Find an Expert
Enterprise SaaS, Customer Success & Operations
Expert is an entrepreneurial, collaborative, and action-oriented people leader that switches between boardroom and shop floor. He is passionate about technology powering complex healthcare services delivery. Expert is currently the Head of Client Services for an enterprise SaaS automation platform…
Residential Mortgage Backed Securities, Mortgage Servicing, Mortgage Data
Expert has supported a myriad of cases, primarily for plaintiffs' attorneys. The defendants in these cases were RMBS bond issuers, trustees and servicers. Among his past assignments, these include contributions several cases for: the DOJ; Berman, Tabacco (the largest of…
Gaming Compliance
Expert has spent more than 20 years in journalism, writing for some of the top media outlets in the world. His focus of expertise is investigative reporting, which he taught for several years at the UC Berkeley Graduate School of…
Financial Markets and Options Trading
Expert has 23 years experience as an options market maker in both listed and OTC equity and foreign exchange options. He traded as a market maker in exchange-traded and over-the-counter equity and foreign exchange options for one of the largest…
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…
Banking/Financial Marketing & Product Management, and the Brokerage Clearinghouse Industry
Expert is a Product Management and Strategic Marketing Consultant focused on the banking and financial services industries. In the realm of marketing communications, he served as Director of Marketing and Communications for a medium-sized brokerage firm. Through innovative approaches and…
Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management
Expert has earned an MBA degree in Finance as well as a Doctor of Business Administration in Finance. In addition, he has over 20 years experience in internal/external auditing for the IRS and U. S. Dept. of Energy. Expert has…
Securities Services
Expert has an extensive knowledge about the securities services business and the Spanish financial market. He created a consulting firm in July 2008, to work as an independent consultant, advising local banks and brokers in Spain in the securities services…
Business Law and Securities Transactions
Over the past 22 years, Expert has established herself as one of the premier corporate and securities lawyers in California. She has structured and implemented over $1 billion in business and financing transactions. She has also represented both domestic and…
Financial Services Technology and Quantitative Development
Expert has spent over a decade modeling fixed income securities ranging from vanilla swaps and forward rate agreements through to CDOs, CLOs, ABS and other structured finance products. His skills extend from using sophisticated mathematical techniques for modeling through the…