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Corporate Finance, Asset Management Operations, ESG Investing, Mining Investments, and Due Diligence
An experienced consultant, Expert has worked throughout the financial industry --especially in banking and industry operations. Her specialty areas cover data, ESG, and value investments. Expert's key specialties include portfolio design, data and strategic modeling. Ever contemporary, she has recently…
Digital Technology, Private Equity/Venture Capital Investing, Fintech, and Asset Management
Expert is a fintech (B2B) founder with 13+ years of experience in Digital transformation across various financial services, including corporate and investment banking, retail banking, treasury/trading, insurance, asset management, secured lending, wealth management, risk and regulatory compliance. She has 5+…
Investment & Asset Management
Investment professional and entrepreneur with 15 years of experience and a background in asset management and business development. Expert has a focus on Emerging/Frontier Markets and niche strategies, and has obtained a Master’s degree with honours in Finance from the…
Global Leadership, Business Development, M&A, Contract Negotiations, Change Management, Environmental Safety & Quality, Operations/Sales Planning, P&L Responsibility, Asset Management
Global Leadership - Business Development - M&A - Contract Negotiations Change Management - Environmental Safety & Quality - Operations/Sales Planning P&L Responsibility - Asset Management An experienced senior-level executive with over twenty years of success. Initiates cross-functional process improvements that…
Asset Management, Cost Evaluation, Utility Rate, Utility Plant Water Systems, Wastewater System, Public Utilities, etc.
Expert has been recognized as an expert in these areas before many state Public Utility Commissions and Superior Courts: Regulation and management of utility services, particularly revenue requirements, costs of service and rate design. Since the early 1970's, Expert has…
Property & Asset Management
Expert is President of a prestigious management company and is an active manager and investor in investment real estate. He initially worked for this management company in maintenance positions while in high school and college. He subsequently rejoined the company…
Financial Services, Wealth Management, Asset Management, Retirement, Insurance, and Regulation
Expert is the Founder and President of his consulting firm. He is an Expert Consultant and Futurist who specializes in business intelligence, research, competitive analysis, current trends and information in the technology and, financial services industry. During his career, he…
Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC
Expert has over 25 years' experience as an industry practitioner and management consultant. He has been Head of Strategy and CFO at a top-tier global financial services firm and has held senior roles in global consulting firms. His expertise includes…
Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, and Venture Capital
Expert is an experience expert witness with specialized knowledge in hedge funds, private equity, alternative investment products, and financial services. He has acted as an expert witness, testified, been deposed, and written opinions and reports for multiple litigation cases, 100%…
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…