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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…
Financial Services, Banking, and Energy
Expert currently performs a portfolio of roles in the international financial services and energy sector. Since January 2016 he has been Investment Committee member for the European Strategic Fund for Investment (ESFI), which is the 100-billion-euro Juncker Facility managed by…
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,…
Renewable Energy Engineering – Solar Electric, Solar Thermal, Wind
Expert is an experienced engineering, sales, management, and product development professional. His career spans Fortune 500 firms like IBM and ADP, Exult (a successful pre-to-post IPO technology services start up acquired by Hewitt), Enron (where he was in the Energy…
Re-engineering Department Structures and Processes (adding new perspectives and values)
Consummate executive advisor, senior team player infusing lean, unconventional and high performance enterprise solutions that instill excellence, motivating and forging new alliances and replacement of failing centralized operations and business cultures. Center of Excellence champion driving cooperative performance plan goal…
Refinancing, Capital Markets, Restructuring/Turnaround, Profit Enhancement and Cash Flow
A Harvard Business School educated dynamic Interim C-Level (CEO/CFO) Executive and Board Member with 27 years diverse experience in all facets of start-up, developmental stage, growth (organic and M&A) and mature businesses up to $500 million in revenue. Delivered growth…
Entertainment Content (Films/TV) Production, Distribution & Finance, Traditional & New Media Assets
Expert is a Principal at a Media Entertainment company, with 40+ years of experience in Film/TV Content businesses. Expert has been engaged over many years by more than 25 Clients, with over 50 different Entertainment Properties. Prior thereto Expert has…
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…
Competitive Intelligence (CI),Business Intelligence (BI),Market Intelligence (MI) and Due diligence.
He currently consults for, individuals and organisations locally and internationally and has consulted and still does for top global research and intelligence firms like Euromoney International, Zenith International and Euromonitor International all three London based firms. Known for his high…