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Financial Services Management
Will is a Principal Consultant based in Sydney and focuses on Asia Pacific. Will focuses on the wealth and investment management industry, working with institutions on strategic business development, product development, distribution models, market entry strategy, business case development, financial…
Investment Banking and Financial Services
Expert in financial services; 40 years experience in investment banking and business financial consulting; served as expert on 41 cases to date, nationally; MAPA, MBA and DBA degrees; Prof of Finance in MBA program for 16 years, teaching courses in…
Data Analysis | Data Science | Machine Learning | Algorithms | Mathematics | Artificial Intelligence | Ad-tech |eCommerce | Physics | Memory Development | Leadership
Expert is a Ph.D. quant and Data Scientist who currently serves as a Director of Artificial Intelligence at leading start-up. She has an outstanding record developing quantitative and Machine Learning models, NLP and other analytics solutions for global leaders in…
Hedge & Private Equity Fund Operational Infrastructure Across Multiple Asset Classes
CEO and COO with 20 years of experience building and managing private equity funds and hedge funds operating across multiple publicly traded investment products, alternative investments, and real estate asset classes, most recently within the Single-Family Residential space. Possess unique…
Securities Industry: FINRA, AAA, JAMS and the Securities and Exchange Commission
Expert supervised hundreds of brokers and scores of branch managers during his tenures at Smith Barney and First Union Securities. As a member of both the Operating and Compliance committees at First Union Securities, he participated in firm-wide policy and…
Residential Mortgage Backed Securities, Mortgage Servicing, Mortgage Data
Expert has supported a myriad of cases, primarily for plaintiffs' attorneys. The defendants in these cases were RMBS bond issuers, trustees and servicers. Among his past assignments, these include contributions several cases for: the DOJ; Berman, Tabacco (the largest of…
Information Technology
Expert was the CIO for (undisclosed) for 10 years ending in January 2019 a 120 Billion Alternative Asset Manager. As CIO, Expertr lead a team that revamped their core technology. During that stay, he reviewed most of the major vendors…
Defined Benefit Pension Scheme Strategy and Investment
Expert has extensive experience in the pension industry in investment, strategy and finance roles. He has recently provided expert advice in relation to: - Investment bank and asset manager foreign exchange charges - Custody bank transition management agreements and fees…
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…
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…