE: Professional sales techniques, relationship building, and can-do attitude Experience diversification; financial advisory, hospitality, PC software, consumer products merchandising & marketing…
Commercial Banking, Finance, Treasury Management
Expert is currently an independent banking and finance consultant with a concentration in energy, financial services, and media, a position he has held since 2012. His industry focuses included professional services, energy, technology, government contracting, not-for-profit and media. Expert served…
Spanish; Multi-cultural Facilitation
Expert is fully bilingual in English and Spanish alike. Her command of both languages demonstrates native sounds and multicultural knowledge. Her deep skills in both languages can be applied to: language lessons, accent reduction, voice-overs, textual translations or conference interpreting.…
Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management
Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built rapport and…
CEO, COO, Business Transformation, Global Outsourcing, Automation and RPA, HR Services, Cloud-Based IT and ERP Systems, Shared Services, U.S. Healthcare, and Pensions
Expert is a seasoned senior executive with over 25 years of experience in Executive Leadership, P&L Management, Global Business Strategy, M&A, building/leading global operations, Business Delivery and Transformation, Business Services Innovation, Sales Leadership and Product Development, Financial Services, Information and…
Banking, FDIC, Garnishments, Levies, Fraud, and Internal Controls
Expert has over 30 years of experience in banking and bank regulation, including bank operations, both retail and back room. He also has extensive mortgage experience, including time spent at Fannie Mae as a consultant. He has spent over 20…
Wages and Hours, Compensation, Discrimination, Sexual Harassment, FEHA, and EEOC
Expert is the founder and principal of a human resources consulting company. He is a senior level Human Resources Executive with 20 years of experience providing strategic and tactical direction to the Human Resources function. He excels in three key…
Hedge Fund Operational Due Diligence, Private Equity, Fund of Hedge Funds, Audit, Fraud Analysis
Expert is the author of the first book on the subject of hedge fund operational due diligence. He has provided training to financial regulators and consulted with the U.S. House Judiciary Committee on hedge fund regulatoin. He is also an…
Investment Management & Financial Planning
Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life &…
Airline Pilot Screening, Selection, and Training. Pilot Career Value: Pay, Benefits and Retirement
- Expert was the president of an Aviation consulting firm from 1989 to 2009. He is currently a B737-300/800 and B717 Simulator and Ground Instructor for Boeing in Atlanta, GA. A retired B767 Expert with United Airlines, Expert has interviewed…