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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…
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…
Electric Energy Markets and Transmission Infrastructure
Dynamic leadership experience in high growth organizations combining general, technical and financial management responsibilities within competitive environments, start up operations, market restructuring, commercial asset optimization and strategy development. Consistently effective in optimizing capital, reducing risk and increasing corporate liquidity. Known…
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,…
Specialty and Fine Chemicals, Pharmaceuticals, Resins, Coatings
He has worked in the process development, manufacturing related to the technologies, chemistries. He has also worked in intellectual property strategy, commercialization of many different technologies. He is able to do this as he has cross- fertilized manufacturing and processes…
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…
Rubber Product development, Processing, Compounding and Latex products
He has specialized degree in rubber technology and has more than 12 years of compounding experience. He had developed compounds for right from automobile tires to calendared sheeting and latex compounding. He has vast working experience in high quality rubber…