Find an Expert
Financial Advice, RIA, Wealth Advisory, Investment Management, Alternative Investments (Hedge Funds and Private Equity), and Financial Technology
Expert is a professional with extensive financial planning and investment industry experience. He possesses and leverages a passion for teaching and sharing knowledge. At his current firm, Expert is responsible for providing financial planning and investment management services to individuals.…
Financial Services, Wealth Management, Asset Management, Retirement, Insurance, and Regulation
Expert is the Founder and President of his consulting firm. He is an Expert Consultant and Futurist who specializes in business intelligence, research, competitive analysis, current trends and information in the technology and, financial services industry. During his career, he…
Financial Services, Online Lending, Marketplace Lending, Insurance, Servicing, and Claims Management
Expert was an early employee at a fast-growing online lender. He led the initial build-out of most of the customer experience. Expert runs product at a software company focused on improving the claims management experience. He helps companies reduce the…
Banking, Financial Services, and Management Consulting
Throughout his 26+ career, Expert has been a game-changer in the companies he has served. He thrives best in situations demanding immediate impact. Whatever the industry, Expert has been able to quickly and effectively increase revenue and profits, lower and…
Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, and Venture Capital
Expert is an experience expert witness with specialized knowledge in hedge funds, private equity, alternative investment products, and financial services. He has acted as an expert witness, testified, been deposed, and written opinions and reports for multiple litigation cases, 100%…
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…
Strategic/Financial Analysis & Planning, Capital Management, Process Improvement, Shared Services
Expert has been involved in all aspects of business planning and analysis. During his career he has had the opportunity to develop sophisticated financial/business models to simulate alternative scenarios and business dynamics for acquisitions, investments and improvement initiatives for a…
Financial Forensic Analysis, Management Consulting, Tax and Accounting
Expert's experience in accounting has spanned 30 years and includes both public (CPA firms) and internal accounting for corporations, partnerships, trusts, and proprietorships for a variety of companies in a variety of industries. Expert's diverse background gives him a unique…
Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management
Expert has earned an MBA degree in Finance as well as a Doctor of Business Administration in Finance. In addition, he has over 20 years experience in internal/external auditing for the IRS and U. S. Dept. of Energy. Expert has…