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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…
Treasury Management, Asset Management, Risk Management, Financial Markets, Derivatives, and Fiduciary Topics
Expert has held senior positions managing risk in line positions and in oversight positions. Particular areas of risk management have included risk management in the areas of market risk, credit risk, operational risk and fiduciary risk involving treasury, asset management,…
Banking/Financial Marketing & Product Management, and the Brokerage Clearinghouse Industry
Expert is a Product Management and Strategic Marketing Consultant focused on the banking and financial services industries. In the realm of marketing communications, he served as Director of Marketing and Communications for a medium-sized brokerage firm. Through innovative approaches and…
eCommerce, Online Fashion, Startup, Venture Capital, Investor Relations, Startup Fundraising
𝗦𝘂𝗺𝗺𝗮𝗿𝘆 A cheerful personality and a drive to explore opportunities off the beaten track define him as a person. Expert goes the extra mile exploring how to move things forward. Professionally, he specializes in strategy and corporate finance, where maximizing…
Directors and Officers Liability Insurance; Professional Liability Insurance; P&C Insurance
Expert is the "Ask the Expert" in the areas of management and professional liability insurance. Over the last 18 months, he has been engaged over a dozen times as an expert witness in D&O/E&O coverage disputes representing both the policyholder…
Economic and Lost Profit Damages, Forensic Accounting and Fraud Investigations
Expert has over 24 years of experience as a litigation financial consultant and expert witness in complex commercial and civil litigation matters. She develops lost profit and economic damage analyses, authors financial expert reports, and provides financial expert opinions in…
Structured Finance, MBS, CMBS, CDO, ABS, Securities, Investments, Securitization, and Due Diligence
Expert's company conducts Fixed Income and Structured Finance consulting focusing on ABS, MBS, CDOs, CMBS, SIVs, hedge funds, other funds and related products. Expert provides Expert Witness services, litigation support, due diligence, valuation, and general consulting support. Expert has a…
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…
Securities Litigation, Complex Litigation, Antitrust, FIRREA, TCPA
Expert is one of the foremost experts in commercial litigation. He works with securities litigation and class action cases within the realms of author, speaker and/or commentator.His comments have appeared in a wide variety of publications, such as The New…
Insurance; Market Entry and Emerging Markets in Central and Eastern Europe
Expert possesses 40 years' executive and marketing management experience in financial services, the securities industry, and insurance and consumer products. He also served as the Chief Deputy Insurance Commissioner for the State of California. Expert has experience as the Chief…