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Hedge Funds, Mutual Funds, Securities Industry, Stock Market, Securities Fraud, Fiduciary Duty, Brokerage and Financial Advisory, Registered Investment Advisory
Expert has been working on Wall Street for more than twenty years in various capacities, including investment management, institutional brokerage, insurance, hedge fund private equity fund and mutual fund product development, marketing and distribution. He is Managing Director of a…
Corporations, Securities Regulation, Business Organizations, and Antitrust
A highly regarded legal consultant and expert witness, Expert is an expert in Antitrust, Business Organizations, Corporations, and Securities Regulation. He has provided services in a wide variety of matters in each of these areas of expertise. Here are some…
Litigation (with 30+ Years of Experience Presenting in Court and Writing Reports)
For more than 30 years, Expert has represented clients in multiple interrelated areas: complex commercial litigation and dispute resolution; litigation involving fiduciaries, wills and trusts; labor and employment law; market channel matters involving dealers, distributors, and sales representatives; and the…
Funeral-Legacy-Retirement Planning
Expert is a Certified Financial Fiduciary which are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. He is also Registered Financial Consultant a member of IARFC (International Association…
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…
Insurance- Expert Witness, Valuations, Mergers and Acquisitions
Every business that is established in their marketplace should get a professional evaluation every five years. They are generally very affordable and evaluations are critical for project financing, mergers and acquisition‘s, performance review of management, etc. While Expert's particular expertise…
Gas Stations, Truck Stops, Service Stations, Convenient/Liquor Stores
His company manages, operates trades gas stations, truck stops, convenience stores, liquor stores, and car washes throughout the U.S. His clients include banks, private owners, dealers, private investors, oil companies, and litigation cases. Expert actively manages a ground team that…
Structured Finance, Securitization, ABS, SPVs, MBS, Due Diligence
He is an expert banker with over 30 years of comprehensive and diversified structured finance experience and expertise in credit, origination, structuring, and rating. He has expertise in Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS), bank warehousing lines, Asset-Backed Commercial Paper…
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,…