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Business Process Outsourcing, Technology and Sales, and Business Development
Expert is an experienced, consultative, and creative leader. He specializes in maximizing satisfaction for clients and owners alike, consistently doing so with a high level of personal integrity. He earned his MBA in Management Consulting in London, which has contributed…
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%…
Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management
Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built rapport and…
Structured Finance, MBS, CMBS, CDO, ABS, Securities, Investments, Securitization, and Due Diligence
Expert's company conducts Fixed Income and Structured Finance consulting focusing on ABS, MBS, CDOs, CMBS, SIVs, hedge funds, other funds and related products. Expert provides Expert Witness services, litigation support, due diligence, valuation, and general consulting support. Expert has a…
Banking, FDIC, Garnishments, Levies, Fraud, and Internal Controls
Expert has over 30 years of experience in banking and bank regulation, including bank operations, both retail and back room. He also has extensive mortgage experience, including time spent at Fannie Mae as a consultant. He has spent over 20…
Mortgage Prepayment/Default Modeling, Risk Management Systems, Quantitative Analytics, Econometrics
Expert has over 20 years experience in the banking and finance industries. He has proven econometric modeling, risk management and research skills in the areas of fixed income, credit, MBS and ABS. He's an innovative thinker and manager responsible for…
Trusts and Estates, Fiduciary Standards, Prudent Investor Act, Principal/Income Accounting
Expert has used his broad experience in the trust and estate industry to develop expertise in practical implementation of: Standards of care for the administration of estates, trusts, assets Standards of care under the Uniform Prudent Investor Act Standards of…
Networks (LAN / WAN / WLAN), Servers (Windows / Unix / Linux)
Expert has applied his network and server experience by building both small and medium networks. His expertise is in Cat5/Cat6 and Wireless networks, while his OS background is in Windows NT - 2008 / Unix and Linux. Expert consulted in…
Private Equity and Hedge Fund Operations
Private Equity and Hedge Fund COO with 16 years of experience in financial management and operations for the world’s leading Asset Management, Investment Advisors, and Investment Banks. COO and Global Operations Manager for large Alternative Investment Asset Manager with a…
Pricing Models for Home Medical Equipment and Aerospace Products in the U.S.
• Pricing models for home medical equipment (beds, wheelchair, oxygen equipment, CPAP mask, humidifier, Nebulizer) and aerospace (in-flight entertainment, Broadband) products in the U.S. • Financial analysis and reports for executive decision makers. • Competitive analysis, benchmarking, cost and pricing…