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Financial Industry: Investments, Investor Relations, Trading, Capital-Raising, and Equity
Expert is educated in Law, with a strong background in Economics and Politics. He has been actively working in the financial industry for 30 years, starting as a floor trader on the Mexican Stock Exchange and then moving to NY,…
Merchandise and Financial Planning; Retail Industry
After spending over 25 years with leading national department stores, Expert formed a consulting company in 2020. He leverages his broad buying and merchandise/financial planning experience to help investment industry executives and small to midsize companies. Expert has a deep…
Financial Services Industry
Expert possesses 24 years of experience in the financial services industry, primarily within the alternative asset management segment. He has worked with highly regulated asset management firms from startup mode through the 10,000-pound gorillas. He has deep experience launching new…
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…
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…
Metallurgy, Metal & Mineral Markets, Metal Industry Financial Evaluations
Expert's initial industrial experience was as a staff metallurgist for a engine manufacturer and involved metal selection and failure analysis. He has experience in metals R&D as well as R&D management. Utilizing his technical background he has experience in economic…
Independent Retail Consulting with Clients in the Financial Investment Industry
Expert is an Independent Retail/Consumer Goods Consultant who is qualified to consult on topics that deal with the Dollar Store and Discount Store industries (both current and future). He has developed years of experience working in the industry, achieve a…
Restaurants & Hospitality: Finance, Operations, Marketing, IT, Real Estate Development
Expert has over two decades of experience in the restaurant and hospitality industry. His expertise spans across various domains crucial to operational success. He has managed a network of over 150 locations with a combined revenue exceeding $250 million. In…
E-Commerce, Retail & Consumer Products Industries: Accounting, Finance and Compliance Advisory
Expert has 10+ years of accounting, advisory, finance and compliance experience within retail, e-commerce, and consumer products industries. Most recently, he has been running his own multi-channel e-commerce business and advising other e-commerce businesses from pre-revenue startups to $50M enterprises…
Software & Technology: Product, Commercialization, M&A Strategy, Expert Witness
Expert stands out as a distinguished Senior Executive and Board Director, renowned for his transformative approach in product and commercial strategy. His dynamic leadership has been pivotal in accelerating growth, enhancing customer trust, and successfully turning around struggling ventures. Expert’s…