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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.…
Financial Planning, Investment Management, Equity Analysis, Financial Advisory
SENIOR INVESTMENT PROFESSIONAL Multi-dimensional industry veteran with over 15 years of experience within investment management, consulting, research analysis, and business development. Team player with a focus on mentoring others and leading an organization by example, through entrepreneurial drive and creativity.
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.…
Investment Management, Hedge fund, Operations, Back-office, Middle-office, Technology
Expert is a Business Transformation Executive with distinctive experience turning around Operations and Technology organizations at top-tier global investment managers - both as an external adviser and a company executive. He has a diverse breadth of international experience across a…
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…
Investment Management & Financial Planning
Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life &…
Investment Management, Hedge Funds, Alternative Investments, Operations, Accounting Technology
Expert has significant expertise in the area of alternative investments and particularly in hedge funds. For nearly 20 years he audited and consulted to hedge funds. He was also a Partner and a National Hedge Fund Director for Deloitte having…
Corporate Finance, Asset Management Operations, ESG Investing, Mining Investments, and Due Diligence
An experienced consultant, Expert has worked throughout the financial industry --especially in banking and industry operations. Her specialty areas cover data, ESG, and value investments. Expert's key specialties include portfolio design, data and strategic modeling. Ever contemporary, she has recently…
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 & Asset Management
Investment professional and entrepreneur with 15 years of experience and a background in asset management and business development. Expert has a focus on Emerging/Frontier Markets and niche strategies, and has obtained a Master’s degree with honours in Finance from the…