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Oil & Gas Deals – M&A and Project Finance Advisory
Expert is an MBA-qualified technical advisor with nearly 20 years’ experience in M&A and Project Finance deal advisory in the Energy and Natural Resources sector. He has established global consulting practices, led buyer, seller, developer, and lender due diligence teams,…
New business development & new product applications for domestic & International businesses
Expert is founder and president of an international marketing group. Prior to forming his company, he was a principal of a LLC, Vice President, Sales and Marketing as well as many other executive roles in his career. He has over…
Real Estate, Banking, Bankruptcy
Over 45 years of real estate finance, workout, capital markets, development, property operations and expert testimony experience serving a broad spectrum of clients including regional and national law firms, large banks, insurance companies, real estate hedge funds, and real estate…
Founder & CEO, Otter Learning
Expert is the founder and CEO of an early childhood education company focused on acquiring established, best-in-class schools from local founders / owners. His role includes leading all aspects of company, including oversight of schools in coordination with directors, sourcing…
Industrial Minerals, Construction Materials & Bulk Logistics
Expert is a senior consultant with 40+ years of experience in industrial minerals and construction materials. He combines extensive profit and loss and operating experience to help clients gain strategic performance advantage in the industrial minerals, construction materials, and bulk…
Defined Benefit Pension Scheme Strategy and Investment
Expert has extensive experience in the pension industry in investment, strategy and finance roles. He has recently provided expert advice in relation to: - Investment bank and asset manager foreign exchange charges - Custody bank transition management agreements and fees…
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…
Finance
Expert possesses extensive experience in all major asset classes: equities, rates, swaps, fx, bonds, derivatives, and options. His core areas of expertise include Finance, Banking, Asset Allocation, Risk Management, Hedge Fund Strategies, Due Dilligence, Investment Fraud, Stocks, Bonds, Mutual Funds,…
Financial Services and Technology
While at Wilshire, Expert's responsibilities included the index business, which he tripled in three years. He leveraged his ETF experience from backing active ETF provider AdvisorShares from inception. He has years of experience in financial technology as a strategist, general…
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…