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Financial Markets and Options Trading
Expert has 23 years experience as an options market maker in both listed and OTC equity and foreign exchange options. He traded as a market maker in exchange-traded and over-the-counter equity and foreign exchange options for one of the largest…
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…
Financial Services Marketing (Consumer Lending and Insurance)
Expert offers two decades of marketing leadership experience, primarily in financial services. He drove growth at scale for innovative consumer lenders/fintech businesses (Lending Club, SocietyOne) and insuretech property and casualty insurers (Aussie Pet Insurance, Metromile). He has deep expertise in…
Packaging Economics, Supply Chain, Benchmarking, Products, Processes, Market Data, Design, Financial
Expert has both a theoretical background and hands-on knowledge of extrusion processes of all types, including coatings, lamination, and film production. He has broad experience with these processes and the corresponding equipment. He has worked on the production floor with…
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…
The Hotel and Real Estate Market; Economic and Financial Analysis; and Appraisal and Damages
Expert is president of a boutique consulting firm providing advisory services to lenders, owners, investors, public agencies and developers in the Hospitality and Real Estate industries. He has been providing expert witness testimony, damage estimates, market feasibility services, strategic planning…
Financial Technology, Market Surveillance, Regulatory Systems
He is currently an expert witness in a case involving high-frequency trading and the improper handling of orders on the leading option exchanges. The case requires expertise in market surveillance and regulatory technology associated with order audit trails, alerts and…
Agriculture Marketing, Planning, Business Development, Financial Consulting, Irrigation, Greenhouses
Expert is an agronomist and hold a B.Sc and an M.Sc in Agriculture Science both from the Hebrew University in Jerusalem. Expert is a co-founder at a leading strategy and management consulting firm that works alongside entrepreneurs. and top management…
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…