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United Kingdom Financial Services Regulation and Compliance
Expert has worked in the financial services sector (investment, pensions, life assurance, mortgages, mutual funds, securities etc.) for more than 40 years. He has been a director (or equivalent) of every organisation he has worked for since the age of…
Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust companies and Lawyers in regard to detailed…
Intellectual Property Transactions,Technology Transfer, Licensing, Software, Medical Devices
Expert is a C-level Business Executive with expertise in high-value/risk intellectual property (IP) transactions; technology transfer and licensing; medical devices and related technologies, software and hardware engineering development. She has extensive experience through full lifecycle program management and product rollout…
Insurance and Insurance Bad Faith
Expert established his independent consulting frim. His duties included executive and managerial responsibilities, sales, service, compliance with all insurance laws and regulations. The firm are leaders in life, health, disability, flood and property and casualty insurance. He is an expert…
Independent Retail Consulting with Clients in the Financial Investment Industry
Expert is an Independent Retail/Consumer Goods Consultant who is qualified to consult on topics that deal with the Dollar Store and Discount Store industries (both current and future). He has developed years of experience working in the industry, achieve a…
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…
Joint Ventures, Partnerships, Commercial Licensing, Economic Expansion
Expert served as Director of Business Development for the Nassau County Office of Economic Development by special appointment of the Nassau County Executive to initiate, design and launch a series of new initiatives for economic expansion and supportive outreach to…
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…
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…
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…