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FATCA, CRS, US Tax Withholding and Reporting (W-9/W-8/1099/1042-S), DAC, etc.
Tax transparency expert with 17+ years of experience. Focusing on interpretation, implementation, monitoring, and updates such as health checks, governance reviews, Internal Revenue Service (IRS) reconciliations, training, automation, root cause analysis, and more related to: - Foreign Account Tax Compliance…
Insurance, InsurTech; Strategy & Innovation
Expert serves as Managing Principal. In this role, he addresses disruption of the traditional insurance industry through a focus on implementing new technologies inside the company to make insurance simple, proactive, and personal. He currently leads the InsurTech practice and…
Hospitality | Real Estate | Property Management | Operations | Technology
Throughout Expert's career, he has contributed to positive business results through effective organisation, leveraging on beneficial partnerships and follow through on key process driven projects in hospitality, property management, retail and tech-driven services. He has held progressive and top-level positions…
Digital Transformation: Risk and Engineering
Working with global and international clients and organizations to address emerging, evolving and rapidly changing enterprise risk, governance, risk and compliance, operational risk and resilience, business continuity, crisis management, organizational and digital transformation, as well as control system testing, review,…
CX and Digital Transformation (Customer Experience)
Overview: CX and Digital Transformation Leader designing and developing digital platforms, experiences and products with proven success at streamlining digital workflows for internal and external users. Diverse cross-functional management experience. Focused on product management, business development, customer experience, communication design,…
Customer Experience of Digital Transformation, Digital Strategy, eCommerce
Expert has spent the last 24+ years delivering award-winning omni-channel Customer Experience (CX) and thought leadership in digital transformation, retail (e-commerce), intelligent enterprise, and design thinking. Expert is a digital vision and strategy executive who translates consumer (CX) and employee…
Digital Transformation and Customer Experience
Over 25 year's experience working C-level execs in Fortune 1000 companies in a variety of B2B and B2C industries. Experience leading C-Level executives through the rationale and methodology that result in multi-million dollar investments in transformational changes. Demonstrated success in…
Business and Technology; Strategy
A strategic leader who can function as either an internal or external consultant by providing successful international business development and program management outcomes, especially in the US and SE Asia, by utilizing his visionary abilities to design and deliver the…
Cannabis, Hemp, and Entheogenics: Consulting, Advocacy, and Education
Prior to co-founding his company, Expert served as Senior Director of Global Client Services within the Markets Division for Cboe Global Markets, Inc. (Cboe). At Cboe he oversaw the futures business development team and worked internally to co-develop new and…
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,…