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Capital Markets Consulting, Capital Introductions, and Capital Structure Advisory
Expertise includes marketing, administering, and researching sales coverage. Worked with funds in the capital raise process by making introductions to institutional accounts and writing pitch books. Marketed custodial services to funds for IRA investors. Researched sales and prime brokerage services…
Agriculture, Aquaculture, Organics, Operations, Logistics, Sales and Marketing
Expert has been involved in fisheries worldwide for 20+ years as a marketer, sales director and owner of a company that processes markets and sells products from fisheries worldwide. Has been involved in legal case testimony and deposition work as…
Financial and Estate Planning
VALUE STATEMENT He helps high net worth individuals and their families along with small business achieve their financial goals. Together his team helps create and implement wealth management plans that focus on accumulation, protecting and transferring wealth. WEALTH MANAGEMENT APPROACH.…
Turnarounds and Restructuring Distressed Businesses
Advise financially and operationally distressed businesses in areas of cost analysis, interim management and financial modeling. Expert in financial restructuring. Can quickly assess nearly any situation and determine a course of action, usually within a few hours. Interim CEO, CFO…
Commercial Real Estate Investment and Lending
Expert started in the banking industry in 1979 in Paducah, Kentucky. His experience includes 25 years of commercial real estate lending which has resulting in over 500 separate loan closings for over $1 billion. Expert is a commercial real estate…
Insurance, Life Insurance, Insurance Coverage, Insurance Best Practices, Financial Preparedness
Expert is an author, speaker, and advocate on life insurance and financial literacy. Through his educational books and website he provides simple answers to complex questions on life insurance. Expert is a member of the California Department of Insurance Curriculum…
Executive Management, Business Start-up and Improvement, Product Development, Marketing, Operations
Expert has demonstrated a continually progressive career path and has a unique and diverse background and proven business, financial, technical and management expertise in a variety of technology industries, including aerospace, medical and automotive applications. He has experience in managing…
International Risk Analysis, Risk Mitigation, Risk Management, Risk Management Training
As a senior analyst and international project leader, Expert facilitated the creation of disaster preparedness plans as well as companywide support for the implementation of the plan. By defining the potential risks in a given area, his assessments determine what…
Healthcare Mergers and Acquisitions
Expert specializes in providing accounting and transaction structuring advice, throughout the transaction lifecycle, assessing quality of earnings and key business and earnings drivers, as well as SEC and GAAP accounting and reporting requirements. He critiques financial models and purchase agreements,…
Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.
Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been in individual fee financial…