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Investment Banking, M&A, and Private Equity Investments: Sourcing, Underwriting, and Management Across Multiple Industries
Expert is the Co-Founder and Managing Director of a leading cross-border buy-side advisory firm. His organization is completely focused on buy-side deal origination services. He possesses a decode of experience in consulting, investment banking, and private equity. Prior to becoming…
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…
Investment Banking, Attorney & Business Ownership
Strategic, innovative leader providing counsel to C-suite, key stakeholders and cross-functional, inter-company teams delivering cohesive legal and financial strategy. Accomplished advisor with established client generation and M&A transaction leadership experience. Versatile, independent advisor known for supporting early-stage, disruptive businesses and…
Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC
Expert has over 25 years' experience as an industry practitioner and management consultant. He has been Head of Strategy and CFO at a top-tier global financial services firm and has held senior roles in global consulting firms. His expertise includes…
Banking, Insurance, Investment Management, Securities Brokerage, Institutional Funding, Private Equity, and Management Consulting
Expert is an experienced business management and leadership professional with over 50 years of experience in finance and consulting, including roles as CEO of companies ranging from $20 million to $20 billion annual sales. Environments include U.S. and international markets.…
Finance, Banking, Investment Funds, Corporate Finance, Strategy, Scalable Operations
Having previously worked in investment banking (UK Consumer, Retail and Healthcare M&A) at J.P. Morgan, Credit Suisse and Rothschild, Expert left investment banking and co-launched a U.K. condiments company, in 2017. Expert has vast experience from banking and finance to…
Securities; Finance; Derivatives; Hedge Funds; Foreign Exchange; Investment Suitability; Banking
Twenty years experience as an expert witness in cases involving hedge funds, securities, investments, derivatives, currencies, mortgage backed securities, trading, securities fraud and Ponzi schemes. Testified in NASD arbitration, US District Court (Criminal), New York Supreme Court (Civil), IRS Court,…
Insurance, Banking, Fintech, Insurtech
Short summary: - 20 years of experience working for multinational insurance, retail banking, fintech (banking software) and insurtech (online price comparison) companies. - Proven track record of 10+ year managerial experience in insurance business as a business line manager with…
Healthtech & Private Equity, Healthy Aging, & Longevity
Expert is currently the interim Executive Director of a licensed in-home senior care agency that she started, built, and ran for five years before selling in 2017 to her longtime employee, who still owns and operates this successful business. Expert…
Entrepreneurship, Real Estate, and Manufacturing
An experienced professional, Expert possesses 14 years' experience in real estate, investment banking, pharmaceuticals, technology, manufacturing, and financial services. He has advised on the delivery of technical systems projects in accordance with aggressive deadlines. Throughout his storied career and his…