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 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…
Products & Technology, Financial Services, IT Strategy, and Transformational Leadership
Expert is a Senior Product and Technology Executive Leader with 20 years of experience in transformational leadership, product management and development of flagship products, building and managing teams, setting product vision and IT strategy, defining roadmaps, partnering with the executive…
Applied Accounting, Economics, Financial Analysis, Research, Computer Technology (including Project Evaluation, Historical Credit Risk Assessment, Structured Finance, Restructuring)
Expert has a prestigious 26 years of experience in applied accounting, economic and financial analysis, and research combined with personal computer technology. His major work areas include accounting and financial analysis (including project evaluation, historical credit risk assessment, structured finance,…
State & Local Government, Financial Services and Insurance technology, Product Strategy, BPM/ECM technology, SaaS/Cloud-based software and solution development
Expert has spent over 15 years practicing and leading Product and Corporate Strategy in progressively senior roles across Start Ups, Mid-size firms and Fortune 500 companies. As a Product Manager/ Strategist he has ideated features, modules, products and entire product…
Financial Services and Technology
While at Wilshire, Expert's responsibilities included the index business, which he tripled in three years. He leveraged his ETF experience from backing active ETF provider AdvisorShares from inception. He has years of experience in financial technology as a strategist, general…
Patents, Copyrights and Intellectual Property, Technology, Financial Services, Health Care
In 30 years of application development and support, Expert has worked on a wide range of local, wide area and global networking projects. This has required a high degree of expertize in technologies created around TCP IP. The software has…
Financial Services Technology and Quantitative Development
Expert has spent over a decade modeling fixed income securities ranging from vanilla swaps and forward rate agreements through to CDOs, CLOs, ABS and other structured finance products. His skills extend from using sophisticated mathematical techniques for modeling through the…
Capital Markets, Derivatives, Blockchain, Cryptocurrency and Digital Assets
Expert is a Consultant, Manager, and Trader with 30+ years of experience in a variety of markets in New York, Frankfurt, London, Gibraltar, Madrid, and Chicago. He has extensive cryptocurrency interaction on numerous blockchains, and has been working exclusively with…
Valuation Analysis & Forensic Accounting: Divorce, Bankruptcy, Fraud, Partnership Disputes, and Economic Damages
Expert is a forensic accountant and valuation analyst experienced in assisting with matters involving divorce, bankruptcy, fraud, partnership disputes, and economic damages. He performs business valuations for litigation matters, transaction planning, employee stock ownership plans, and estate and gift tax…