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Management Consulting, Project Management, Financial Planning and Analysis, and ESG
Experienced strategy and transformation consultant with a broad career working for diverse business segments and in management consulting firms. Solid experience in business planning, strategy and implementation. Has also advised on corporate and business strategy, business case development and PMO…
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…
Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment
In the financial services industry since 2003 specializing in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment.
Financial Planning, FINRA Arbitration, Benefits
Expert is the owner of a State Registered Investment Advisory Firm with 24 years of financial planning experience. She received my BBA from Georgia State University and holds several licenses in multiple states. She is also a Certified Financial Fiduciary,…
Financial Planning
Vice President and Certified Financial Planner. 32 years of experience as a Registered Representative. MBA from Columbia Business School. Five Star Wealth manager as selected by Texas Monthly and the Wall Street Journal 2012-2019. As a Financial Adviser, I can…
Financial Planning, Investment Management, Equity Analysis, Financial Advisory
SENIOR INVESTMENT PROFESSIONAL Multi-dimensional industry veteran with over 15 years of experience within investment management, consulting, research analysis, and business development. Team player with a focus on mentoring others and leading an organization by example, through entrepreneurial drive and creativity.
Business Development and Financial Planning
Expert has over thirty years of experience as a senior executive officer for various organization and has founded four different organizations or companies during his career. Additionally, for the past thirteen years, Expert served as a financial advisor and was…
Investment Management & Financial Planning
Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life &…
Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.
Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been in individual fee financial…
Higher Education Executive Leadership: Operations, Financial Management, Business Planning, Strategy Development, and Public Policy in Government and Education
Expert is an executive working in higher education. He has significant responsibility and long amassed expertise in finance, IT, HR, and public policy.